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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 | Alyx WoodKernow Asset Management | Rightmove plc $RMV.L• LSE | Interactive Media & ServicesInteractive Media & Services | Long RMV.L (Rightmove plc) Rightmove retains exceptional pricing power and market dominance, demonstrated when customer OpenRent capitulated during a fee dispute. Nevertheless, despite trading... | BULL | View Pitch → |
| Aug 21, 2026 | Fund Letter | Daniel GladišVltava Fund | Rightmove plc $RMV.L• LSE | Interactive Media & ServicesInteractive Media & Services | Long RMV.L (Rightmove) The fund purchased Rightmove, the leading UK real estate marketplace connecting buyers, renters, and developers. Due to strong... | BULL | View Pitch → |
| Apr 14, 2026 | Fund Letter | Daniel GladišVltava Fund | Rightmove plc $RMV.L• LSE | Interactive Media & ServicesInteractive Media & Services | QV Investors RMV.L The global small cap team purchased a business that was caught up in the AI displacement scare during the quarter. Rightmove PLC is... | BULL | View Pitch → |
| Jan 28, 2026 | Fund Letter | GCQ Funds Management Pty LtdGCQ Flagship Fund | Rightmove plc $RMV.L• LSE | Interactive Media & ServicesInteractive Media & Services | GCQ Flagship Fund 2025 Q2 (RMV LN) Rightmove is the dominant real estate advertising portal in the UK, with ~85% share of time spent on property portals by UK consumers. We first discussed... | 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.