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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 | Chris McIntyreMcIntyre Partnerships | Star Holdings $STHO• NASDAQ | Real Estate Management & DevelopmentReal Estate Management & Development | McIntyre Partnerships - STHO 2026 has been a decent year for STHO, with shares rallying ~14% YTD. However, it has... | BULL | View Pitch → |
| Aug 21, 2026 | Fund Letter | Stuart Pearce, Alexis DelloyeAlluvium Global Fund | Thor Industries $THO• NYSE | AutomobilesAutomobiles | Long THO (Thor Industries, Inc.) Thor Industries lowered its full-year earnings guidance significantly as a brief recovery in consumer confidence reversed. Potential tariff headwinds... | BULL | View Pitch → |
| Aug 21, 2026 | Fund Letter | Stuart Pearce, Alexis DelloyeAlluvium Global Fund | Thor Industries $THO• NYSE | AutomobilesAutomobiles | Long THO (Thor Industries, Inc.) Thor Industries delivered stellar quarterly results and raised its full-year outlook, demonstrating impressive cost flexibility and robust cash flow. Due to the... | BULL | View Pitch → |
| Aug 21, 2026 | Fund Letter | Chris McIntyreMcIntyre Partnerships | Star Holdings $STHO• NASDAQ | Real Estate Management & DevelopmentReal Estate Management & Development | Long STHO (Star Holdings) In the losers column, FTRE, SHC, SWIM, and STHO lost 100-500bps. Finally, STHO fell... | BULL | View Pitch → |
| Aug 7, 2026 | Fund Letter | Chris McIntyreMcIntyre Partnerships | Star Holdings $STHO• NASDAQ | Real Estate Management & DevelopmentReal Estate Management & Development | McIntyre Partnerships – STHO 2026 has been a decent year for STHO, with shares rallying ~14% YTD. However, it has... | BULL | View Pitch → |
| Feb 25, 2026 | Fund Letter | Chris McIntyreMcIntyre Partnerships | Star Holdings $STHO• NASDAQ | Real Estate Management & DevelopmentReal Estate Management & Development | McIntyre Partnerships 2025 Q4 (STHO) STHO is a liquidating security in which the fund has been invested since 2023. Its primary assets... | BULL | View Pitch → |
| Dec 3, 2025 | Fund Letter | Stuart Pearce, Alexis DelloyeAlluvium Global Fund | Thor Industries $THO• NYSE | AutomobilesAutomobiles | Alluvium Global Fund 2025 Q2 (THO) Thor (up 18.1%), the recreational vehicle producer, released third quarter results which highlighted strong margins and cash flow, and management reassuringly maintained guidance. It also announced... | 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.