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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 | Ennismore Fund Management LimitedEnnismore Global Equity Fund | RIOT Platforms $RIOT• NASDAQ | Investment Banking & BrokerageCapital Markets | Short RIOT (Riot Platforms Inc) Riot Platforms operates in crypto mining, which the manager evaluates as a structurally unviable business model with terrible economics. The company trades... | BEAR | View Pitch → |
| Aug 21, 2026 | Fund Letter | Sebastian Lyon, Charlotte YongeTrojan Fund from Troy Asset Management | Rio Tinto Group $RIO• NYSE | Metals & MiningMetals & Mining | Trojan Fund from Troy Asset Management - RIO This year reminds us of 2007 when miners were all the rage. | NEUTRAL | View Pitch → |
| Feb 20, 2026 | Fund Letter | Jeffrey SmithStarboard Value | RIOT Platforms $RIOT• NASDAQ | Investment Banking & BrokerageCapital Markets | Starboard Value 2025 Q4 (RIOT) We appreciate our engagement with you over the past year, during which time Riot Platforms, Inc. (“Riot” or the “Company”) has begun a meaningful transformation. Just over one... | 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.