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[@buysidedigest](/creator/twitter/buysidedigest)
"Today's Elevator Pitch is Capital One Financial Corp $COF by Aristotle/Saul Global Equity Fund M/cap: $141b forward P/E: x12.7 In 2025 Capital One completed its acquisition of Discover becoming one of the only major U.S. banks to own and operate a credit-card network. This should position the company to enhance its profitability by reducing its reliance on third-party networks and reduce earnings volatility as fee-based revenue increases"  
[X Link](https://x.com/buysidedigest/status/1960321085863239821) [@buysidedigest](/creator/x/buysidedigest) 2025-08-26T12:39Z 2475 followers, 1108 engagements


"Elevator Pitch for today: AppFolio Inc $APPF by Seeking Winners @SeekingWinners_ M/cap: $10b forward P/E: x48.1 AppFolio's technical sophistication is considered multiple times better than competitors. This stems from a product-led and R&D-led approach with significant investment in building out products"  
[X Link](https://x.com/buysidedigest/status/1966124075366981879) [@buysidedigest](/creator/x/buysidedigest) 2025-09-11T12:58Z 2475 followers, XXX engagements


"Today's Elevator Pitch is Sotera Health $SHC by McIntyre Partnerships @Mc_Partnerships M/cap: $4.6b forward P/E: x19.5 During H1 managements tone began to change regarding the recovery and SHC reported X% volume growth in Q2 confirming my thesis and driving SHCs shares from -XX% YTD at the end of June to +21% at the end of August"  
[X Link](https://x.com/buysidedigest/status/1967936265472356380) [@buysidedigest](/creator/x/buysidedigest) 2025-09-16T12:59Z 2475 followers, XXX engagements


"Elevator Pitch for today: PrairieSky Royalty $PSK.CN by McElvaine Value Fund M/cap: C$6.2b forward P/E: x27.3 PSK owns XXXX million acres of oil gas & other royalties spanning Western Canada from Northeast British Columbia to Western Manitoba. Over half of these royalty entitlements are fee simple"  
[X Link](https://x.com/buysidedigest/status/1973369316776001833) [@buysidedigest](/creator/x/buysidedigest) 2025-10-01T12:48Z 2475 followers, XXX engagements


"Today's Elevator Pitch is Brunello Cucinelli $BC.IM by Recurve Capital @RecurveCapital M/cap: 6.1b forward P/E: x42.0 The stock fell sharply when two short specialists Pertento and Morpheus highlighted that Cucinelli continues to sell some products in Russia among other points"  
[X Link](https://x.com/buysidedigest/status/1975546412914864373) [@buysidedigest](/creator/x/buysidedigest) 2025-10-07T12:59Z 2475 followers, XXX engagements


"Elevator Pitches: X. $SWX by Silver Beech Capital @JamesHollier24 X. $IQV by Broyhill Asset Management @ChrisPavese X. $APPF by Seeking Winners @SeekingWinners_"  
[X Link](https://x.com/buysidedigest/status/1963966845406593099) [@buysidedigest](/creator/x/buysidedigest) 2025-09-05T14:05Z 2474 followers, XXX engagements


"Today's Elevator Pitch is CK Hutchison Holdings $1HK by Oldfield Partners M/cap: HK$199b forward P/E: x8.8 CKH controlled by the Li family operates across five key sectors: retail ports telecoms infrastructure and energy. Its holdings include a XX% stake in Watson the worlds largest health and beauty retailer"  
[X Link](https://x.com/buysidedigest/status/1978083124614484297) [@buysidedigest](/creator/x/buysidedigest) 2025-10-14T12:59Z 2474 followers, XXX engagements


"Pitch of the Day: IQVIA Holdings $IQV by Broyhill Asset Management @ChrisPavese M/cap: $31b forward P/E: x14.9 IQVIA is the result of the 2016 combination of Quintiles(a Chapel Hill-based contract research organization or CRO)with IMS Health (a top healthcareInformation Services provider)"  
[X Link](https://x.com/buysidedigest/status/1965746588757770440) [@buysidedigest](/creator/x/buysidedigest) 2025-09-10T11:58Z 2475 followers, 1313 engagements


"Pitch of the Day: China YuHua Education $6169.HK by Van Der Mandele Arar Fund @vdmandele M/cap: HK$2.7b forward P/E: - The CCP always seems surprised and somewhat regretful of taking harsh action. They tend to walk back rather than double down on their actions. Their K-9 policy implementation was not without hiccups so theres reason to believe theyll be reluctant to repeat the same drastic measures"  
[X Link](https://x.com/buysidedigest/status/1973734220116713573) [@buysidedigest](/creator/x/buysidedigest) 2025-10-02T12:58Z 2475 followers, XXX engagements


"Elevator Pitch for today: Builders FirstSource $BLDR by Black Bear Value Partners M/cap: $14b forward P/E: x20.0 There is a structural shortage of housing in the USA. Higher mortgage rates reduce the supply of existing home supply as homeowners are locked into low-rate mortgages"  
[X Link](https://x.com/buysidedigest/status/1978499636911337638) [@buysidedigest](/creator/x/buysidedigest) 2025-10-15T16:34Z 2475 followers, XXX engagements


"Plover Bay generated USD123 million of revenue in the twelve months to XX June 2025. North America is its largest market followed by EMEA and Asia. Over that period roughly XX per cent of revenue came from hardware and XX per cent from software and services. Returns on equity have been consistently high. From 2014-2024 ROE averaged about XX per cent reaching a record XX per cent in 1H25. The Starlink partnership is the clearest recent proof point"  
[X Link](https://x.com/buysidedigest/status/1978807652500037728) [@buysidedigest](/creator/x/buysidedigest) 2025-10-16T12:58Z 2475 followers, XXX engagements