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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 | Dr Ian Mortimer, CFAGuinness Global Innovators | Application SoftwareSoftware | Guinness Global Innovators - ADBE Adobe returned -2.5% in USD over Q2 and was sold during the quarter. We initially bought... | NEUTRAL | View Pitch → | |
| Sep 2, 2026 | Fund Letter | Harry Qelm Baabsman | Application SoftwareSoftware | Harry Qelm Baabsman - ADBE The company offers universally renowned graphic design products, such as Adobe Photoshop, as well as digital contract signing tools and marketing products, aiming to leverage them all through LLMs. It has a... | BULL | View Pitch → | |
| Aug 21, 2026 | Fund Letter | LVS Advisory Defensive | Application SoftwareSoftware | Short ADBE (Adobe) LVS exited Adobe due to significant capital allocation concerns surrounding its highly dilutive, expensive acquisition of Figma. The stock's AI-driven... | BEAR | View Pitch → | |
| Aug 21, 2026 | Fund Letter | George L. Smith III, Michael S. Beall, Adam BergmanThe Davenport Value & Income Fund | Application SoftwareSoftware | Long ADBE (Adobe Inc.) Adobe was purchased because its double-digit growth and 90% gross margins represent premium software fundamentals. The stock's 33%... | BULL | View Pitch → | |
| Aug 21, 2026 | Fund Letter | Qblue Balanced A/S | Application SoftwareSoftware | Short ADBE (Adobe Inc.) Despite posting solid financial numbers, the stock declined significantly as investors questioned the immediate monetization timeline of its heavy artificial intelligence investments. Further pressure stemmed... | BEAR | View Pitch → | |
| Aug 21, 2026 | Fund Letter | Brian McMahonThornburg Global Opportunities Fund | Application SoftwareSoftware | Thornburg Global Opportunities Fund - ADBE Adobe Inc is the twenty-third largest holding. Develops and supports... | NEUTRAL | View Pitch → | |
| Aug 21, 2026 | Fund Letter | Application SoftwareSoftware | Long ADBE (Adobe Inc.) Adobe demonstrated initial enterprise monetization of its Firefly generative AI suite, prompting management to raise full-year 2024 guidance. The strategy capitalized... | BULL | View Pitch → | ||
| Aug 20, 2026 | Other | RGA Investment Advisors | Application SoftwareSoftware | RGA Investment Advisors – ADBE We had watched and studied Adobe with admiration for many years following their evolution from selling licensed software to subscription software. Adobe became the... | BULL | View Pitch → | |
| Aug 18, 2026 | Seeking Alpha | Seeking Alpha ContributorSeeking Alpha | Application SoftwareSoftware | Adobe Inc. Adobe Inc. is facing significant challenges due to the structural threat posed by AI to its business model. Despite recent rebounds... | BEAR | View Pitch → | |
| Feb 25, 2026 | Fund Letter | Dr. Hendrik LeberACATIS Investment | Application SoftwareSoftware | ACATIS Investment 2025 Q4 (ADBE) With a current P/E ratio of approximately 20, the share price is well below its five-year average of approximately 30. The massive and... | BULL | View Pitch → | |
| Jan 27, 2026 | Fund Letter | Michael P. McCloskeyGreensKeeper Value Fund | Application SoftwareSoftware | GreensKeeper Value Fund 2025 Q4 (ADBE) Our most recent addition is Adobe Inc. Like much of the software sector, Adobe struggled under the narrative that generative AI will render its creative suite obsolete. We believe this... | BULL | View Pitch → | |
| Jan 27, 2026 | Fund Letter | Application SoftwareSoftware | The Bristlemoon Global Fund 2025 Q4 (ADBE) We utilised the recent market pessimism around AI losers to initiate a position in Adobe at 15x earnings, a valuation low that hasn't been reached in over 13 years. While the bearish... | BEAR | View Pitch → | ||
| Jan 8, 2026 | Fund Letter | Harry Qelm Baabsman | Application SoftwareSoftware | Harry Qelm Baabsman 2025 Q2 (ADBE) Adobe (ADBE): The company offers universally renowned graphic design products, such as Adobe Photoshop. It has a... | BULL | View Pitch → | |
| Jan 8, 2026 | Fund Letter | Harding Loevner LPHarding Loevner Global Equity | Application SoftwareSoftware | Harding Loevner Global Equity 2025 Q2 (ADBE) Shares of Adobe have struggled in 2025, as investors continue to worry about rising competition from user-friendly platforms such as Canva and the disruptive potential of AI-powered image- and video-generation tools such as DALL-E and Sora. These fears overshadowed... | BULL | View Pitch → | |
| Dec 4, 2025 | Fund Letter | Austin HawleyDiamond Hill Large Cap Strategy | Application SoftwareSoftware | Diamond Hill Large Cap Strategy 2025 Q2 (ADBE) Despite the markets' relatively sharp bounce following April's downward volatility, we were able to initiate a new position in Adobe at what we consider a compelling valuation. Adobe is the... | BULL | View Pitch → | |
| Dec 4, 2025 | Fund Letter | Dmitry Khaykin, Deepon NagClearBridge Investments Large Cap Value | Application SoftwareSoftware | ClearBridge Investments Large Cap Value 2025 Q2 (ADBE) Following trims over the last several quarters, we exited a position in Adobe due to concern about high levels of existing penetration of its product suite and competitive risks. AI won't be... | BULL | View Pitch → | |
| Nov 28, 2025 | Fund Letter | Michael P. McCloskeyGreensKeeper Value Fund | Application SoftwareSoftware | GreensKeeper Value Fund 2025 Q3 (ADBE) Adobe was initiated as a new position in Q3 2025. The fund sees... | 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.