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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 | Mike PoggiBrown Advisors Global Leaders Strategy | Workday, Inc. $WDAY• NASDAQ | Application SoftwareSoftware | Brown Advisors Global Leaders Strategy - WDAY Our investments across software and cloud-service providers were weak, including Microsoft, Autodesk and Workday. We exited Autodesk... | NEUTRAL | View Pitch → |
| Sep 2, 2026 | Fund Letter | Hotchkis & Wiley Large Cap Fundamental Value | Workday, Inc. $WDAY• NASDAQ | Application SoftwareSoftware | Hotchkis & Wiley Large Cap Fundamental Value - WDAY Workday Inc. (WDAY) is a leader in cloud software for back-office business functions, spanning human capital management (HCM), financial management, and adjacent ERP (enterprise resource planning) products, with 60% of the Fortune 500 as HCM customers. Shares declined over... | NEUTRAL | View Pitch → |
| Jan 23, 2026 | Fund Letter | Joe Maginot, Haruki Toyama, Rich EisingerMadison Large Cap Fund | Workday, Inc. $WDAY• NASDAQ | Application SoftwareSoftware | Madison Large Cap Fund 2025 Q4 (WDAY) Workday is a market-leading human resources and financial management software company. Over the last... | BULL | View Pitch → |
| Jan 8, 2026 | Fund Letter | Jason GilbertRGA Investment Advisors LLC | Workday, Inc. $WDAY• NASDAQ | Application SoftwareSoftware | RGA Investment Advisors 2025 Q2 (WDAY) Workday offers mission-critical HR software for Fortune 500 companies and is steadily expanding into finance workflows. Revenue continues compounding... | 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.