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Equity Research Database
Institutional Investment Pitches
Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.
Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.
Explore professional investment ideas sourced from institutional letters, short theses, and premium research channels, distilled into concise summaries.
| Pitch Type | Author | Industry | Pitch Thesis & Key Summary | Bull/Bear | Action | ||
|---|---|---|---|---|---|---|---|
| Jan 27, 2026 | Fund Letter | The London Company of Virginia, LLCThe London Company Small Cap | Commodity ChemicalsChemicals | The London Company Small Cap 2025 Q4 (NEU) NEU was a weaker performer as a softer global environment (mostly China's slowdown) pressured Petroleum Additives volumes and margins. The Specialty Materials... | BULL | View Pitch → | |
| Jan 27, 2026 | Fund Letter | Brian CampbellThe London Company Large Cap | Commodity ChemicalsChemicals | The London Company Large Cap 2025 Q4 (NEU) NewMarket Corporation (NEU) – NEU was a weaker performer as a softer global environment pressured Petroleum Additives volumes and margins and the Specialty Materials business had lumpy demand, which weighed on results. Lower oil prices... | BULL | View Pitch → | |
| Jan 27, 2026 | Fund Letter | Brian CampbellThe London Company SMID Cap | Commodity ChemicalsChemicals | The London Company SMID Cap 2025 Q4 (NEU) NewMarket Corporation (NEU) – NEU was a weaker performer as a softer global environment (mostly China's slowdown) pressured Petroleum Additives volumes and margins. The Specialty Materials... | BEAR | View Pitch → | |
| Jan 8, 2026 | Fund Letter | The London Company of Virginia, LLCThe London Company Small Mid Cap | Commodity ChemicalsChemicals | The London Company Small-Mid Cap 2025 Q2 (NEU) NewMarket Corporation (NEU) – NEU outperformed this quarter, fueled by strong AMPAC revenue growth from better volume and product mix, despite weaker Petroleum Additives results. The planned capacity... | BULL | View Pitch → | |
| Jan 8, 2026 | Fund Letter | Brian CampbellThe London Company SMID Cap | Commodity ChemicalsChemicals | The London Company SMID Cap 2025 Q2 (NEU) NewMarket Corporation (NEU) – NEU outperformed this quarter, fueled by strong AMPAC revenue growth from better volume and product mix, despite weaker Petroleum Additives results. The planned capacity... | BULL | View Pitch → | |
| Jan 8, 2026 | Fund Letter | The London Company of Virginia, LLCThe London Company Small Cap | Commodity ChemicalsChemicals | The London Company Small Cap 2025 Q2 (NEU) NewMarket Corporation (NEU) – NEU outperformed this quarter, fueled by strong AMPAC revenue growth from better volume and product mix, despite weaker Petroleum Additives results. The planned capacity... | BULL | View Pitch → | |
| Jan 8, 2026 | Fund Letter | Brian CampbellThe London Company Large Cap | Commodity ChemicalsChemicals | The London Company Large Cap 2025 Q2 (NEU) NewMarket Corporation (NEU) - NEU has been a top performer this year driven by strong AMPAC revenue growth from improved volume and product mix, despite weaker Petroleum Additives performance. Its localized production... | BULL | View Pitch → | |
| Nov 28, 2025 | Fund Letter | Brian CampbellThe London Company SMID Cap | Commodity ChemicalsChemicals | The London Company SMID Cap 2025 Q3 (NEU) NEU was a strong performer in the quarter, mainly due to three factors. First, low oil... | BULL | View Pitch → |
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Investment pitches and theses displayed on Buyside Digest are summaries of opinions expressed in publicly available investor letters, research reports, or other commentary. These summaries are generated for informational and research purposes only and do not constitute investment recommendations, financial advice, or an endorsement of any particular security or strategy by Buyside Digest. Users should conduct their own independent due diligence and consult with professional advisors before making any investment decisions.