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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 8, 2026 | Fund Letter | Scott KlarquistSeven Corners Capital Management, LLC | -- | Long PSHZF (Pershing Square Holdings, Ltd.) Pershing Square Holdings ($PSHZF) is an investment holding company managed by Bill Ackman that holds concentrated positions in high-quality North American public companies. Representing 25.6% of... | BULL | View Pitch → | |
| Aug 21, 2026 | Fund Letter | Scott KlarquistSeven Corners Capital Management, LLC | -- | Long PSHZF (Pershing Square Holdings) Pershing Square Holdings offers strong upside driven by Bill Ackman's stock picking and a potential closing of its 29% NAV discount. The potential transformation... | BULL | View Pitch → | |
| Aug 21, 2026 | Fund Letter | Scott KlarquistSeven Corners Capital Management, LLC | -- | Long PSHZF (Pershing Square Holdings) The manager sees PSHZF as a dual opportunity driven by Bill Ackman's investment capabilities and a 32% NAV discount. Re-domiciling in the... | BULL | View Pitch → | |
| Jan 20, 2026 | Fund Letter | Scott KlarquistSeven Corners Capital Management, LLC | -- | Seven Corners Capital 2025 Q4 (PSHZF) Pershing Square Holdings (PSHZF), the largest position in the portfolio, finished 2025 up 37% including dividends, outperforming the increase in its net asset value and leading to a narrowing of its discount to NAV. The long thesis... | BULL | View Pitch → | |
| Jan 8, 2026 | Fund Letter | Scott KlarquistSeven Corners Capital Management, LLC | -- | Seven Corners Capital 2025 Q2 (PSHZF) PSHZF, led by billionaire hedge fund manager Bill Ackman, finished 1H 2025 up 12.3% (including dividends), underperforming a 15.5% increase in its NAV, thus widening its discount to NAV to roughly 34%. The long thesis... | 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.