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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 | ||
|---|---|---|---|---|---|---|---|
| Sep 2, 2026 | Fund Letter | David G. Herro, Tony Coniaris, Eric Liu, M. Colin Hudson, John A. SitarzOakmark Global Select Fund | BNP Paribas SA $BNP.PA• EURONEXT | BanksBanks | Oakmark Global Select Fund - BNP.PA BNP Paribas was the top contributor during the quarter. Results for the... | BULL | View Pitch → |
| Sep 2, 2026 | Fund Letter | Matt Burdett, Christian Hoffmann, Brian McMahonThornburg Equity Income Builder Fund | BNP Paribas SA $BNP.PA• EURONEXT | BanksBanks | Thornburg Equity Income Builder Fund - BNP.PA Multinational commercial & capital markets bank. Operations centered in... | BULL | View Pitch → |
| Sep 2, 2026 | Fund Letter | BNP Paribas SA $BNP.PA• EURONEXT | BanksBanks | Thornburg International Equity Fund - BNP.PA BNP Paribas was a leading contributor to portfolio performance for the quarter. Multinational commercial &... | BULL | View Pitch → | |
| Sep 2, 2026 | Fund Letter | Mark L. YockeyArtisan International Fund | BNP Paribas SA $BNP.PA• EURONEXT | BanksBanks | Artisan International Fund - BNP.PA BNP Paribas was a top contributor to the portfolio. The French bank... | BULL | View Pitch → |
| Sep 2, 2026 | Fund Letter | BNP Paribas SA $BNP.PA• EURONEXT | BanksBanks | Harris Associates International Equity Strategy - BNP.PA BNP Paribas was a contributor during the quarter. Results for the... | BULL | View Pitch → | |
| Sep 2, 2026 | Fund Letter | Ken Squire13D Activist Fund | Application SoftwareSoftware | 13D Activist Fund - SNPS Synopsys provides electronic design automation (EDA) software used to design semiconductor chips. This software is... | NEUTRAL | View Pitch → | |
| Aug 21, 2026 | Fund Letter | William C. Nygren, Michael A. Nicolas, Robert F. BierigOakmark Fund | Union Pacific Corp $UNP• NYSE | Ground TransportationGround Transportation | Long UNP (Union Pacific Corporation) New purchase. Largest and most... | BULL | View Pitch → |
| Aug 21, 2026 | Fund Letter | Damian Bird | Air Freight & LogisticsAir Freight & Logistics | Long INPST.AS (InPost S.A.) InPost, a dominant Polish automated parcel machine operator, recently saw near-term earnings headwind due to an acquisition integration in the UK. However, the manager... | BULL | View Pitch → | |
| Aug 21, 2026 | Fund Letter | Damian Bird | Dino Polska S.A. $DNP.WA• NASDAQ | Consumer Staples Merchandise RetailConsumer Staples Merchandise Retail | Long DNP.WA (Dino Polska S.A.) Dino Polska is a rural-focused supermarket operator in Poland that underwent stock consolidation after a minor Q2 earnings miss. The company's fundamentals... | BULL | View Pitch → |
| Aug 21, 2026 | Fund Letter | Anthony BaillyRothschild & Co LongRun Equity Fund | Application SoftwareSoftware | Long SNPS (Synopsys, Inc.) Synopsys was purchased following a sharp price drop caused by temporary China-related export headwinds. The company holds... | BULL | View Pitch → | |
| Aug 21, 2026 | Fund Letter | Alan BreedEdgewood Management | Application SoftwareSoftware | Long SNPS (Synopsys Inc.) Despite a sharp drop in share price following weak quarterly results and guidance, the company's core position as a mission-critical supplier for chip design remains solid. The manager believes... | BULL | View Pitch → | |
| Aug 21, 2026 | Fund Letter | Guy BaronSpringview Capital Management | Union Pacific Corp $UNP• NYSE | Ground TransportationGround Transportation | Short UNP (Union Pacific Corporation) The manager exited Union Pacific after poor execution, inflationary cost pressures, and a soft economic backdrop derailed the initial volume and margin inflection thesis. Although hopeful about... | BEAR | View Pitch → |
| Aug 21, 2026 | Fund Letter | Nathan Fredrick, CFARiverwater Micro Opportunities Strategy | Npk International $NPKI• NASDAQ | Building ProductsBuilding Products | Long NPKI (Npk International) NPK International (NPKI) was the strategy's leading contributor during the quarter. | BULL | View Pitch → |
| Aug 21, 2026 | Fund Letter | Glenn Fortin and Rui CardosoBA Beutel Goodman U.S. Value Fund | Union Pacific Corp $UNP• NYSE | Ground TransportationGround Transportation | Long UNP (Union Pacific) Union Pacific possesses a unique, expansive rail network with sole access to all gateways into Mexico. Its structurally robust... | BULL | View Pitch → |
| Aug 21, 2026 | Fund Letter | Jake BarfieldAsheville Capital Management | Air Freight & LogisticsAir Freight & Logistics | Long INPST.AS (InPost S.A.) InPost has delivered robust financial growth over a two-year holding period, supported by its dominant Polish cash cow segment and rapidly scaling international automated parcel machines. The company has... | BULL | View Pitch → | |
| Aug 21, 2026 | Fund Letter | Daniel ShvartsmanMiddle Coast Investing LLC | Juniper Networks Inc. $JNPR• NASDAQ | -- | Short JNPR (Juniper Networks) The fund liquidated its entire position in Juniper Networks due to a loss of conviction in the company's long-term upside potential. Although the company... | BEAR | View Pitch → |
| Aug 21, 2026 | Fund Letter | Brian McMahonThornburg Global Opportunities Fund | BNP Paribas SA $BNPQY• NASDAQ | -- | Thornburg Global Opportunities Fund - BNPQY BNP Paribas is the seventh largest holding. Multinational commercial &... | BULL | View Pitch → |
| Aug 21, 2026 | Fund Letter | Krishna MohanrajDiamond Hill International | Dino Polska S.A. $DNP.WA• NASDAQ | Consumer Staples Merchandise RetailConsumer Staples Merchandise Retail | Long DNP.WA (Dino Polska S.A.) Dino Polska has successfully gained market share in a highly inflationary climate by maintaining strict price discipline, appealing to consumers trading down to discounters. Management has prudently... | BULL | View Pitch → |
| Aug 21, 2026 | Fund Letter | David BastianKingdom Capital Advisors | Aerospace & DefenseAerospace & Defense | Long NPK (National Presto Industries) Although perceived as an appliance maker, the company derives most of its revenue from a defense backlog that has doubled over the past nine months. This backlog is... | BULL | View Pitch → | |
| Aug 21, 2026 | Fund Letter | Stephen E. GrantValue Line Small Cap Opportunities Fund | Enpro Inc. $NPO• NYSE | Industrial Machinery & Supplies & ComponentsMachinery | Long NPO (Enpro Inc.) The manager selectively increased exposure to Enpro via minor additions during the quarter. The purchase aligns... | BULL | View Pitch → |
| Aug 18, 2026 | Seeking Alpha | Seeking Alpha ContributorSeeking Alpha | Nippon Steel Corporation $NPSCY• NASDAQ | -- | Nippon Steel Corporation Nippon Steel Corporation is positioned for significant growth due to its strategic expansion into the U.S. market, which has become a primary earnings driver. The co... | BULL | View Pitch → |
| Jul 31, 2026 | Other | Polen Capital - International Growth | Air Freight & LogisticsAir Freight & Logistics | Polen Capital – International Growth – INPST.AS We exited our position in InPost during the quarter as the date on which it will be acquired and delisted approaches. InPost remains one... | BULL | View Pitch → | |
| Feb 25, 2026 | Fund Letter | Paul MoorePM Capital Global Companies Fund | Union Pacific Corp $UNP• NYSE | Ground TransportationGround Transportation | PM Capital Global Companies Fund 2025 Q4 (UNP) The Fund initiated a position in Union Pacific, the largest listed freight rail operator in the United States. The catalyst was... | BULL | View Pitch → |
| Feb 25, 2026 | Fund Letter | Dr. Hendrik LeberACATIS Investment | Application SoftwareSoftware | ACATIS Investment 2025 Q3 (SNPS) Last year, Synopsis announced the takeover of its smaller competitor Ansys and offered Ansys shareholders one partial payment in shares and one partial payment in cash. We used an... | BULL | View Pitch → | |
| Feb 25, 2026 | Fund Letter | Alan BreedEdgewood Management | Application SoftwareSoftware | Edgewood Management 2025 Q3 (SNPS) Leading provider of semiconductor design automation software and IP, enabling chip design, verification, and secure software development across AI, automotive, and hyperscaler markets. Thesis: Mission-critical supplier... | BULL | View Pitch → | |
| Feb 20, 2026 | Fund Letter | Javier Ruiz, CFAHoros Asset Management | Broadline RetailBroadline Retail | Horos Asset Management 2025 Q4 (NPSNY) In the case of Naspers, our investment has gone through two periods of significant challenges during the years we have held the company. The first took... | BULL | View Pitch → | |
| Feb 20, 2026 | Fund Letter | James Cullen | Union Pacific Corp $UNP• NYSE | Ground TransportationGround Transportation | Cullen Enhanced Equity Income Fund 2025 Q4 (UNP) Union Pacific (UNP) is one of North America's largest Class I railroads, operating a premier network across the western two-thirds of the United States that connects key ports, industrial hubs, and population centers. The company benefits... | BULL | View Pitch → |
| Feb 20, 2026 | Fund Letter | Josh SaltmanBaron FinTech Fund | InsuranceInsurance | Baron FinTech Fund 2025 Q4 (NEPT) The Fund also participated in the IPO of Neptune Insurance Holdings Inc., the leading underwriter of private flood insurance. Neptune utilizes a... | BULL | View Pitch → | |
| Jan 16, 2026 | Fund Letter | Nathan Fredrick, CFARiverwater Partners Small Cap Strategy | Npk International $NPKI• NASDAQ | Building ProductsBuilding Products | Riverwater Partners Small Cap Strategy 2025 Q4 (NPKI) During the quarter, we added NPK International Inc., a manufacturer, renter, and seller of composite matting solutions primarily serving utility and energy-related end markets. We view NPKI... | BULL | View Pitch → |
| Dec 4, 2025 | Fund Letter | Evan Bauman, Erica Furfaro, Aram Green, Amanda Leithe, Margaret VitranoClearBridge Investments All Cap Growth | Application SoftwareSoftware | ClearBridge Investments All Cap Growth 2025 Q2 (SNPS) In IT, we added Synopsys and Palantir Technologies. Synopsys is a... | BULL | View Pitch → | |
| Nov 28, 2025 | Fund Letter | Damian Bird | InPost SA $EN AMSTERDAM-INP• NASDAQ | -- | Long EN AMSTERDAM-INP (InPost SA) InPost, Poland's market leader in parcel lockers with over 70% share, experienced temporary profit headwinds from integrating a UK acquisition. Despite near-term weakness,... | 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.