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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 | Daniel GladišVltava Fund | -- | Vltava Fund - KSPI.L Even from a global perspective, Kaspi.kz is an exceptional example of a digital ecosystem combining into a single application payments, e-commerce, marketplaces, consumer finance, merchant services, travel, advertising, and even select government services. It is therefore... | NEUTRAL | View Pitch → | |
| Sep 2, 2026 | Fund Letter | Stuart Pearce, Alexis DelloyeAlluvium Global Fund | Other Specialty RetailSpecialty Retail | Alluvium Global Fund - GPI Group 1 Automotive, (down 11.8%) reported results without too many surprises, however servicing and parts revenue was affected in the US by poor weather. It also announced... | NEUTRAL | View Pitch → | |
| Aug 21, 2026 | Fund Letter | Richard StaveleyRockwood Strategic | Commercial Services & SuppliesCommercial Services & Supplies | Long CPI.L (Capita plc) Capita is a major business process services provider entering the final stages of a multi-year balance sheet stabilization. The new CEO... | BULL | View Pitch → | |
| Aug 21, 2026 | Fund Letter | Andrew SummersSummers Value Fund | Premier Inc $PINC• NASDAQ | -- | Short PINC (Premier, Inc.) The fund sold its position in Premier at a loss after the company continued to struggle. Despite a cleaned-up... | BEAR | View Pitch → |
| Aug 21, 2026 | Fund Letter | Brent JacksonKathmandu Capital | IndustrialsIndustrials | Long KSPI.IL (Kaspi.KZ) Kaspi operates a dominant, highly profitable tech super app in Kazakhstan, commanding massive market share in e-commerce, consumer finance, and payments. It trades at... | BULL | View Pitch → | |
| Aug 21, 2026 | Fund Letter | Peter SmithPalm Harbour Capital | Farmland Partners $FPI• NYSE | Specialized REITsEquity Real Estate Investment Trusts (REITs) | Long FPI (Farmland Partners) Farmland Partners is a real estate investment trust that owns and leases farmland across the U.S. During the quarter, the REIT reported better-than-expected operating results. | BULL | View Pitch → |
| Aug 21, 2026 | Fund Letter | Mohnish PabraiPabrai Wagons Fund | Other Specialty RetailSpecialty Retail | Long GPI (Group 1 Automotive) Group 1 Automotive belongs to the fund's core dealership concentration, leveraging durable parts and services income. The manager notes... | BULL | View Pitch → | |
| Aug 21, 2026 | Fund Letter | Krishna MohanrajDiamond Hill International | IndustrialsIndustrials | Long EPI-A.ST (Epiroc AB) Epiroc commands a leading position in the surface and underground drilling equipment space, supported by a highly profitable aftermarket services segment that mitigates cyclical risks. Operating within a... | BULL | View Pitch → | |
| Aug 21, 2026 | Fund Letter | Interactive Media & ServicesInteractive Media & Services | Short PINS (Pinterest) Pinterest was exited to reduce overall digital advertising exposure and shift capital to higher-quality peers. With execution issues... | BEAR | View Pitch → | ||
| Aug 14, 2026 | Substack | jaminvestSubstack (jaminvest) | -- | N&I #85Kaspi.kz – KSPI.L Kaspi.kz recently increased its dividend by 18%, offering a 9% yield, which typically would boost the share price. However, the rising... | NEUTRAL | View Pitch → | |
| Aug 6, 2026 | Seeking Alpha | Seeking Alpha ContributorSeeking Alpha | Interactive Media & ServicesInteractive Media & Services | Pinterest, Inc. Pinterest reported a mixed Q2 with a beat on top and bottom line expectations but only a slight increase in its full-year outlook. Despite a post-earnings... | BULL | View Pitch → | |
| Feb 3, 2026 | Fund Letter | Michael MelbyGate City Capital Management | Intrepid Potash $IPI• NYSE | Commodity ChemicalsChemicals | Gate City Capital 2025 Q4 (IPI) Intrepid Potash (IPI) detracted during the quarter due to agricultural market weakness. Intrepid produces potash... | BULL | View Pitch → |
| Jan 24, 2026 | Fund Letter | TimesSquare Capital Management LLCTimesSquare Capital Management U.S. Mid Cap Growth Strategy | Interactive Media & ServicesInteractive Media & Services | TimesSquare Capital Management U.S. Mid Cap Growth Strategy 2025 Q4 (PINS) Pinterest pulled back by roughly 20% during the quarter after reporting an inline quarter, with fourth-quarter revenue and profit guidance slightly below Street expectations. The company has... | BULL | View Pitch → | |
| Jan 8, 2026 | Fund Letter | Brent JacksonKathmandu Capital | Kaspi.kz JSC $KSPI• NASDAQ | Application SoftwareSoftware | Kathmandu Capital 2025 Q2 (KSPI) Geopolitical headwinds, domestic policy changes, and a high-interest rate environment continue to weigh on the company. We remain patient... | BULL | View Pitch → |
| Jan 8, 2026 | Fund Letter | Kristopher P. KelleyLegacy Ridge Capital | AutomobilesAutomobiles | Legacy Ridge Capital 2025 Q2 (PII) One of the new investments we made this year is in Polaris (PII), a manufacturer of powersports vehicles, including: Side-by-sides, ATVs, snowmobiles (Off-Road Segment), motorcycles (On-Road Segment), and boats (Marine Segment). Side-by-sides—Rangers and Razors—look... | BULL | View Pitch → | |
| Dec 4, 2025 | Fund Letter | ESSA Pharma $EPIX• NASDAQ | -- | Clark Street Value 2025 Q2 (EPIX) ESSA Pharma (EPIX) is trading for $1.75/share and my estimate of its liquidation value is approximately $2.10/share. 9.5% shareholder BML... | BULL | View Pitch → | |
| Dec 3, 2025 | Fund Letter | Stuart Pearce, Alexis DelloyeAlluvium Global Fund | Other Specialty RetailSpecialty Retail | Alluvium Global Fund 2025 Q2 (GPI) Both our auto dealerships performed well. Autonation was up... | BULL | View Pitch → | |
| Nov 28, 2025 | Fund Letter | Eric Mintz, Christopher Sassouni, David CavanaughCarillon Eagle Small Cap Growth Fund | Impinj, Inc. $PI• NYSE | Semiconductors & Semiconductor EquipmentSemiconductors & Semiconductor Equipment | Carillon Eagle Small Cap Growth Fund 2025 Q3 (PI) Impinj posted strong quarterly results with revenue growth ahead of expectations. Broader RFID adoption,... | BULL | View Pitch → |
| Nov 28, 2025 | Fund Letter | H. George Dai, Joshua D. BennettAlger Weatherbie Specialized Growth Fund | Impinj, Inc. $PI• NYSE | Semiconductors & Semiconductor EquipmentSemiconductors & Semiconductor Equipment | Alger Weatherbie Specialized Growth Fund 2025 Q3 (PI) Impinj designs, sells, and licenses a platform based on RAIN RFID—a wireless tagging technology that helps organizations identify and track items across supply chains. Its offering spans... | BULL | View Pitch → |
| Nov 28, 2025 | Fund Letter | Ken Korngiebel, Thomas Bradley, Natalie PesquéWasatch Micro Cap Fund | Impinj, Inc. $PI• NYSE | Semiconductors & Semiconductor EquipmentSemiconductors & Semiconductor Equipment | Wasatch Micro Cap Fund 2025 Q3 (PI) Impinj shares rose sharply after stronger-than-expected results and continued customer adoption of RFID technologies. Its superior read... | 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.