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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 8, 2026 | Fund Letter | Scott KlarquistSeven Corners Capital Management, LLC | Oil, Gas & Consumable FuelsOil, Gas & Consumable Fuels | Long SD (SandRidge Energy, Inc.) Sandridge is SCC's largest energy holding, whose stock has been relatively stagnant (along with the price of oil & natural gas) over the past 2 years. The long thesis... | BULL | View Pitch → | |
| Aug 21, 2026 | Fund Letter | C.T. FitzpatrickVulcan Value Partners - Large Cap | Diversified Support ServicesCommercial Services & Supplies | Long SDXOF (Sodexo SA) Sodexo is a food services and facilities management company. It is the... | BULL | View Pitch → | |
| Aug 21, 2026 | Fund Letter | Rudi van NiekerkDesert Lion Capital | Education ServicesDiversified Consumer Services | Long SDO.JO (Stadio Holdings Limited) Stadio is a South African company focused on for-profit higher education, with a mission to widen access to quality tertiary education. It operates three... | BULL | View Pitch → | |
| Aug 21, 2026 | Fund Letter | Vulcan Value Partners LLCVulcan Value Partners - Focus Plus | Industrial ConglomeratesIndustrial Conglomerates | Long SDIP-B.ST (Sdiptech AB) Sdiptech AB is a Swedish company that provides technology solutions for advanced infrastructures. Its products are... | BULL | View Pitch → | |
| Aug 21, 2026 | Fund Letter | C.T. FitzpatrickVulcan Value Partners - Small Cap | Industrial ConglomeratesIndustrial Conglomerates | Long SDIP-B.ST (Sdiptech AB (publ)) Sdiptech AB is a Swedish company that provides technology solutions for advanced infrastructures. Its products are... | BULL | View Pitch → | |
| Aug 21, 2026 | Fund Letter | C.T. FitzpatrickVulcan Value Partners - All Cap | Industrial ConglomeratesIndustrial Conglomerates | Long SDIP-B.ST (Sdiptech AB) Sdiptech AB is a Swedish company that provides technology solutions for advanced infrastructures. Its products are... | BULL | View Pitch → | |
| Aug 21, 2026 | Fund Letter | Scott KlarquistSeven Corners Capital Management, LLC | Oil, Gas & Consumable FuelsOil, Gas & Consumable Fuels | Long SD (Sandridge Energy) Sandridge is SCC's largest energy holding and was down 6% during 2023, including $2.30/share in dividends received. The long thesis... | BULL | View Pitch → | |
| Aug 21, 2026 | Fund Letter | Scott KlarquistSeven Corners Capital Management, LLC | Oil, Gas & Consumable FuelsOil, Gas & Consumable Fuels | Long SD (SandRidge Energy) Sandridge is SCC's largest energy holding and was basically flat in 2024 (including $1.94/share in dividends received during the year). The long thesis... | BULL | View Pitch → | |
| Aug 21, 2026 | Fund Letter | Vulcan Value Partners, LLCVulcan Value Partners - Focus | Industrial ConglomeratesIndustrial Conglomerates | Long SDIP-B.ST (Sdiptech AB (publ)) Sdiptech AB is a Swedish company that provides technology solutions for advanced infrastructures. Its products are... | BULL | View Pitch → | |
| Jan 23, 2026 | Fund Letter | Jeffrey Bailin, Aram GreenClearBridge Investments Small Cap Growth Strategy | Paper & Forest ProductsPaper & Forest Products | Long SSD (Simpson Manufacturing Co. Inc.) Simpson Manufacturing is a leading building products company focused on connectors, truss plates and fasteners used in residential construction. The company holds... | BULL | View Pitch → | |
| Jan 20, 2026 | Fund Letter | Scott KlarquistSeven Corners Capital Management, LLC | Oil, Gas & Consumable FuelsOil, Gas & Consumable Fuels | Seven Corners Capital 2025 Q4 (SD) SandRidge remained a core energy holding despite muted share performance, reflecting SCC's view that declining industry investment and inflationary pressures support long-term commodity prices. Management has aggressively... | BULL | View Pitch → | |
| Jan 8, 2026 | Fund Letter | Scott KlarquistSeven Corners Capital Management, LLC | Oil, Gas & Consumable FuelsOil, Gas & Consumable Fuels | Seven Corners Capital 2025 Q2 (SD) Sandridge is SCC's largest energy holding and has declined along with the price over oil over the past year and a half. The long thesis... | BULL | View Pitch → | |
| Nov 28, 2025 | Fund Letter | Investment CommitteeTweedy, Browne Worldwide High Dividend | DBS Group Holdings Ltd. $DBSDY• NASDAQ | BanksBanks | Long DBSDY (DBS Group Holdings Ltd.) DBS contributed to performance after strong quarterly earnings driven by higher net interest margins and expanding fee income. The bank continues... | 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.