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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 29, 2026 | Fund Letter | Tucker BrownSGA - U.S. Large Cap Growth | NIKE, Inc. $NKE• NYSE | Textiles, Apparel & Luxury GoodsTextiles, Apparel & Luxury Goods | Short NKE (NIKE, Inc.) We liquidated our position in Nike during the quarter. CEO Elliott Hill... | BEAR | View Pitch → |
| Oct 12, 2026 | Fund Letter | Freddie LaitLatitude Global Fund | NIKE, Inc. $NKE• NYSE | Textiles, Apparel & Luxury GoodsTextiles, Apparel & Luxury Goods | Short NKE (NIKE, Inc.) A good example of this was Nike. Over the past... | BEAR | View Pitch → |
| Aug 12, 2026 | Substack | thefinancecornerSubstack (thefinancecorner) | NIKE, Inc. $NKE• NYSE | Textiles, Apparel & Luxury GoodsTextiles, Apparel & Luxury Goods | Nike: Down 75%, insiders are buyingNike, Inc. – NKE Nike has experienced a significant decline in its stock price, falling over 75% in five years, primarily due to strategic missteps in its Consumer Direct Offense and Acceleration initiatives. These initiatives aimed... | BULL | View Pitch → |
| Jan 20, 2026 | Fund Letter | Abdulaziz A. AlnaimMayar Capital | NIKE, Inc. $NKE• NYSE | Textiles, Apparel & Luxury GoodsTextiles, Apparel & Luxury Goods | Mayar Capital 2025 Q4 (NKE) Nike remains a core holding and was added to during the quarter following a period of weak operating performance. After pandemic-driven growth,... | BULL | View Pitch → |
| Jan 8, 2026 | Fund Letter | William C. Nygren, Michael A. Nicolas, Robert F. BierigOakmark Fund | NIKE, Inc. $NKE• NYSE | Textiles, Apparel & Luxury GoodsTextiles, Apparel & Luxury Goods | Oakmark Fund 2025 Q2 (NKE) Nike Cl B is a global leader in athletic footwear, apparel, and equipment. The company has... | BEAR | 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.