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 | Steve JohnsonForager Australian Shares Fund | -- | Forager Australian Shares Fund - RUL.AX RPMGlobal was a textbook example of value being recognised by an industry buyer. The mining software... | BULL | View Pitch → | |
| Sep 2, 2026 | Fund Letter | Peter SmithPalm Harbour Capital | Lululemon Athletica Inc. $LULU• NASDAQ | Other Specialty RetailSpecialty Retail | Palm Harbour Capital - LULU The fifth largest detractor was Youngone (-8.3%, -34 bps), the South-Korean manufacturer that produces apparel, footwear and outdoor gear for global brands like Lululemon, Patagonia and the North Face. We like Youngone... | BEAR | View Pitch → |
| Sep 2, 2026 | Fund Letter | Jack Beiro | Lululemon Athletica Inc. $LULU• NASDAQ | Other Specialty RetailSpecialty Retail | JB Global Capital - LULU In September 2025, I published Investment Case: Lululemon Athletica Inc., calling the stock compelling value at $162 per share. The thesis rested... | NEUTRAL | View Pitch → |
| Sep 2, 2026 | Fund Letter | Aristotle Investment Services, LLC / Aristotle Capital Management, LLCAristotle International Equity Fund | Unilever PLC $UL• NYSE | Household ProductsHousehold Products | Aristotle International Equity Fund - UL We first invested in Unilever, the global consumer staples company, in the second quarter of 2013. We have long... | NEUTRAL | View Pitch → |
| Aug 21, 2026 | Fund Letter | Donny, Erwin, Nick, and the Lakehouse TeamLakehouse Small Companies Fund | -- | Long RUL.AX (RPM Global Holdings Limited) RPM Global entered the fund's top five holdings following the divestment of its lower-margin Advisory unit, turning the company into a pure-play enterprise software business. Led by a... | BULL | View Pitch → | |
| Aug 21, 2026 | Fund Letter | Terry SmithFundsmith Equity Fund | Unilever PLC $ULVR.L• LSE | Household ProductsHousehold Products | Fundsmith Equity Fund - ULVR.L When Hein Schumacher was appointed as CEO we breathed a sigh of relief after the Poleman/Jope years of woke. | NEUTRAL | View Pitch → |
| Aug 21, 2026 | Fund Letter | Pratik KodialTapasya Investment Fund | Lululemon Athletica Inc. $LULU• NASDAQ | Other Specialty RetailSpecialty Retail | Tapasya Investment Fund - LULU The fund completely exited Lululemon due to mounting challenges in its US operations, inventory errors, and activist pressure from the founder distracting management. While the stock... | NEUTRAL | View Pitch → |
| Aug 21, 2026 | Fund Letter | Timothy F. HarrisBBH Select Series - Mid Cap Fund | UL Solutions $ULS• NYSE | Diversified Support ServicesCommercial Services & Supplies | Long ULS (UL Solutions Inc.) This testing and certification firm enjoys extremely high customer retention and steady revenue growth due to its regulatory-driven, essential services. The company is... | BULL | View Pitch → |
| Aug 14, 2026 | Seeking Alpha | Seeking Alpha ContributorSeeking Alpha | H.B. Fuller Company $FUL• NYSE | Commodity ChemicalsChemicals | H.B. Fuller Company B. Fuller Company, despite... | BULL | View Pitch → |
| Aug 7, 2026 | Other | JB Global Capital | Lululemon Athletica Inc. $LULU• NASDAQ | Other Specialty RetailSpecialty Retail | JB Global Capital – LULU In September 2025, I published Investment Case: Lululemon Athletica Inc., calling the stock compelling value at $162 per share. The thesis rested... | BULL | View Pitch → |
| Jan 28, 2026 | Fund Letter | Abdulaziz A. AlnaimMayar Capital | Unilever PLC $ULVR.L• LSE | Household ProductsHousehold Products | Long ULVR.L (Unilever PLC) Unilever develops and markets everyday food and personal care brands for billions of consumers worldwide. Anchored by iconic... | BULL | View Pitch → |
| Jan 27, 2026 | Fund Letter | Michael P. McCloskeyGreensKeeper Value Fund | Lululemon Athletica Inc. $LULU• NASDAQ | Other Specialty RetailSpecialty Retail | GreensKeeper Value Fund 2025 Q4 (LULU) Our second-largest detractor was Lululemon Athletica, down 45.7%. While global growth... | BULL | View Pitch → |
| Jan 9, 2026 | Fund Letter | Pratik KodialTapasya Investment Fund | Lululemon Athletica Inc. $LULU• NASDAQ | Other Specialty RetailSpecialty Retail | Tapasya Investment Fund 2025 Q4 (LULU) We view Lululemon as a long-term compounder and a relatively recent addition to our portfolio. We established our... | BULL | View Pitch → |
| Aug 7, 2025 | Seeking Alpha | Seeking Alpha | Lululemon Athletica Inc. $LULU• NASDAQ | Other Specialty RetailSpecialty Retail | lululemon: Tough Times Ahead, Still A Buy Despite recent challenges, lululemon remains a compelling investment due to its strong international growth prospects and high returns on invested capital. The market's current... | 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.