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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 | Royal London Global Equity Diversified Fund | Ferrari NV $RACE• NYSE | AutomobilesAutomobiles | Long RACE (Ferrari N.V.) The manager initiated a position in Ferrari following a market correction triggered by conservative five-year growth outlooks. The firm maintains... | BULL | View Pitch → |
| Feb 25, 2026 | Fund Letter | Royal London Global Equity Diversified Fund | Ferrari NV $RACE• NYSE | AutomobilesAutomobiles | Royal London Global Equity Diversified Fund 2025 Q4 (RACE) We introduced Ferrari following a recent fall in its share price. Ferrari is a... | BULL | View Pitch → |
| Jan 24, 2026 | Fund Letter | Rajesh Gandhi, Jim ZhaoAmerican Century International Growth Fund | Ferrari NV $RACE• NYSE | AutomobilesAutomobiles | 2025 Q4 Sands Capital International Growth Fund 2025 Q4 (RACE IM) Ferrari shares declined after the company lowered its 2030 EV sales target. We believe this... | 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.