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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 | Brian CampbellThe London Company Income Equity | Republic Services $RSG• NYSE | Commercial Services & SuppliesCommercial Services & Supplies | The London Company Income Equity - RSG RSG is the second-largest U.S. waste services provider, with roughly 90% non-discretionary revenues and ownership of approximately one-third of all domestic hazardous landfills — assets that are functionally irreplaceable. The business benefits... | NEUTRAL | View Pitch → |
| Sep 2, 2026 | Fund Letter | Brian CampbellThe London Company Large Cap | Republic Services $RSG• NYSE | Commercial Services & SuppliesCommercial Services & Supplies | The London Company Large Cap - RSG RSG declined despite another solid quarter as softer Environmental Solutions results and continued weakness in construction-related volumes weighed on investor sentiment. Core fundamentals remain... | BEAR | View Pitch → |
| Jan 27, 2026 | Fund Letter | Brian CampbellThe London Company Large Cap | Republic Services $RSG• NYSE | Commercial Services & SuppliesCommercial Services & Supplies | The London Company Large Cap 2025 Q4 (RSG) Republic Services, Inc. (RSG) – Addition reflects attractive opportunity to increase our exposure in a defensive and resilient business model. The waste management... | BEAR | 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.