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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 | ||
|---|---|---|---|---|---|---|---|
| Oct 14, 2026 | Fund Letter | First Eagle Investment Management, LLCFirst Eagle Global Fund | Weyerhaeuser Company $WY• NYSE | Equity Real Estate Investment Trusts (REITs)Equity Real Estate Investment Trusts (REITs) | Long WY (Weyerhaeuser Company) Weyerhaeuser, a timberland company organized as a real estate investment trust (REIT), is one of the largest manufacturers of wood products in the US. The company also... | BULL | View Pitch → |
| Sep 2, 2026 | Fund Letter | Arne AlsinNightview Capital | Wynn Resorts, Limited $WYNN• NASDAQ | Hotels, Restaurants & LeisureHotels, Restaurants & Leisure | Nightview Capital - WYNN We added meaningfully to Wynn Resorts. Together, gaming and... | NEUTRAL | View Pitch → |
| Aug 21, 2026 | Fund Letter | Waystone Management Company (IE) LimitedContrarius Global Equity Fund | -- | Long TKWY.AS (Just Eat Takeaway.com) Just Eat Takeaway.com (Just Eat) is the food delivery leader in Northern Europe, the United Kingdom and Ireland, Canada, Israel, Australia and New Zealand. Over the past... | BULL | View Pitch → | |
| Feb 25, 2026 | Fund Letter | EQUAM Global Value Fund | Just Eat Takeaway.com N.V. $JTKWY• NASDAQ | -- | EQUAM Global Value Fund 2024 Q4 (JTKWY) In the fourth quarter of the year, we made a new investment in Just Eat Takeaway, one of the world's leading companies in food delivery, with a presence in key markets across Europe and North America. After several years... | BULL | View Pitch → |
| Jan 8, 2026 | Fund Letter | Arne AlsinNightview Capital | Wynn Resorts, Limited $WYNN• NASDAQ | Hotels, Restaurants & LeisureHotels, Restaurants & Leisure | Nightview Capital 2025 Q2 (WYNN) Wynn Resorts (WYNN) and Las Vegas Sands (LVS) provide a calculated bridge to the Chinese economy—without the direct exposure and risk that typically come with mainland investments. These companies maintain... | BULL | View Pitch → |
| Nov 28, 2025 | Fund Letter | Jeffrey KolitchBaron Real Estate Income Fund | Wynn Resorts, Limited $WYNN• NASDAQ | Hotels, Restaurants & LeisureHotels, Restaurants & Leisure | Baron Real Estate Fund 2025 Q3 (WYNN) Wynn's shares surged 37% in Q3 on strong results in Macau and Las Vegas. Management highlighted robust... | 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.