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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 | Donald Farquharson / Tom Walsh / Roderick Snell / Jenny Davis / Chris Davies / Steve VaughanBaillie Gifford - International Alpha | Diversified Telecommunication ServicesTelecommunication Services | Baillie Gifford International Alpha - 9984.T More recent holdings such as Taiwanese chip designer MediaTek and Japanese technology conglomerate SoftBank have made a sizable contribution, too. Shortly after we... | NEUTRAL | View Pitch → | |
| Sep 2, 2026 | Fund Letter | Sergey Dluzhevskiy, CFAThe Gabelli Global Content & Connectivity Fund | Diversified Telecommunication ServicesTelecommunication Services | The Gabelli Global Content & Connectivity Fund - 9984.T SoftBank Group Corp. (9.6%; +64.2%) benefited from a 134% gain in shares of its largest holding, Arm Holdings (driven by investor enthusiasm about Arm extending its platform breadth to include production of silicon products and enhanced growth trajectory related to this dynamic). SoftBank Group Corp.... | NEUTRAL | 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.