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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 | Patrick Kelly, Dan Chung, Ankur CrawfordAlger Spectra Fund | Trading Companies & DistributorsTrading Companies & Distributors | Alger Spectra Fund - QXO QXO is a building products distribution company led by Brad Jacobs, an entrepreneur with a long track record of building large, successful companies through disciplined acquisitions and operational improvement. The company is... | BEAR | View Pitch → | |
| Sep 2, 2026 | Fund Letter | TimesSquare Capital Management LLCTimesSquare Capital Management U.S. Mid Cap Growth Strategy | Trading Companies & DistributorsTrading Companies & Distributors | TimesSquare Capital Management U.S. Mid Cap Growth Strategy - QXO QXO, Inc. (QXO), a distributor of roofing, waterproofing and complementary building products, was a bottom contributor during the second quarter. Following our entry... | BULL | View Pitch → | |
| Sep 2, 2026 | Fund Letter | James A. RobillardSpyglass Growth Strategy | Trading Companies & DistributorsTrading Companies & Distributors | Spyglass Growth Strategy - QXO QXO, Inc. (QXO), a distributor of roofing, waterproofing and complementary building products, was a bottom contributor during the second quarter. Following our entry... | BULL | View Pitch → | |
| Sep 2, 2026 | Fund Letter | Western & Southern Financial Group / Touchstone InvestmentsTouchstone Balanced Fund | Trading Companies & DistributorsTrading Companies & Distributors | Touchstone Balanced Fund - QXO Equity changes included exiting SS&C Technologies Holdings, Inc. (Industrials sector) and Goldman Sachs Group, Inc. (Financials sector) while initiating positions in QXO, Inc. (Industrials sector), SAP SE (IT sector), Blackstone, Inc. (Financials sector), and Cencora, Inc. (Health Care sector). | NEUTRAL | View Pitch → | |
| Aug 21, 2026 | Fund Letter | Spyglass Capital | Trading Companies & DistributorsTrading Companies & Distributors | Long QXO (QXO, Inc.) Added in April, QXO fell after announcing its acquisition of TopBuild due to market concerns over leverage and integration. However, the manager... | BULL | View Pitch → | |
| Aug 21, 2026 | Fund Letter | Silas Myers, Brian MasseyMar Vista US Quality | Trading Companies & DistributorsTrading Companies & Distributors | Mar Vista US Quality Select - QXO QXO (QXO) shares underperformed during the period as investors remained focused on near-term macroeconomic headwinds, including a sluggish U.S. housing market and persistently elevated interest rates, | BEAR | View Pitch → | |
| Aug 21, 2026 | Fund Letter | Silas Myers, Brian MasseyMar Vista US Quality | Trading Companies & DistributorsTrading Companies & Distributors | Mar Vista US Quality - QXO QXO (QXO) shares underperformed during the period as investors remained focused on near-term macroeconomic headwinds, including a sluggish U.S. housing market and persistently elevated interest rates, | BEAR | View Pitch → | |
| Jan 28, 2026 | Fund Letter | Tsai Capital Corporation | Trading Companies & DistributorsTrading Companies & Distributors | Tsai Capital 2025 Q4 (QXO) In 2024, we initiated a position in QXO at approximately $11 per share. Under Brad Jacobs'... | BULL | View Pitch → | |
| Jan 8, 2026 | Fund Letter | Christina Siegel MalbonPatient Capital Management | Trading Companies & DistributorsTrading Companies & Distributors | Patient Capital Management 2025 Q2 (QXO) QXO ($22.03), a company we invested in as a PIPE a year ago, ended the quarter as our largest holding. CEO Brad Jacobs... | 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.