Investment Pitches
Explore 5,000+ curated investment pitches from leading investment funds and analysts - drawn from Fund letters, Seeking Alpha, VIC, Substacks, Short Reports and more. Generate new ideas or reinforce your research with concise insights from global experts.
Subscribe to receive expertly curated investment pitches straight to your inbox.
| Date | Pitch Type | Author | Ticker | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|---|
| Feb 18, 2025 | Short Thesis | Lauren Balik | APP | AppLovin Corp | Communication Services | Interactive Media & Services | Bear | NASDAQ | adtech, Competition, Gaming, Privacy, valuation | Login |
| Feb 17, 2025 | Substack | Raging Bull Investments | OGI | Organigram Holdings Inc. | Health Care | Drug Manufacturers - Specialty & Generic | Bull | TSX | — | Login |
| Feb 15, 2025 | Fund Letters | City Different Investments - Global Equity | SIRI | Sirius XM Holdings Inc. | Communication Services | Entertainment | Bull | NASDAQ | Berkshire Hathaway, capital allocation, Churn, media, Satellite Radio, shareholder returns, Subscription, Value | Login |
| Feb 15, 2025 | Fund Letters | City Different Investments - Global Equity | SLB | Schlumberger NV | Energy | Oil & Gas Equipment & Services | Bull | NYSE | Cyclical, energy, offshore drilling, oilfield services, shareholder returns, Supply Constraint, technology, Value | Login |
| Feb 15, 2025 | Fund Letters | City Different Investments - Global Equity | AVALX | Valaris Limited | Energy | Oil & Gas Drilling | Bull | NYSE | Cyclical, Day-rates, Drillships, energy, offshore drilling, shareholder returns, Supply Constraint, Value | Login |
| Feb 15, 2025 | Fund Letters | City Different Investments - Global Equity | TDW | Tidewater Inc. | Energy | Oil & Gas Drilling | Bull | NYSE | Cyclical, Day-rates, energy, Marine services, offshore drilling, shareholder returns, Supply Constraint, Value | Login |
| Feb 15, 2025 | Fund Letters | City Different Investments - Global Equity | NKE | Nike Inc. | Consumer Discretionary | Textiles, Apparel & Luxury Goods | Bull | NYSE | Apparel, Athletic Footwear, Brand, Distribution, innovation, Leadership Change, retail, turnaround, Value | Login |
| Feb 15, 2025 | Fund Letters | Pittenger & Anderson | SIRI | Sirius XM Holdings Inc. | Communication Services | Entertainment | Bull | NASDAQ | Berkshire Hathaway, capital allocation, Low Churn, platform, Satellite Radio, shareholder returns, Subscription | Login |
| Feb 15, 2025 | Fund Letters | Pittenger & Anderson | SLB | Schlumberger NV | Energy | Oil & Gas Equipment & Services | Bull | NYSE | Cyclical, Energy Services, offshore drilling, oilfield services, shareholder returns, Supply Constraint, technology | Login |
| Feb 15, 2025 | Fund Letters | Pittenger & Anderson | VAL | Valaris Limited | Energy | Oil & Gas Drilling | Bull | NYSE | Cyclical, Day-rates, Drilling rigs, Energy Services, offshore drilling, shareholder returns, Supply Constraint | Login |
| Feb 15, 2025 | Fund Letters | Pittenger & Anderson | TDW | Tidewater Inc. | Energy | Oil & Gas Drilling | Bull | NYSE | Cyclical, Day-rates, Energy Services, Marine services, offshore drilling, shareholder returns, Supply Constraint | Login |
| Feb 15, 2025 | Fund Letters | Pittenger & Anderson | NKE | Nike Inc. | Consumer Discretionary | Textiles, Apparel & Luxury Goods | Bull | NYSE | athletic apparel, Brand, Distribution, innovation, Leadership Change, Retail Relationships, turnaround | Login |
| Feb 15, 2025 | Fund Letters | GDS Investments | SIRI | Sirius XM Holdings Inc. | Communication Services | Entertainment | Bull | NASDAQ | Berkshire Hathaway, capital allocation, Low Churn, monetization, platform, Satellite Radio, shareholder returns, Subscription | Login |
| Feb 15, 2025 | Fund Letters | GDS Investments | SLB | Schlumberger NV | Energy | Oil & Gas Equipment & Services | Bull | NYSE | Cyclical, Energy Services, margin expansion, Offshore, oilfield services, Supply Constraint, technology | Login |
| Feb 15, 2025 | Fund Letters | GDS Investments | VAL | Valaris Limited | Energy | Oil & Gas Drilling | Bull | NYSE | Cyclical, Day-rates, Drilling rigs, Energy Services, offshore drilling, shareholder returns, Supply Constraint | Login |
| Feb 15, 2025 | Fund Letters | GDS Investments | TDW | Tidewater Inc. | Energy | Oil & Gas Drilling | Bull | NYSE | Cyclical, Day-rates, Energy Services, Marine Vessels, offshore drilling, shareholder returns, Supply Constraint | Login |
| Feb 15, 2025 | Fund Letters | GDS Investments | NKE | Nike Inc. | Consumer Discretionary | Textiles, Apparel & Luxury Goods | Bull | NYSE | Apparel, Brand, Distribution, Footwear, innovation, New Leadership, retail, technology, turnaround | Login |
| Feb 15, 2025 | Fund Letters | GDS Investments | SLB | Schlumberger NV | Energy | Oil & Gas Equipment & Services | Bull | NYSE | Cyclical, Energy Services, margin expansion, Offshore, oilfield services, Supply Constraint, technology | Login |
| Feb 15, 2025 | Fund Letters | GDS Investments | VAL | Valaris Limited | Energy | Oil & Gas Drilling | Bull | NYSE | Cyclical, Day-rates, Drilling rigs, Energy Services, offshore drilling, shareholder returns, Supply Constraint | Login |
| Feb 15, 2025 | Fund Letters | GDS Investments | TDW | Tidewater Inc. | Energy | Oil & Gas Drilling | Bull | NYSE | Cyclical, Day-rates, Energy Services, Marine Vessels, offshore drilling, shareholder returns, Supply Constraint | Login |
Join for free and get access to the buyside
Get insights from the world's most influential hedge fund investors direct to your inbox
- © 2025 Buyside Digest
- Privacy Policy
- Disclaimer
- Sitemap
- Terms of Service