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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 | Tim GallagherUnconventional Value | Remitly Global, Inc. $RELY• NASDAQ | Application SoftwareSoftware | Unconventional Value - RELY Early this year, I also took the opportunity to increase my investment in Remitly. Remitly is a... | NEUTRAL | View Pitch → |
| Feb 25, 2026 | Fund Letter | Tim GallagherUnconventional Value | Remitly Global, Inc. $RELY• NASDAQ | Application SoftwareSoftware | Unconventional Value 2025 Q4 (RELY) Remitly is capable of sustaining a mid-teens or higher growth rate while steadily expanding margins. The price doesn't... | BULL | View Pitch → |
| Jan 24, 2026 | Fund Letter | Chad MeadeMeridian Small Cap Growth Fund | Remitly Global, Inc. $RELY• NASDAQ | Application SoftwareSoftware | Meridian Small Cap Growth Fund 2025 Q4 (RELY) Remitly Global, Inc. is a digitally native money transfer firm gaining share in the cross-border remittance market, competing against established players such as Western Union and MoneyGram. The company has... | BEAR | View Pitch → |
| Jan 24, 2026 | Fund Letter | ArrowMark Colorado Holdings, LLCMeridian Growth Fund | Remitly Global, Inc. $RELY• NASDAQ | Application SoftwareSoftware | Meridian Growth Fund 2025 Q4 (RELY) Remitly Global, Inc. is a digitally native money transfer firm capturing market share in the cross-border remittance space, competing effectively against established players such as Western Union and MoneyGram. The company has... | BEAR | View Pitch → |
| Jan 8, 2026 | Fund Letter | Roderick van ZuylenNight Watch Investment Management | Remitly Global, Inc. $RELY• NASDAQ | Application SoftwareSoftware | Night Watch Investment Management 2025 Q2 (RELY) As an example, a potential loser from changes to the remittance tax is Remitly (RELY). As a provider... | BULL | View Pitch → |
| Jan 8, 2026 | Fund Letter | Tim GallagherUnconventional Value | Remitly Global, Inc. $RELY• NASDAQ | Application SoftwareSoftware | Unconventional Value 2025 Q2 (RELY) Remitly is my most recent purchase, only a few weeks ago. Let me preface... | 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.