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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 | AppLovin Corp. $APP• NYSE | MediaMedia | The Bristlemoon Global Fund - APP One example of this re-rate and de-rate cycle in play is AppLovin, which remains the Fund's largest position. The stock is... | BULL | View Pitch → | |
| Sep 2, 2026 | Fund Letter | Eric Mintz, Christopher Sassouni, David CavanaughCarillon Eagle Small Cap Growth Fund | Application SoftwareSoftware | Carillon Eagle Small Cap Growth Fund - APPF AppFolio provides cloud-based multi-property management software. The company has... | NEUTRAL | View Pitch → | |
| Sep 2, 2026 | Fund Letter | AppLovin Corp. $APP• NYSE | MediaMedia | Greenhaven Road Capital - APP AppLovin (APP) — This is a 1% position in a small AI basket. AppLovin is an... | NEUTRAL | View Pitch → | |
| Aug 21, 2026 | Fund Letter | Spyglass Capital | AppLovin Corp. $APP• NYSE | MediaMedia | Long APP (AppLovin Corporation) AppLovin delivered stellar Q2 results with significant revenue and net income growth. The release of... | BULL | View Pitch → |
| Aug 21, 2026 | Fund Letter | Brad Erwin, Jeffrey D. Bilsky, Michael RichCarillon Eagle Growth & Income Fund | Application SoftwareSoftware | Long APPF (AppFolio) AppFolio provides cloud-based multi-property management software. The company has... | BULL | View Pitch → | |
| Aug 21, 2026 | Fund Letter | Terry SmithFundsmith Equity Fund | AppLovin Corp. $APP• NYSE | MediaMedia | Fundsmith Equity Fund - APP AppLovin provides software and artificial intelligence that assists mobile apps to find new users and sell advertising space. | NEUTRAL | View Pitch → |
| Aug 21, 2026 | Fund Letter | Cindy StarkeValue Line Larger Companies Focused Fund | AppLovin Corp. $APP• NYSE | MediaMedia | Long APP (AppLovin Corp) AppLovin's share price faced a sharp correction during the quarter due to shifting investor sentiment and valuation compression. Despite the drop,... | BULL | View Pitch → |
| Aug 9, 2026 | Seeking Alpha | Seeking Alpha ContributorSeeking Alpha | AppLovin Corp. $APP• NYSE | MediaMedia | AppLovin Corporation AppLovin Corporation experienced a significant stock price drop due to algorithmic trading despite reporting strong financial results. The company achieved... | BULL | View Pitch → |
| May 28, 2026 | Substack | Shareholders Unite | Application SoftwareSoftware | A Primer on Digital Turbine The company's value proposition is split across two core segments: On Device Solutions (ODS) and App Growth Platform (AGP). The primary growth... | BULL | View Pitch → | |
| Nov 28, 2025 | Fund Letter | Michael Clarke, Thomas TrentmanSands Capital Technology Innovators Fund | AppLovin Corp. $APP• NYSE | MediaMedia | Sands Capital Technology Innovators Fund 2025 Q3 (APP) AppLovin's revenue rose 77% year-over-year, with EBITDA margins expanding 900 bps to 81%. Sands highlights AppLovin's... | BULL | View Pitch → |
| Nov 28, 2025 | Fund Letter | Next Century Growth Investors, LLCNCG Large Cap Growth Strategy | AppLovin Corp. $APP• NYSE | MediaMedia | NCG Large Cap Growth Strategy 2025 Q3 (APP) AppLovin was a top contributor during the quarter. The company continues... | BULL | View Pitch → |
| Nov 28, 2025 | Fund Letter | Patrick Kelly, Dan Chung, Ankur CrawfordAlger Spectra Fund | AppLovin Corp. $APP• NYSE | MediaMedia | Alger Spectra Fund 2025 Q3 (APP) AppLovin is an advertising technology company offering a digital platform that helps mobile app developers market, monetize, and analyze their apps. We believe the... | 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.