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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 | Mick Rasmussen, Derrick Tzau, Stuart RigbyWasatch Global Select Strategy | Willdan Group, Inc. $WLDN• NASDAQ | Construction & EngineeringConstruction & Engineering | Long WLDN (Willdan Group, Inc.) Willdan Group, Inc. (WLDN) provides consulting, engineering and technical services to public and commercial clients in the infrastructure- and energy-services spaces. | BULL | View Pitch → |
| Dec 4, 2025 | Fund Letter | Joe MonahanConestoga Small Cap Composite | Willdan Group, Inc. $WLDN• NASDAQ | Construction & EngineeringConstruction & Engineering | Conestoga Small Cap Composite 2025 Q2 (WLDN) WLDN provides technical and consulting services to utilities, private industry, and public agencies. WLDN's 1Q performance... | BULL | View Pitch → |
| Nov 28, 2025 | Fund Letter | Ken Korngiebel, Thomas Bradley, Natalie PesquéWasatch Micro Cap Fund | Willdan Group, Inc. $WLDN• NASDAQ | Construction & EngineeringConstruction & Engineering | Wasatch Micro Cap Fund 2025 Q3 (WLDN) Willdan Group was one of the top contributors to the Fund during the quarter after posting strong earnings and raising guidance. The company's software... | 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.