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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 30, 2026 | Fund Letter | John Whelan and Kevin BertoliPM Capital Australian Companies Fund | Metals & MiningMetals & Mining | Long NST.AX (Northern Star Resources Limited) Northern Star's re-rating reflected a governance reset and corporate interest in the company. After constructive discussions... | BULL | View Pitch → | |
| Oct 30, 2026 | Fund Letter | Paul MoorePM Capital Global Companies Fund | Metals & MiningMetals & Mining | Long NST.AX (Northern Star Resources Limited) Northern Star attracted activist Elliott and an unsolicited offer from Gold Fields. The board rejected... | BULL | View Pitch → | |
| Sep 2, 2026 | Fund Letter | Marc Steinberg & Jesse CohnElliott Management | Metals & MiningMetals & Mining | Elliott Management - NST.AX Northern Star is a top-10 global gold miner by production. NST owns a... | NEUTRAL | 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.