Loading investment pitches...
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 | Daniel ShvartsmanMiddle Coast Investing LLC | Electronic Equipment, Instruments & ComponentsElectronic Equipment, Instruments & Components | Middle Coast Investing - SNX TD Synnex is in the data center / AI related basket. The company has... | NEUTRAL | View Pitch → | |
| Sep 2, 2026 | Fund Letter | Steve ScruggsFPA Queens Road Small Cap Value Fund | Electronic Equipment, Instruments & ComponentsElectronic Equipment, Instruments & Components | FPA Queens Road Small Cap Value Fund - SNX TD Synnex (SNX) is the largest IT distributor globally. Twenty years ago,... | NEUTRAL | View Pitch → | |
| Aug 21, 2026 | Fund Letter | Steve ScruggsFPA Queens Road Small Cap Value Fund | Electronic Equipment, Instruments & ComponentsElectronic Equipment, Instruments & Components | Long SNX (TD SYNNEX Corporation) TD Synnex is a leading IT distributor benefiting from steady demand growth, potential margin expansion from higher-value services, and a recovering PC market. The fund reduced... | BULL | View Pitch → | |
| Feb 20, 2026 | Fund Letter | Steve ScruggsFPA Queens Road Small Cap Value Fund | Electronic Equipment, Instruments & ComponentsElectronic Equipment, Instruments & Components | FPA Queens Road Small Cap Value Fund 2025 Q4 (SNX) TD Synnex (SNX) is the world's largest IT distributor. The company was... | BULL | View Pitch → |
Join institutional and professional investors receiving our weekly analysis of hedge fund letters, market trends, and high-conviction ideas.
Zero Spam • High Alpha • Unsubscribe Anytime
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.