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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 | Nicholas D'AgnilloAce River Capital | Vox Royalty $VOXR• NASDAQ | Metals & MiningMetals & Mining | Ace River Capital - VOXR Since initiating a position in Vox Royalty in Q4 2023, it has grown into the Fund's largest holding and my largest investment. Vox's royalty model... | NEUTRAL | View Pitch → |
| Feb 3, 2026 | Fund Letter | Nicholas D'AgnilloAce River Capital | Vox Royalty $VOXR• NASDAQ | Metals & MiningMetals & Mining | Ace River Capital 2025 Q4 (VOXR) Since initiating a position in Vox Royalty in Q4 2023, it has grown into the Fund's largest holding and has returned approximately 160% at the time of writing. Gold prices continue... | BULL | View Pitch → |
| Dec 3, 2025 | Fund Letter | Nicholas D'AgnilloAce River Capital | Vox Royalty $VOXR• NASDAQ | Metals & MiningMetals & Mining | Ace River Capital 2025 Q2 (VOXR) Vox continues to build value through disciplined royalty acquisitions and cash-flowing assets in Tier 1 jurisdictions. This quarter brought... | 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.