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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 | ||
|---|---|---|---|---|---|---|---|
| Oct 12, 2026 | Fund Letter | Jay Rhame (CEO), Tim Porter (CIO)Reaves Asset Management | NiSource Inc. $NI• NYSE | -- | Long NI (NiSource Inc.) NiSource underperformed as turnover at the Indiana regulatory commission increased uncertainty around customer affordability and the state's regulatory environment. A severe storm... | BULL | View Pitch → |
| Oct 12, 2026 | Fund Letter | Donny, Erwin, Nick, and the Lakehouse TeamLakehouse Small Companies Fund | Investment Banking & BrokerageCapital Markets | Long PNI.AX (Pinnacle Investment Management Group Limited) Pinnacle Investment Management (-17.3%) was the portfolio's heaviest detractor this month on concerns around affiliate, Metrics. Metrics are largely... | BULL | View Pitch → | |
| Aug 21, 2026 | Fund Letter | Donny, Erwin, Nick, and the Lakehouse TeamLakehouse Small Companies Fund | Investment Banking & BrokerageCapital Markets | Long PNI.AX (Pinnacle Investment Management Group Limited) The biggest detractor this month was Pinnacle (-21.8%) as negative market sentiment disproportionately weighed on the diversified investment manager, as is often the case. Gloomy press around... | BULL | View Pitch → | |
| Aug 21, 2026 | Fund Letter | Lauren C. Templeton, Scott PhillipsTempleton & Phillips Capital Management | Canadian National $CNI• NYSE | Ground TransportationGround Transportation | Long CNI (Canadian National) we purchased shares in Canadian National Railway (CNI), which we believe are too depressed in relation to its strategic positioning following the Iranian attack on Qatar's Ras Laffan LNG facility. CNI has a... | BULL | View Pitch → |
| Aug 21, 2026 | Fund Letter | Christian RytherCurreen Capital | -- | Long NILB.ST (Nilörn Group) Nilorn designs and delivers tags and labels for European clothing brands. The company combines... | BULL | View Pitch → | |
| Aug 21, 2026 | Fund Letter | David ShermanCrossingBridge Advisors | MediaMedia | Long MGNI (Magnite Inc.) Magnite Inc. (MGNI) SOFR+375 bp First Lien Term Loan due 2/6/31O – Magnite is the world's largest independent sell-side advertising platform for connected TV, online video, display, and audio. It is a... | BULL | View Pitch → | |
| Aug 21, 2026 | Fund Letter | Brandes Investment Partners, L.P.Brandes Small Cap Value Fund | Application SoftwareSoftware | Long NICE (NICE Ltd.) NICE Ltd. is a Contact Center-as-a-Service (CCaaS) provider, maintaining dual headquarters in Israel and the United States, with a customer base that is predominantly in the U.S. NICE has evolved alongside changing technology and customer requirements. However, in 2025... | BULL | View Pitch → | |
| Aug 21, 2026 | Fund Letter | Jake KeysAppalaches Capital, LLC | Canadian National $CNI• NYSE | Ground TransportationGround Transportation | Long CNI (Canadian National) We sold our shares in Canadian National following their poor outlook for the coming year. By all measures,... | BULL | View Pitch → |
| Aug 21, 2026 | Fund Letter | Donny, Erwin, Nick, and the Lakehouse TeamLakehouse Small Companies Fund | Investment Banking & BrokerageCapital Markets | Long PNI.AX (Pinnacle Investment Management Group Limited) Pinnacle wrapped up its share purchase plan (SPP) during December. After receiving applications... | BULL | View Pitch → | |
| Aug 21, 2026 | Fund Letter | Christian RytherCurreen Capital | -- | Long NILB.ST (Nilörn Group AB) Nilörn Group (NILB:SS) Nilorn designs and delivers tags and labels for European clothing brands. The company combines... | BULL | View Pitch → | |
| Aug 20, 2026 | Substack | shareholdersuniteSubstack (shareholdersunite) | MediaMedia | Magnite: Digital Advertising SSP Benefits from AI and Market ShiftsMagnite – MGNI Magnite is experiencing robust growth driven by its digital advertising platform's success in the CTV and AI-driven advertising markets. The company's programmatic... | BULL | View Pitch → | |
| Aug 19, 2026 | Fund Letter | Daniel KingMerchant West | Asset Management & Custody BanksCapital Markets | Merchant West – RNI.JO Reinet is the offshore investment vehicle that spun out of Richemont in 2008. Performance of the... | BULL | View Pitch → | |
| Jan 27, 2026 | Fund Letter | Daniel ShvartsmanMiddle Coast Investing | HNI Corporation $HNI• NYSE | Household DurablesHousehold Durables | Middle Coast Investing 2025 Q4 (HNI) HNI is technically not a new buy for us. We received most... | BULL | View Pitch → |
| Jan 16, 2026 | Fund Letter | Margaret WebbEnnismore European Smaller Companies Fund | Real Estate Management & DevelopmentReal Estate Management & Development | Long DWNI.DE (Deutsche Wohnen SE) Deutsche Wohnen, with a market capitalisation of EUR 8.2bn, is the dominant residential landlord in Berlin, with around 100,000 apartments. It also owns... | BULL | View Pitch → | |
| Jan 8, 2026 | Substack | Aaron M. EdelheitMindset Value Fund | Nelnet, Inc. $NNI• NYSE | Consumer FinanceConsumer Finance | Mindset Value Fund 2025 Q2 (NNI) Nelnet is aggressively rolling out AI across its business units, seeing breakthroughs in efficiency and throughput. AI tools can... | BULL | View Pitch → |
| Jan 8, 2026 | Fund Letter | Travis CockeVoss Value Fund | Genius Sports Ltd $GENI• NASDAQ | Interactive Media & ServicesInteractive Media & Services | Voss Value Fund 2025 Q2 (GENI) Genius Sports (GENI), a leading global provider of sports data, technology, and media solutions to sportsbooks, sports leagues, and brands that has monopolies on data rights across several sports leagues and has been rapidly diversifying their business. The company recently... | BULL | View Pitch → |
| Dec 6, 2025 | Fund Letter | Steve ScruggsFPA Queens Road Small Cap Value Fund | Nelnet, Inc. $NNI• NYSE | Consumer FinanceConsumer Finance | FPA Queens Road Small Cap Value Fund 2025 Q2 (NNI) Nelnet (NNI) is a financial conglomerate based in Lincoln, NE and chaired and controlled by Michael Dunlap. From its core... | BULL | View Pitch → |
| Dec 4, 2025 | Fund Letter | Kyle TushausNew West Capital | MediaMedia | New West Capital 2025 Q2 (MGNI) You have a few companies, namely Magnite (MGNI) and PubMatic (PUBM), that have been forced to operate and grow in the shadow of Google's ad tech dominance. If Google is... | BULL | View Pitch → | |
| Dec 4, 2025 | Fund Letter | Mitchell ScottChoice Equities Capital Management | MediaMedia | Choice Equities Capital Management 2025 Q2 (MGNI) MGNI – Market volatility and economic concerns were the primary forces pushing MGNI to trade in such a wide range during the first half of the year, as markets briefly priced severe cuts to ad budgets into the stock. As economic storm... | BULL | View Pitch → | |
| Dec 4, 2025 | Fund Letter | Mitchell ScottChoice Equities Capital Management | Genius Sports Ltd $GENI• NASDAQ | Interactive Media & ServicesInteractive Media & Services | Choice Equities Capital Management 2025 Q2 (GENI) GENI – The digital gaming rights provider continues to execute as expected with several favorable developments recently occurring. In June, the... | BULL | View Pitch → |
| Dec 3, 2025 | Fund Letter | Daniel BarkerApis Global Discovery Fund | MediaMedia | Apis Global Discovery Fund 2025 Q2 (MGNI) Magnite is one of the largest independent sell-side platforms (SSPs) – effectively serving as enterprise software for digital publishers, including websites and connected TV channels. Its platform enables... | BULL | View Pitch → | |
| Dec 3, 2025 | Fund Letter | Daniel BarkerApis Flagship Fund | MediaMedia | Apis Flagship Fund 2025 Q2 (MGNI) Magnite is one of the largest independent sell-side platforms (SSPs) – effectively serving as enterprise software for digital publishers, including websites and connected TV channels. Its platform enables... | 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.