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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 | Kayode O. Aje | -- | Long MTHRY (M3, Inc.) M3 is the undisputed leader in Japanese digital medical marketing, capitalizing on a long-term shift as pharmaceutical companies cut costs and digitize outreach. While North American... | BULL | View Pitch → | |
| Aug 21, 2026 | Fund Letter | Brad HathawayFar View Capital Management | Thryv Holdings Inc $THRY• NASDAQ | Application SoftwareSoftware | Short THRY (Thryv Holdings Inc) Finally, we realized a meaningful loss in Thryv Holdings Inc. (THRY). | BEAR | View Pitch → |
| Feb 25, 2026 | Fund Letter | Tim GallagherUnconventional Value | Thryv Holdings Inc $THRY• NASDAQ | Application SoftwareSoftware | Unconventional Value 2025 Q4 (THRY) Thryv is a different story. I own it... | BULL | View Pitch → |
| Jan 28, 2026 | Fund Letter | Brad HathawayFar View Capital Management | Thryv Holdings Inc $THRY• NASDAQ | Application SoftwareSoftware | Far View Capital Management 2025 Q4 (THRY) Finally, we realized a meaningful loss in Thryv Holdings Inc. (THRY). Despite my initial... | BEAR | View Pitch → |
| Jan 24, 2026 | Fund Letter | Charles P. MurphyLiberty Park Capital Management | Thryv Holdings Inc $THRY• NASDAQ | Application SoftwareSoftware | Liberty Park Capital Management 2025 Q4 (THRY) THRY reported deteriorating organic SaaS metrics that raised concerns over the company's long-term outlook. Customer growth and... | BEAR | View Pitch → |
| Jan 8, 2026 | Fund Letter | Matthew SweeneyLaughing Water Capital | Thryv Holdings Inc $THRY• NASDAQ | Application SoftwareSoftware | Laughing Water Capital 2025 Q2 (THRY) Thryv Holdings Inc (THRY) – Thryv, our small and medium business software company that is also harvesting cash flows from a legacy business that is in runoff mode, declined approximately 40% from its February high until quarter end. The high price... | BULL | View Pitch → |
| Jan 8, 2026 | Fund Letter | Tim GallagherUnconventional Value | Thryv Holdings Inc $THRY• NASDAQ | Application SoftwareSoftware | Unconventional Value 2025 Q2 (THRYV) Let's now talk about a different name: Thryv. Very basic business... | 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.