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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 | Kris Webster, Michael Poulsen, and Jack McManusCanopy Investors | Application SoftwareSoftware | Long PTC (PTC Inc.) PTC's deterministic software is essential for physical manufacturing and engineering design, making it highly insulated from AI-driven disruption. The company's deep... | BULL | View Pitch → | |
| Jan 20, 2026 | Fund Letter | Kris Webster, Michael Poulsen, and Jack McManusCanopy Investors | Application SoftwareSoftware | Canopy Investors 2025 Q4 (PTC) Consider the Fund's investment in PTC, a US-based software provider whose products are used by large industrial companies to design and manufacture complex products, including in the aerospace and defence industries. Designs must conform... | 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.