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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 | Matthew BerryAoris International Fund | Compass Group $CMPGY• NASDAQ | RestaurantsHotels, Restaurants & Leisure | Aoris International Fund - CMPGY Compass is the world's largest contract catering business. It serves over... | NEUTRAL | View Pitch → |
| Sep 2, 2026 | Fund Letter | Matthew BerryAoris International Fund | -- | Aoris International Fund - EXPGY Experian is the world's largest credit bureau, collecting and aggregating information on more than 1.5 billion consumers and 300 million businesses. AI is increasing... | NEUTRAL | View Pitch → | |
| Sep 2, 2026 | Fund Letter | Tim GallagherUnconventional Value | Application SoftwareSoftware | Unconventional Value - PGY I rolled much of the proceeds from Planet into Pagaya, my largest position today. Pagaya is in... | BULL | View Pitch → | |
| Jan 8, 2026 | Fund Letter | Tim GallagherUnconventional Value | Application SoftwareSoftware | Unconventional Value 2025 Q2 (PGY) When I started buying Pagaya in early 2024, I had no idea it would turn into my largest position today. I simply saw... | BULL | View Pitch → | |
| Dec 3, 2025 | Fund Letter | James A.ColganAMG Frontier Small Cap Growth Fund | Application SoftwareSoftware | AMG Frontier Small Cap Growth 2025 Q2 (PGY) Pagaya is an artificial intelligence (AI)-driven fintech company that operates as a two-sided platform connecting banks and other traditional lenders with institutional investors to provide retail credit. The company's AI... | 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.