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 | Daniel ShvartsmanMiddle Coast Investing LLC | Application SoftwareSoftware | Middle Coast Investing - CPAY Corpay is in the financial stocks basket. The manager highlights... | NEUTRAL | View Pitch → | |
| Feb 20, 2026 | Fund Letter | Zach TurnerFidelity Dividend Growth Fund | Paycom Software $PAYC• NASDAQ | Application SoftwareSoftware | Fidelity Dividend Growth Fund 2025 Q4 (PAYC) Overweighting Paycom Software detracted most. The company offers... | BEAR | View Pitch → |
| Jan 28, 2026 | Fund Letter | Tony ConiarisHarris Associates Concentrated Strategy | Paycom Software $PAYC• NASDAQ | Application SoftwareSoftware | Harris Associates Concentrated Strategy 2025 Q4 (PAYC) Paycom Software was a detractor during the quarter. The U.S.-headquartered human... | BULL | View Pitch → |
| Jan 28, 2026 | Fund Letter | Vivian Y. Chen, CFAMarram Investment Management | Application SoftwareSoftware | Marram Investment Management 2025 Q4 (PAY) Paymentus (PAY), over the past 3 years: Revenue per share increased +85%, or +36% annualized. Free Cash Flow... | BULL | View Pitch → | |
| Jan 27, 2026 | Fund Letter | William C. NygrenOakmark Select Fund | Paycom Software $PAYC• NASDAQ | Application SoftwareSoftware | Oakmark Select Fund 2025 Q4 (PAYC) Paycom Software was the top detractor during the quarter. The U.S.-headquartered human... | BULL | View Pitch → |
| Jan 27, 2026 | Fund Letter | Daniel GladišVltava Fund | Application SoftwareSoftware | Vltava Fund 2025 Q4 (CPAY) Changes in the portfolio In the past quarter, Corpay shares were added to Vltava Fund's portfolio. Corpay is a... | BULL | View Pitch → | |
| Jan 16, 2026 | Fund Letter | Spheria Asset Management Pty LimitedSpheria Global Opportunities Fund | Paycom Software $PAYC• NASDAQ | Application SoftwareSoftware | Spheria Global Opportunities Fund 2025 Q4 (PAYC) PAYC provides cloud-based human capital management (HCM) software for small to mid-sized companies in the USA. Its software includes... | BULL | View Pitch → |
| Nov 28, 2025 | Fund Letter | Aaron ChanRecurve Capital | Payoneer Global Inc - US $PAYO• NASDAQ | Application SoftwareSoftware | Recurve Capital 2025 Q3 (PAYO) After a +40% August, Paymentus fell -22% in September and we used the selloff to increase our exposure to a 6% position, adding about +150 bps. The stock goes... | 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.