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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 | Marc RowanApollo Global Management, Inc. | Investment Banking & BrokerageCapital Markets | Apollo Global Management - APO Apollo Global Management, Inc. (NYSE: APO) today reported results for the second quarter ended June 30, 2026. GAAP Net Income... | NEUTRAL | View Pitch → | |
| Sep 2, 2026 | Fund Letter | Daniel OliverMyrmikan Research | Investment Banking & BrokerageCapital Markets | Myrmikan Research - APO , are all vying for AI infrastructure deals and their associated fees. According to Bloomberg:... | NEUTRAL | View Pitch → | |
| Aug 21, 2026 | Fund Letter | Investment Banking & BrokerageCapital Markets | Burke Wealth Managament The Focused Growth Strategy - APO We initiated a 3% position in Apollo during the second quarter. Apollo has almost... | NEUTRAL | View Pitch → | ||
| Feb 25, 2026 | Fund Letter | Paul MoorePM Capital Global Companies Fund | Investment Banking & BrokerageCapital Markets | PM Capital Global Companies Fund 2025 Q4 (APO) The decision to add to Apollo was driven by a pronounced valuation disconnect as the stock experienced a peak-to-trough drawdown of approximately 30% from its 2025 highs. Apollo retains a... | BULL | View Pitch → | |
| Feb 20, 2026 | Fund Letter | GregAGT Partners | Investment Banking & BrokerageCapital Markets | AGT Partners 2025 Q3 (APO) ) seeking exposure to alternative assets. ), creating a... | BULL | View Pitch → | |
| Feb 20, 2026 | Fund Letter | GregAGT Partners | Investment Banking & BrokerageCapital Markets | AGT Partners 2025 Q4 (APO) In 2025, both stocks were down for the year — APO -11.1%. After a strong... | 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.