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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 | Jason & JesseDKAM Donville Kent Asset Management | -- | DKAM Donville Kent Asset Management - ZDC.TO Zedcor Reported Q1 Earnings – Cash Earnings +51%. Revenue $19.4M +69%,... | NEUTRAL | View Pitch → | |
| Aug 21, 2026 | Fund Letter | Jason & JesseDKAM Donville Kent Asset Management | -- | Long ZDC.TO (Zedcor) Zedcor raised $30M at $6.00/share in February. | BULL | View Pitch → | |
| Aug 21, 2026 | Fund Letter | Jason & JesseDKAM Donville Kent Asset Management | Zedcor Inc. $ZDC.V• TSX | Security & Alarm ServicesCommercial Services & Supplies | Long ZDC.V (Zedcor Inc.) Zedcor is expanding its security tower fleet rapidly toward a long-term goal of over 12,000 units while maintaining operational excellence. Accounting depreciation rules... | BULL | View Pitch → |
| Jan 15, 2026 | Fund Letter | Jason & JesseDKAM Donville Kent Asset Management | Zedcor Inc $ZDC• NYSE | -- | DKAM Donville Kent Asset Management 2025 Q4 (ZDC) Zedcor's Canadian business remains highly profitable and continues to grow, while the US business is scaling rapidly with revenue growth exceeding 300% year over year. As the US... | 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.