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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 | ||
|---|---|---|---|---|---|---|---|
| Aug 21, 2026 | Fund Letter | Adam J. Peck, CFARiverwater Sustainable Value Strategy | Adeia, Inc. $ADEA• NASDAQ | Application SoftwareSoftware | Long ADEA (Adeia, Inc.) Initiated a new position. ADEA licenses intellectual... | BULL | View Pitch → |
| Jan 16, 2026 | Fund Letter | Adam J. Peck, CFARiverwater Sustainable Value Strategy | Adeia, Inc. $ADEA• NASDAQ | Application SoftwareSoftware | Riverwater Sustainable Value Strategy 2025 Q4 (ADEA) We initiated a position in Adeia, Inc. (ADEA) in the fourth quarter. ADEA licenses intellectual... | BULL | View Pitch → |
| Jan 16, 2026 | Fund Letter | Nathan Fredrick, CFARiverwater Partners Small Cap Strategy | Adeia, Inc. $ADEA• NASDAQ | Application SoftwareSoftware | Riverwater Partners Small Cap Strategy 2025 Q4 (ADEA) We added to our position in Adeia, Inc. during the quarter. The stock sold... | 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.