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 | ||
|---|---|---|---|---|---|---|---|
| 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 → |
| 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 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 → |
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.