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.

Home Letters Funds Account

Choice Equities Capital Management's investment thesis on Genius Sports Ltd ($GENI) — Q2 2025 | Buyside Digest

All Pitches

View Letter Analysis

$GENIGenius Sports Ltd

BULL

Choice Equities Capital Management

Fund Letter

Q2 2025

Published July 17, 2025

View Fund Profile

$8.33USD

Current Market Price

Market Cap$2.2B

Pitch Price$11.37

Technical Chart

From the Fund Letter

The digital gaming rights provider continues to execute well, recently extending its NFL data rights deal to 2029 and securing an exclusive NCAA deal through 2032. Topline growth is...

— Mitchell Scott

BSD Research Exclusive

Unlock Full Institutional Investment Theses

Full equity research memos, financial breakdowns, and hedge fund thesis write-ups are reserved for BSD Research ($50/mo) and Pro subscribers.

Institutional Pitch Library

Proprietary AI Analysis

100 Letter Unlocks/Quarter

SUBSCRIBE TO BSD RESEARCH Compare All Plans

Already a Research or Pro subscriber? Sign In

◆ Keep Reading

What other investors think about $GENI, and what else Choice Equities Capital Management is buying.

Other pitches on $GENI

Other investors who've written on Genius Sports Ltd

No other institutional pitches found for this ticker yet.

View all $GENI pitches →