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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 10, 2026 | Substack | shareholdersuniteSubstack (shareholdersunite) | Xometry Inc. $XMTR• NASDAQ | Trading Companies & DistributorsTrading Companies & Distributors | Weekly Update 34Xometry – XMTR Xometry has demonstrated strong growth, with Q2 figures showing a 41% increase and marketplace growth at 45%. The company is... | BULL | View Pitch → |
| Aug 6, 2026 | Fund Letter | Charles P. MurphyLiberty Park Capital Management | Xometry Inc. $XMTR• NASDAQ | Trading Companies & DistributorsTrading Companies & Distributors | Liberty Park Capital Management – XMTR Xometry was hit hard in the first quarter following an overly negative reaction to the announced CEO transition and a blog post suggesting that AI agents could soon ... | BULL | View Pitch → |
| Jan 24, 2026 | Fund Letter | Charles P. MurphyLiberty Park Capital Management | Xometry Inc. $XMTR• NASDAQ | Trading Companies & DistributorsTrading Companies & Distributors | Liberty Park Capital Management 2025 Q4 (XMTR) XMTR reported another better-than-expected quarter where marketplace revenue accelerated to 31%. Enterprise growth remained... | BULL | View Pitch → |
| Jan 8, 2026 | Fund Letter | Tim GallagherUnconventional Value | Xometry Inc. $XMTR• NASDAQ | Trading Companies & DistributorsTrading Companies & Distributors | Unconventional Value 2025 Q2 (XMTR) Xometry recently blew earnings out of the water, and the stock jumped over 40% on the day. Volatility has been... | BULL | View Pitch → |
| Jan 8, 2026 | Fund Letter | Charles P. MurphyLiberty Park Capital Management | Xometry Inc. $XMTR• NASDAQ | Trading Companies & DistributorsTrading Companies & Distributors | Liberty Park Capital Management 2025 Q2 (XMTR) XMTR rebounded from a drawdown caused by tariff uncertainty. The company continues... | BULL | View Pitch → |
| Nov 28, 2025 | Fund Letter | Tom PressNCG Small Cap Growth Strategy | Xometry Inc. $XMTR• NASDAQ | Trading Companies & DistributorsTrading Companies & Distributors | NCG Small Cap Growth Strategy 2025 Q3 (XMTR) Xometry was a top contributor to small-cap performance. The company leverages... | 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.