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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 | ||
|---|---|---|---|---|---|---|---|
| Aug 21, 2026 | Fund Letter | Mark L. YockeyArtisan International Fund | Onto Innovation $ONTO• NASDAQ | Semiconductors & Semiconductor EquipmentSemiconductors & Semiconductor Equipment | Long ONTO (Onto Innovation) Onto is a leading provider of process control and inspection solutions used in advanced semiconductor wafer manufacturing. | BULL | View Pitch → |
| Jan 20, 2026 | Fund Letter | Derek JohnstonConestoga Micro Cap Composite | -- | Long TORONTO STOCK EXCHANGE-ELVA (Electrovaya, Inc.) Electrovaya, Inc. (ELVA) traded higher as order activity strengthened and progress toward commercial scale improved revenue visibility. Advancements in customer... | BULL | View Pitch → | |
| Jan 15, 2026 | Fund Letter | Jason & JesseDKAM Donville Kent Asset Management | -- | Long TORONTO STOCK EXCHANGE-VHI (VitalHub Corp) VitalHub's quarter beat expectations on every metric. Profit margins have... | BULL | View Pitch → | |
| Jan 15, 2026 | Fund Letter | Jason & JesseDKAM Donville Kent Asset Management | -- | Long TORONTO STOCK EXCHANGE-E (Enterprise Group Inc) Enterprise reported a great bounce back quarter. There were three... | BULL | View Pitch → | |
| Jan 15, 2026 | Fund Letter | Jason & JesseDKAM Donville Kent Asset Management | -- | Long TORONTO STOCK EXCHANGE-GSY (goeasy Ltd) We have been investors in GoEasy for a long time. The company continues... | BULL | View Pitch → | |
| Nov 28, 2025 | Fund Letter | Matthew FineThird Avenue Value Fund | -- | Long TORONTO STOCK EXCHANGE-CS (Capstone Copper Corp.) Capstone Copper continues to expand its flagship Chilean mine, Mantoverde, which achieved full production in mid-2025. The company plans... | 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.