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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 | 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 → | |
| 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 | 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 → | |
| 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 → |
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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.