Loading investment pitches...
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 | Brent JacksonKathmandu Capital | Transportation InfrastructureTransportation Infrastructure | Kathmandu Capital - OMAB Grupo Aeroportuario del Centro Norte (OMAB) is a leading airport operator in Mexico, founded in 1998 as part of the country's airport privatization initiative. The company operates... | BULL | View Pitch → | |
| Sep 2, 2026 | Fund Letter | John Brown, Drew JustmanMadison Dividend Income Fund | Oil, Gas & Consumable FuelsOil, Gas & Consumable Fuels | Madison Dividend Income Fund - XOM One of the fund's top holdings is Exxon Mobile (XOM). XOM is the... | NEUTRAL | View Pitch → | |
| Sep 2, 2026 | Fund Letter | Dominick D'AngeloO'Keefe Stevens Advisory, Inc | Semiconductors & Semiconductor EquipmentSemiconductors & Semiconductor Equipment | O'Keefe Stevens Advisory, Inc - QCOM Our positions in NVIDIA, Qualcomm, and Corning were put on almost a decade prior to the AI boom. Q2 gave us... | NEUTRAL | View Pitch → | |
| Sep 2, 2026 | Fund Letter | Harry Burn, III; John P. DeGulis; T. Gibbs Kane, Jr.The Sound Shore Fund | Semiconductors & Semiconductor EquipmentSemiconductors & Semiconductor Equipment | The Sound Shore Fund - QCOM Qualcomm and Marvell Technology, were two of our strongest contributors in 2Q. Both are excellent... | BULL | View Pitch → | |
| Sep 2, 2026 | Fund Letter | Howard GleicherAristotle Value Equity Fund | Semiconductors & Semiconductor EquipmentSemiconductors & Semiconductor Equipment | Aristotle Value Equity Fund - QCOM Qualcomm, a leading semiconductor and communications technology company, was the largest contributor for the quarter. Shares recovered as... | BULL | View Pitch → | |
| Sep 2, 2026 | Fund Letter | Aristotle_Saul Global Equity Fund | Semiconductors & Semiconductor EquipmentSemiconductors & Semiconductor Equipment | Aristotle Saul Global Equity Fund - QCOM Qualcomm, a leading semiconductor and communications technology company, was among the largest contributors for the quarter. Shares recovered as... | BULL | View Pitch → | |
| Sep 2, 2026 | Fund Letter | Aziz HamzaogullariLoomis Sayles Global Growth Fund | Hotels, Restaurants & LeisureHotels, Restaurants & Leisure | Loomis Sayles Global Growth Fund - TCOM China-based Trip.com (TCOM), formerly known as Ctrip, is among the world's largest global travel platform. Founded in 1999,... | NEUTRAL | View Pitch → | |
| Sep 2, 2026 | Fund Letter | Caesar M. P. Bryan, Gustavo Pifano, Ashish SinhaThe Gabelli International Small Cap Fund | IndustrialsIndustrials | The Gabelli International Small Cap Fund - LOOMIS.ST Loomis AB (LOOMIS – $49.01 / SEK 475.20 – Stockholm Exchange), headquartered in Stockholm, Sweden, is a global Cash-in-Transit/Cash Management Services player with No. 1 or No. 2 positions in all markets it operates in. The company is... | NEUTRAL | View Pitch → | |
| Aug 21, 2026 | Fund Letter | Mark L. YockeyArtisan International Fund | Compass, Inc. $COMP• NASDAQ | Real Estate ServicesReal Estate Management & Development | Long COMP (Compass, Inc.) Compass is a residential real estate brokerage that leverages an integrated technology platform to enhance agent productivity and client engagement. | BULL | View Pitch → |
| Aug 21, 2026 | Fund Letter | Alpha Wealth Funds The Insiders Fund | Oil, Gas & Consumable FuelsOil, Gas & Consumable Fuels | Long XOM (Exxon Mobil Corp) Exxon Mobil provides highly resilient fossil-fuel production and marketing capabilities in a global economy where viable alternatives remain decades away. The pending acquisition... | BULL | View Pitch → | |
| Aug 21, 2026 | Fund Letter | Glenn Fortin and Rui CardosoBrown Advisory | Semiconductors & Semiconductor EquipmentSemiconductors & Semiconductor Equipment | Long QCOM (Qualcomm) While Qualcomm's near-term outlook is impacted by temporary handset market weakness, its automotive and IoT segments show robust growth. The company's data... | BULL | View Pitch → | |
| Aug 21, 2026 | Fund Letter | Daniel ShvartsmanMiddle Coast Investing LLC | Transportation InfrastructureTransportation Infrastructure | Long OMAB (Grupo Aeroportuario del Centro Norte) The manager utilized a brief regulatory scare regarding Mexican airport concessions to heavily increase the fund's position in OMAB. While both OMAB... | BULL | View Pitch → | |
| Aug 21, 2026 | Fund Letter | Jonathan ReichekBrasada Focused Equity Strategy | Transportation InfrastructureTransportation Infrastructure | Long OMAB (Grupo Aeroportuario del Centro Norte) OMAB is one of three publicly traded airport operators in Mexico. They operate 13... | BULL | View Pitch → | |
| Aug 21, 2026 | Fund Letter | Mr. FitzpatrickAristotle Core Equity Fund | Oil, Gas & Consumable FuelsOil, Gas & Consumable Fuels | Long XOM (Exxon Mobil) Exxon Mobil's principal business involves exploration for, and production of, crude oil and natural gas; manufacture, trade, transport and sale of crude oil, natural gas, petroleu | BULL | View Pitch → | |
| Aug 21, 2026 | Fund Letter | Daniel ShvartsmanMiddle Coast Investing LLC | Transportation InfrastructureTransportation Infrastructure | Long OMAB (Grupo Aeroportuario del Centro Norte, S.A.B. de C.V.) The manager highlights OMAB's impressive passenger growth which outperforms its local Mexican peers. Idiosyncratic issues like... | BULL | View Pitch → | |
| Aug 11, 2026 | Fund Letter | Mr. FitzpatrickAristotle Core Equity Fund | Oil, Gas & Consumable FuelsOil, Gas & Consumable Fuels | Aristotle Core Equity Fund - XOM Exxon Mobil's principal business involves exploration for, and production of, crude oil and natural gas; manufacture, trade, transport and sale of crude oil, n... | NEUTRAL | View Pitch → | |
| Aug 8, 2026 | Seeking Alpha | Seeking Alpha ContributorSeeking Alpha | Construction MaterialsConstruction Materials | Loma Negra Compañía Industrial Argentina Sociedad Anónima Loma Negra's recent Q2 2026 results highlight ongoing challenges, including weak volumes, rising costs, and pressured margins. The company's performance... | NEUTRAL | View Pitch → | |
| Aug 7, 2026 | Fund Letter | Tim StaermoseAfrican Lions Fund | -- | African Lions Fund – SCOM.NR Standouts among our biggest holdings have included Safaricom which reported group earnings per share for the financial year ended March 31 up 37% BSD Analysis: The m... | BULL | View Pitch → | |
| Jul 4, 2026 | Substack | Rijnberk Invest Insights | Semiconductors & Semiconductor EquipmentSemiconductors & Semiconductor Equipment | Long QCOM (Qualcomm) The bullish thesis is supported by multiple pillars: 1) In smartphones, revenue is growing through rising average selling prices (ASPs) and on-device AI complexity, despite flat unit volumes. 2) The automotive... | BULL | View Pitch → | |
| Feb 20, 2026 | Fund Letter | James Cullen | Semiconductors & Semiconductor EquipmentSemiconductors & Semiconductor Equipment | Cullen Enhanced Equity Income Fund 2025 Q4 (QCOM) Shares of Qualcomm (QCOM) were purchased in the strategy during the quarter. Qualcomm is a... | BULL | View Pitch → | |
| Jan 23, 2026 | Fund Letter | Peter SmithPalm Harbour Capital | Construction MaterialsConstruction Materials | Palm Harbour Capital 2025 Q4 (LOMA) The top contributor during the quarter was Loma Negra (+75.6%, +122 bps), the largest Argentinian cement producer, which completely erased the losses of the previous quarter. Loma Negra's share... | BULL | View Pitch → | |
| Jan 20, 2026 | Fund Letter | Tom Wetherald and Eddie ReillyMinot Light Capital Partners | Outset Medical $OM• NYSE | Health Care Equipment & SuppliesHealth Care Equipment & Supplies | Minot Light Capital Partners 2025 Q4 (OM) Outset Medical (OM) was by far the biggest loser for the quarter, as the company missed earnings and experienced a massive sell-off. We believe the... | BULL | View Pitch → |
| Jan 20, 2026 | Fund Letter | Tom Wetherald and Eddie ReillyMinot Light Capital Partners | XOMA Royalty Corp $XOMA• NASDAQ | BiotechnologyBiotechnology | Minot Light Capital Partners 2025 Q4 (XOMA) Two similar examples of process-driven losses from the fourth quarter of 2025 were the declines we experienced in shares of XOMA Royalty Corp (XOMA) and Clearpoint Neuro (CLPT). We consider both... | BULL | View Pitch → |
| Jan 20, 2026 | Fund Letter | John W. RogersAriel Appreciation Fund | MediaMedia | Ariel Appreciation Fund 2025 Q4 (OMC) Additionally, portfolio holding Interpublic Group of Companies (IPG) was acquired by Omnicom Group Inc. (OMC)—the world's largest advertising agency holding company—during the quarter. We are holding... | BULL | View Pitch → | |
| Jan 8, 2026 | Fund Letter | Brent JacksonKathmandu Capital | Transportation InfrastructureTransportation Infrastructure | Kathmandu Capital 2025 Q2 (OMAB) Grupo Aeroportuario del Centro Norte (OMAB) is a leading airport operator in Mexico, founded in 1998 as part of the country's airport privatization initiative. The company operates... | BULL | View Pitch → | |
| Jan 8, 2026 | Fund Letter | Tom Wetherald and Eddie ReillyMinot Light Capital Partners | Outset Medical $OM• NYSE | Health Care Equipment & SuppliesHealth Care Equipment & Supplies | Minot Light Capital Partners 2025 Q2 (OM) Outset Medical is a company that we made a large position when it fell below $1.00/share due to dilution from a very constructive financing with several high-quality healthcare investors, which essentially prevented a liquidity crisis for the company. Outset provides dialysis... | BULL | View Pitch → |
| Jan 8, 2026 | Fund Letter | Chad MeadeMeridian Small Cap Growth Fund | Viper Energy $VNOM• NASDAQ | Oil, Gas & Consumable FuelsOil, Gas & Consumable Fuels | Meridian Small Cap Growth Fund 2025 Q2 (VNOM) Viper Energy, Inc. owns and acquires mineral and royalty assets in oil and natural gas properties in the Permian Basin. We like Viper's... | BULL | View Pitch → |
| Jan 8, 2026 | Fund Letter | Aziz HamzaogullariLoomis Sayles Global Growth Fund | Hotels, Restaurants & LeisureHotels, Restaurants & Leisure | Loomis Sayles Global Growth Fund 2025 Q2 (TCOM) China-based Trip.com (TCOM), formerly known as Ctrip, is the world's largest global travel platforms. Founded in 1999,... | BULL | View Pitch → | |
| Dec 4, 2025 | Fund Letter | John Baldi, Michael ClarfeldClearBridge Investments Dividend Strategy | Oil, Gas & Consumable FuelsOil, Gas & Consumable Fuels | ClearBridge Investments Dividend Strategy 2025 Q2 (XOM) We also significantly increased our position in Exxon Mobil, as commodity weakness weighed on the shares, providing a compelling opportunity. Commodity prices are... | BULL | View Pitch → | |
| Dec 4, 2025 | Fund Letter | Eric Mintz, Christopher Sassouni, David CavanaughCarillon Eagle Small Cap Growth Fund | Viper Energy $VNOM• NASDAQ | Oil, Gas & Consumable FuelsOil, Gas & Consumable Fuels | Carillon Eagle Small Cap Growth Fund 2025 Q2 (VNOM) Viper Energy owns and acquires mineral and royalty interests in oil and natural gas properties primarily in the Permian Basin. The company's stock... | BULL | View Pitch → |
Join institutional and professional investors receiving our weekly analysis of hedge fund letters, market trends, and high-conviction ideas.
Zero Spam • High Alpha • Unsubscribe Anytime
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.