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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 | George Bolton, Ali, George EllimanWestEnd Capital | Other Specialty RetailSpecialty Retail | WestEnd Capital - RH RH has built one of the most distinctive luxury home brands in the industry. It serves a... | NEUTRAL | View Pitch → | |
| Sep 2, 2026 | Fund Letter | Stuart Pearce, Alexis DelloyeAlluvium Global Fund | Robert Half $RHI• NYSE | Professional ServicesProfessional Services | Alluvium Global Fund - RHI We last wrote about Robert Half (up 23.5%) in our December report, where we mentioned that hindsight suggests our purchasing during price descents in May, August and October were mistakes. This remains the... | NEUTRAL | View Pitch → |
| Sep 2, 2026 | Fund Letter | Buyside Damon FicklinPolen Capital - Global Growth | Aerospace & DefenseAerospace & Defense | Polen Capital Global Growth - RHM.DE We initiated a new position in Rheinmetall, Germany's largest defense contractor and one of the leading suppliers of military vehicles, weapons, and ammunition in Europe. We believe the... | NEUTRAL | View Pitch → | |
| Sep 2, 2026 | Fund Letter | Daniel S. LoebThird Point Partners | Construction MaterialsConstruction Materials | Third Point Partners - CRH Once viewed as a cyclical European cement producer, CRH has transformed itself into what we consider one of North America's leading providers of essential construction materials and infrastructure solutions. Approximately 75% of... | NEUTRAL | View Pitch → | |
| Aug 21, 2026 | Fund Letter | Stuart Pearce, Alexis DelloyeAlluvium Global Fund | Robert Half $RHI• NYSE | Professional ServicesProfessional Services | Long RHI (Robert Half Inc.) Robert Half has experienced a prolonged earnings trough as macroeconomic uncertainty has delayed the anticipated cyclical rebound in recruitment demand. Although the fund... | BULL | View Pitch → |
| Aug 21, 2026 | Fund Letter | Brandon BeyloMacro ops | Aerospace & DefenseAerospace & Defense | Long RHM.DE (Rheinmetall AG) Rheinmetall serves as the premier vehicle to play the inevitable multi-year expansion of European defense budgets. The company's massive... | BULL | View Pitch → | |
| Aug 21, 2026 | Fund Letter | Mike PoggiBrown Advisors Global Leaders Strategy | Construction MaterialsConstruction Materials | Long CRH (CRH plc) CRH is a major North American building materials company that has repositioned its business toward less cyclical, higher-margin growth markets while significantly reducing leverage. The company leverages... | BULL | View Pitch → | |
| Jul 31, 2026 | Other | Polen Capital - Global Growth | Aerospace & DefenseAerospace & Defense | Polen Capital – Global Growth – RHM.DE We initiated a new position in Rheinmetall, Germany's largest defense contractor and one of the leading suppliers of military vehicles, weapons, and ammunition... | BULL | View Pitch → | |
| Jan 30, 2026 | Fund Letter | Dmitry Khaykin, Deepon NagClearBridge Investments Large Cap Value | Roche Holding $RHHBY• NASDAQ | PharmaceuticalsPharmaceuticals | ClearBridge Investments Large Cap Value 2025 Q3 (RHHBY) The company reported positive Phase III data for giredestrant in breast cancer and fenebrutinib in multiple sclerosis, paving the way for new treatments with peak sales opportunities of potentially over $5 billion each. These two products... | BULL | View Pitch → |
| Jan 30, 2026 | Fund Letter | Dan Bellehsen8th Wonder Investments | Other Specialty RetailSpecialty Retail | 8th Wonder Investments 2025 Q4 (RH) RH is a high-conviction position centered on the exceptional leadership of founder-CEO Gary Friedman. Since taking over... | BULL | View Pitch → | |
| Jan 29, 2026 | Fund Letter | Jason WhiteArtisan Global Discovery | Texas Roadhouse $TXRH• NASDAQ | Hotels, Restaurants & LeisureHotels, Restaurants & Leisure | Artisan Global Discovery 2025 Q4 (TXRH) We initiated a new position in Texas Roadhouse, a casual dining company operating a core steakhouse brand alongside smaller concepts. The company is... | BULL | View Pitch → |
| Jan 27, 2026 | Fund Letter | Stuart Pearce, Alexis DelloyeAlluvium Global Fund | Robert Half $RHI• NYSE | Professional ServicesProfessional Services | Alluvium Global Fund 2025 Q4 (RHI) Robert Half, down another 18.3% (and now 59.1% for the year), has been a major disappointment. The news isn't... | BULL | View Pitch → |
| Jan 23, 2026 | Fund Letter | Sydney Van VierzenEdgePoint Global | Roche Holding $RHHBY• NASDAQ | PharmaceuticalsPharmaceuticals | EdgePoint Global 2025 Q4 (RHHBY) During the volatility in early 2025, EdgePoint doubled down on Roche after the shares sold off more than could be justified by any change in the underlying business. Roche continued to... | BULL | View Pitch → |
| Jan 16, 2026 | Fund Letter | Aerospace & DefenseAerospace & Defense | Long RHM.DE (Rheinmetall AG) Shares of Rheinmetall underperformed as renewed news flow around a potential Ukraine–Russia peace deal weighed on the broader defense sector, pressuring sentiment despite unchanged long-term fundamentals. At the company's... | BULL | View Pitch → | ||
| Jan 16, 2026 | Fund Letter | Aerospace & DefenseAerospace & Defense | Long RHM.DE (Rheinmetall AG) At the company's Investor Day in November, management reinforced confidence in Rheinmetall's superior earnings growth outlook through 2030 and beyond, with a EUR 50bn 2030 sales target above consensus estimates. While there were... | BULL | View Pitch → | ||
| Jan 8, 2026 | Fund Letter | Shomik GhoshGhosh Capital | Aerospace & DefenseAerospace & Defense | Long RHM.DE (Rheinmetall AG) Shares in Rheinmetall outperformed as the company pre-released a positive set of Q1 results during the quarter, highlighting both top-line growth and margin expansion that were above expectations. Meanwhile, order flow... | BULL | View Pitch → | |
| Jan 8, 2026 | Fund Letter | Shomik GhoshGhosh Capital | Aerospace & DefenseAerospace & Defense | Long RHM.DE (Rheinmetall AG) Shares in Rheinmetall outperformed as the company pre-released a positive set of Q1 results during the quarter, highlighting both top-line growth and margin expansion that were above expectations. Meanwhile, order flow... | BULL | View Pitch → | |
| Jan 8, 2026 | Fund Letter | Aaron ChanRecurve Capital | Other Specialty RetailSpecialty Retail | Recurve Capital 2025 Q2 (RH) ” RH pushed through high-single-digit to low-double-digit price increases to offset gross profit pressure. ” BSD Analysis:... | BULL | View Pitch → | |
| Jan 8, 2026 | Fund Letter | Avram FisherLong Cast Advisers | Commercial Services & SuppliesCommercial Services & Supplies | Long Cast Advisers 2025 Q2 (QRHC) Also subsequent to the quarter, QRHC reported meaningful cash flow generation for the first time in two years. As I wrote... | BULL | View Pitch → | |
| Dec 4, 2025 | Fund Letter | Eric Mintz, Christopher Sassouni, David CavanaughCarillon Eagle Mid Cap Growth Fund | Other Specialty RetailSpecialty Retail | Carillon Eagle Mid Cap Growth Fund 2025 Q2 (RH) RH is a home furnishings retailer that designs, sells, and markets furniture, décor, textiles, and related products. The stock lagged... | BEAR | View Pitch → | |
| Dec 3, 2025 | Fund Letter | Stuart Pearce, Alexis DelloyeAlluvium Global Fund | Robert Half $RHI• NYSE | Professional ServicesProfessional Services | Alluvium Global Fund 2025 Q2 (RHI) Robert Half, the recruitment and out placement specialist, was a small position at the start of the quarter. Despite us buying... | BULL | View Pitch → |
| Nov 28, 2025 | Fund Letter | Avram FisherLong Cast Advisers | Commercial Services & SuppliesCommercial Services & Supplies | Long Cast Advisers 2025 Q3 (QRHC) Finally, on a YTD basis, one need only look at QRHC‚Äôs chart to see that it has been a major detractor to our portfolio this year (ie why its no longer a top-five holding). ‚Äù Now that... | 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.