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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 | Nathan Fredrick, CFARiverwater Micro Opportunities Strategy | Red Violet, Inc. $RDVT• NASDAQ | Application SoftwareSoftware | Riverwater Micro Opportunities Strategy - RDVT Red Violet, a data analytics and identity intelligence provider, gained approximately 84%. The company's proprietary... | NEUTRAL | View Pitch → |
| Sep 2, 2026 | Fund Letter | Ken Korngiebel, Thomas Bradley, Natalie PesquéWasatch Micro Cap Fund | Red Violet, Inc. $RDVT• NASDAQ | Application SoftwareSoftware | Wasatch Micro Cap Fund - RDVT Red Violet, Inc. (RDVT) rebounded in the quarter after falling victim to the prior quarter's AI-driven sell-off in software stocks. The company leverages... | NEUTRAL | View Pitch → |
| Aug 21, 2026 | Fund Letter | Ken Korngiebel, Thomas Bradley, Natalie PesquéWasatch Micro Cap Fund | Red Violet, Inc. $RDVT• NASDAQ | Application SoftwareSoftware | Long RDVT (Red Violet, Inc.) The manager views Red Violet's cloud-native identity intelligence and fraud prevention platform as highly secure and difficult for competitors to replicate. They took advantage... | BULL | View Pitch → |
| Aug 21, 2026 | Fund Letter | Nathan Fredrick, CFARiverwater Micro Opportunities Strategy | Red Violet, Inc. $RDVT• NASDAQ | Application SoftwareSoftware | Short RDVT (Red Violet, Inc.) Red Violet (RDVT), a provider of data analytics and identity intelligence solutions used across government, law enforcement, and enterprise markets, underperformed in the first quarter of 2026 primari | BEAR | View Pitch → |
| Aug 21, 2026 | Fund Letter | Mick Rasmussen, Derrick Tzau, Stuart RigbyWasatch Global Select Strategy | Red Violet, Inc. $RDVT• NASDAQ | Application SoftwareSoftware | Long RDVT (Red Violet, Inc.) Red Violet, Inc. (RDVT) was a main detractor from Fund performance compared to the benchmark, falling victim to the quarter's AI-driven selloff in software stocks despite reporting exceptional results | BULL | View Pitch → |
| Aug 21, 2026 | Fund Letter | David PolanskyImmersion Investment Partners | Red Violet, Inc. $RDVT• NASDAQ | Application SoftwareSoftware | Immersion Investment Partners - RDVT Red Violet (RDVT – Underdog) merits some discussion, given the violent contraction in the first quarter and the subsequent snapback. | NEUTRAL | View Pitch → |
| Aug 11, 2026 | Fund Letter | David PolanskyImmersion Investment Partners | Red Violet, Inc. $RDVT• NASDAQ | Application SoftwareSoftware | Immersion Investment Partners – RDVT Red Violet (RDVT – Underdog) merits some discussion, given the violent contraction in the first quarter and the subsequent snapback. To reiterate our... | 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.