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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 | Matt Burdett, Christian Hoffmann, Brian McMahonThornburg Equity Income Builder Fund | TotalEnergies $TTE• NYSE | Oil, Gas & Consumable FuelsOil, Gas & Consumable Fuels | Thornburg Equity Income Builder Fund - TTE Produces, refines, transports, and markets oil and natural gas products globally. +19.0% in 1H... | BULL | View Pitch → |
| Sep 2, 2026 | Fund Letter | TotalEnergies $TTE• NYSE | Oil, Gas & Consumable FuelsOil, Gas & Consumable Fuels | Thornburg International Equity Fund - TTE TotalEnergies was the biggest detractor from performance. Global oil &... | NEUTRAL | View Pitch → | |
| Sep 2, 2026 | Fund Letter | Renaissance Investment ManagementRenaissance Investment Management - Large Cap Growth | Trane Technologies $TT• NYSE | Building ProductsBuilding Products | Renaissance Investment Management Large Cap Growth - TT During the second quarter, we added a new position in the Industrials sector with Trane Technologies (TT), a leading provider of heating and cooling systems, building controls, and energy-related services. In the near... | NEUTRAL | View Pitch → |
| Sep 2, 2026 | Fund Letter | Royal London Global Equity Diversified Fund | TotalEnergies $TTE• NYSE | Oil, Gas & Consumable FuelsOil, Gas & Consumable Fuels | Royal London Global Equity Diversified Fund - TTE We engaged TotalEnergies SE, an integrated energy company, as part of Royal London Asset Management's Net Zero Stewardship Programme to understand management's views on the Middle East conflict and its implications for oil, gas and liquefied natural gas (LNG) markets, alongside updates on capital allocation, upstream growth and transition strategy. The meeting provided... | NEUTRAL | View Pitch → |
| Sep 2, 2026 | Fund Letter | Wolf of Harcourt StreetThe Wolf of Harcourt Street | Movies & EntertainmentEntertainment | The Wolf of Harcourt Street - TTWO After initiating my position in TTWO in May, I doubled it in June. The thesis is... | BULL | View Pitch → | |
| Sep 2, 2026 | Fund Letter | Aristotle Investment Services, LLC / Aristotle Capital Management, LLCAristotle International Equity Fund | Oil & Gas Equipment & ServicesEnergy Equipment & Services | Aristotle International Equity Fund - TTI Techtronic Industries (Techtronic), the Hong Kong-based manufacturer of power tools, was a primary contributor during the period. We initiated our... | BULL | View Pitch → | |
| Sep 2, 2026 | Fund Letter | Aristotle_Saul Global Equity Fund | Oil & Gas Equipment & ServicesEnergy Equipment & Services | Aristotle Saul Global Equity Fund - TTI Headquartered in Hong Kong, Techtronic Industries (TTI) is a global manufacturer of power tools, outdoor power equipment and related accessories. The company operates... | NEUTRAL | View Pitch → | |
| Sep 2, 2026 | Fund Letter | Christopher E. HillaryProsper Stars & Stripes | TechTarget, Inc. $TTGT• NASDAQ | IT Consulting & Other ServicesIT Services | Prosper Stars & Stripes - TTGT TechTarget (TTGT) was the largest contributor to our short book during the quarter. The company monetizes... | BULL | View Pitch → |
| Aug 21, 2026 | Fund Letter | Christopher E. HillaryProsper Stars & Stripes | TAT Technologies Ltd. $TATT• NASDAQ | Aerospace & DefenseAerospace & Defense | Long TATT (TAT Technologies Ltd.) Initiated a new position. Capitalizing on growing... | BULL | View Pitch → |
| Aug 21, 2026 | Fund Letter | David BastianKingdom Capital Advisors | Communications EquipmentCommunications Equipment | Long WATT (Energous) Energous Corporation (WATT) and Alliance Entertainment (AENT). Energous (WATT): A... | BULL | View Pitch → | |
| Aug 21, 2026 | Fund Letter | Mark L. YockeyArtisan International Fund | ServiceTitan, Inc. $TTAN• NASDAQ | Application SoftwareSoftware | Long TTAN (ServiceTitan, Inc.) ServiceTitan is a leading vertical software provider serving trade businesses, with key end markets in plumbing, HVAC and electrical contracting. | BULL | View Pitch → |
| Aug 21, 2026 | Fund Letter | Andreas AaenSymmetry Invest | Air Freight & LogisticsAir Freight & Logistics | Long CTT.LS (CTT – Correios de Portugal, S.A.) CTT's core logistics and banking businesses delivered 38% EBIT growth in 2024, led by an 83% earnings surge in Express & Parcels. M&A catalysts including... | BULL | View Pitch → | |
| Aug 21, 2026 | Fund Letter | Brian McMahonThornburg Global Opportunities Fund | TotalEnergies $TTE• NYSE | Oil, Gas & Consumable FuelsOil, Gas & Consumable Fuels | Thornburg Global Opportunities Fund - TTE Total Energies SE is the twenty-fourth largest holding. Global oil &... | NEUTRAL | View Pitch → |
| Aug 21, 2026 | Fund Letter | Alex KopelRowan Street Capital | The Trade Desk $TTD• NYSE | MediaMedia | Long TTD (The Trade Desk, Inc.) The Trade Desk has delivered an annualized return of approximately 55% over four years for the fund, benefiting from 30%+ annual growth in revenues and operating earnings. Market leadership in... | BULL | View Pitch → |
| Aug 21, 2026 | Fund Letter | Ryan JacobJacob Fund | Communications EquipmentCommunications Equipment | Long WATT (Energous) Energous is a name we have tracked for a long time, as we were intrigued by its consumer-focused wireless power technology. | BULL | View Pitch → | |
| Aug 21, 2026 | Fund Letter | Adam Calamar, Kurt Havnaer, Tyra PrattJensen Investment | MachineryMachinery | Long TTC (The Toro Company) TTC is a premier equipment manufacturer with highly recognized brand equity and an extensive dealer network that is hard to replicate. It is currently... | BULL | View Pitch → | |
| Aug 21, 2026 | Fund Letter | Joe FrankenfieldSaga Partners | The Trade Desk $TTD• NYSE | MediaMedia | Long TTD (The Trade Desk, Inc.) The manager defends the investment in The Trade Desk despite its recent growth slowdown, arguing that competitive threats from Amazon and AI disruptions are overstated. He explains that... | BULL | View Pitch → |
| Aug 21, 2026 | Fund Letter | Steven WoodGreenWood Investors | Air Freight & LogisticsAir Freight & Logistics | Long CTT.LS (Correios de Portugal) Our interest in CTT started by being highly attracted to the value unlock and simplification that a bank sale or spin-off would bring. | BULL | View Pitch → | |
| Aug 15, 2026 | Substack | thefinancecornerSubstack (thefinancecorner) | The Trade Desk $TTD• NYSE | MediaMedia | The Trade Desk: Down 90%, still not cheapThe Trade Desk – TTD The Trade Desk has been the worst-performing company in the S&P500 this year, with its stock price down 62%. The company's revenue... | BEAR | View Pitch → |
| Aug 15, 2026 | Fund Letter | Steven WoodGreenWood Investors | Air Freight & LogisticsAir Freight & Logistics | GreenWood Investors – CTT.LS Our interest in CTT started by being highly attracted to the value unlock and simplification that a bank sale or spin-off would bring. Unfortunately, European intere... | BULL | View Pitch → | |
| Aug 11, 2026 | Seeking Alpha | Seeking Alpha ContributorSeeking Alpha | inTEST Corp $INTT• NASDAQ | Semiconductor Materials & EquipmentSemiconductors & Semiconductor Equipment | InTest Corporation InTest Corporation has seen a substantial improvement in orders and backlog, primarily driven by its Auto/EV segment and a recovery in the semiconductor sector. Desp... | NEUTRAL | View Pitch → |
| Aug 5, 2026 | Substack | shareholdersuniteSubstack (shareholdersunite) | Communications EquipmentCommunications Equipment | A Primer on Energous CorporationEnergous Corporation – WATT Energous Corporation is positioned to revolutionize the IoT landscape with its Wireless Power Network (WPN) technology, which enables over-the-air charging for ambie... | BULL | View Pitch → | |
| Jan 29, 2026 | Fund Letter | Jason WhiteArtisan Global Discovery | ServiceTitan, Inc. $TTAN• NASDAQ | Application SoftwareSoftware | Artisan Global Discovery 2025 Q4 (TTAN) ServiceTitan is a leading provider of vertical software solutions for the trades, including plumbing, HVAC and electrical. Its platform supports... | BULL | View Pitch → |
| Jan 27, 2026 | Fund Letter | Ned Bell, Joel Connell, Matt SaddingtonBell Global Emerging Companies Fund | MachineryMachinery | Bell Global Emerging Companies Fund 2025 Q4 (TTC) Other notable contributors during December came in the form of Industrials including Toro. The company benefited... | BULL | View Pitch → | |
| Jan 27, 2026 | Fund Letter | TURN THERAPEUTICS INC $TTRX• NASDAQ | BiotechnologyBiotechnology | Clark Street Value 2025 Q4 (TURN) 180 Degree Capital (TURN) is a microcap (~$46MM market cap) closed end fund (CEF) pursuing an activist strategy in microcap stocks. Before 2017, some... | BULL | View Pitch → | |
| Jan 24, 2026 | Fund Letter | TimesSquare Capital Management LLCTimesSquare Capital Management U.S. Mid Cap Growth Strategy | Movies & EntertainmentEntertainment | TimesSquare Capital Management U.S. Mid Cap Growth Strategy 2025 Q4 (TTWO) Take-Two Interactive Software Inc. delivered solid fiscal second-quarter results, with 20% year-over-year growth in recurring consumer spending. Net bookings projections... | BULL | View Pitch → | |
| Jan 23, 2026 | Fund Letter | Haruki Toyama, Andy Romanowich, Rich EisingerMadison Mid Cap Fund | ServiceTitan, Inc. $TTAN• NASDAQ | Application SoftwareSoftware | Madison Mid Cap Fund 2025 Q4 (TTAN) ServiceTitan is the dominant provider of software to residential trade contractors. Its software helps... | BULL | View Pitch → |
| Jan 23, 2026 | Fund Letter | Matt Kamm, Jason White, Jim Hamel, Angela Wu, Jay WarnerArtisan Mid Cap Fund | ServiceTitan, Inc. $TTAN• NASDAQ | Application SoftwareSoftware | Artisan Mid Cap Fund 2025 Q4 (TTAN) We also added to ServiceTitan, MongoDB and Waters during the quarter. ServiceTitan is a... | BULL | View Pitch → |
| Jan 15, 2026 | Fund Letter | John FoxFenimore Dividend Focus Strategy | Trane Technologies $TT• NYSE | Building ProductsBuilding Products | Fenimore Dividend Focus Strategy 2025 Q4 (TT) Trane Technologies (TT) continued to be a juggernaut, in our view, as earnings and backlog remained strong. AI data center... | BULL | View Pitch → |
| Jan 8, 2026 | Fund Letter | Daniel KingMerchant West | TotalEnergies $TTE• NYSE | Oil, Gas & Consumable FuelsOil, Gas & Consumable Fuels | Merchant West 2025 Q2 (TTE FP) TotalEnergies now calls itself a “multi-energy” company, spanning oil, natural gas, biofuels and a rapidly expanding renewables arm. It is already... | BULL | View Pitch → |
| Jan 7, 2026 | Fund Letter | Alex UmanskyBaron Fifth Avenue Growth Fund | The Trade Desk $TTD• NYSE | MediaMedia | Baron Fifth Avenue Growth Fund 2025 Q3 (TTD) The Trade Desk is the leading internet advertising demand-side platform (DSP), enabling agencies to efficiently purchase digital advertising across Connected TV (CTV), PC, mobile, and online video channels. Shares declined 31.9%... | BULL | View Pitch → |
| Dec 3, 2025 | Fund Letter | Columbia Management Investment Advisers, LLCColumbia Global Technology Growth Fund | The Trade Desk $TTD• NYSE | MediaMedia | Columbia Global Technology Growth Fund 2025 Q3 (TTD) Shares came under pressure during the quarter, as reported quarterly results were overshadowed by cautious guidance, concerns about impacts of tariffs on large-brand spending and rising competition from Amazon, along with the departure of the CFO. The company's Kokai... | BULL | View Pitch → |
| Nov 28, 2025 | Fund Letter | Chip ReweyRewey Asset Management | Ultra Clean Holdings, Inc. $UCTT• NASDAQ | Semiconductors & Semiconductor EquipmentSemiconductors & Semiconductor Equipment | Rewey Asset Management 2025 Q3 (UCTT) We continued to build our position in Ultra Clean Holdings, adding on price weakness early in the quarter. UCTT is a... | BULL | View Pitch → |
| Nov 28, 2025 | Fund Letter | TotalEnergies $TTE• NYSE | Oil, Gas & Consumable FuelsOil, Gas & Consumable Fuels | Miller Howard Investments Income-Equity Strategies 2025 Q3 (TTE) We exited our longstanding holding in TotalEnergies (TTE). While Total remains... | 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.