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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 | Christopher E. HillaryProsper Stars & Stripes | Via Transportation $VIA• NYSE | Application SoftwareSoftware | Short VIA (Via Transportation) Via Transportation (VIA) was the largest contributor in our short book in the first quarter. | BEAR | View Pitch → |
| Aug 1, 2026 | Substack | stockpursuitSubstack (stockpursuit) | Via Transportation $VIA• NYSE | Application SoftwareSoftware | I'm Researching Via Transportation (VIA)Via Transportation – VIA Via Transportation is positioned as a leader in the transit-tech industry, offering a unique blend of SaaS-like recurring contracts and real-world service coordinati... | BULL | View Pitch → |
| Jan 23, 2026 | Fund Letter | Faraz Farzam, Aaron GarciaMadison Small Cap Fund | Viavi Solutions $VIAV• NASDAQ | Communications EquipmentCommunications Equipment | Madison Small Cap Fund 2025 Q4 (VIAV) Viavi Solutions operates a sticky test-and-measurement business with substantial switching costs. Growth is driven... | 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.