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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 | Steve JohnsonForager Australian Shares Fund | -- | Forager Australian Shares Fund - RUL.AX RPMGlobal was a textbook example of value being recognised by an industry buyer. The mining software... | BULL | View Pitch → | |
| Aug 21, 2026 | Fund Letter | Donny, Erwin, Nick, and the Lakehouse TeamLakehouse Small Companies Fund | -- | Long RUL.AX (RPM Global Holdings Limited) RPM Global entered the fund's top five holdings following the divestment of its lower-margin Advisory unit, turning the company into a pure-play enterprise software business. Led by a... | 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.