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 | Ennismore Fund Management LimitedEnnismore Global Equity Fund | IT ServicesIT Services | Ennismore Global Equity Fund - WISE.L Wise (which we discussed in June 2022 and September 2025) is a clean illustration of the point. Its operating performance... | NEUTRAL | View Pitch → | |
| Sep 2, 2026 | Fund Letter | Andrew BrownEast72 Dynasty Trust | IT ServicesIT Services | East72 Dynasty Trust - WISE.L The consensus expectation of May's NASDAQ listing for Wise Group PLC facilitating a re-rating of the shares proved fallacious – the shares reached an eight-month high on the appointed day and promptly fell 32% in a month, to our benefit. This was partly... | NEUTRAL | View Pitch → | |
| Aug 21, 2026 | Fund Letter | Andrew RosenblumBonsai Partners | IT ServicesIT Services | Long WISE.L (Wise PLC) Wise is one of our largest positions and a classic example of a hidden moat. | BULL | View Pitch → | |
| Aug 19, 2026 | Fund Letter | Andrew RosenblumBonsai Partners | IT ServicesIT Services | Bonsai Partners - WISE.L Wise is one of our largest positions and a classic example of a hidden moat. Its competitive advantage... | NEUTRAL | 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.