Loading investment pitches...
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 | Masayoshi SonSoftBank Group | ARM Holdings PLC $ARM• NYSE | Semiconductors & Semiconductor EquipmentSemiconductors & Semiconductor Equipment | SoftBank Group - ARM Arm delivered record revenue of $4,920 million in fiscal 2025, growing 22.8% year-on-year, driven by royalty revenue growth of 20.5% and license revenue growth of 25.4%. The transition from... | NEUTRAL | View Pitch → |
| Sep 2, 2026 | Fund Letter | Tucker BrownSGA - U.S. Large Cap Growth | ARM Holdings PLC $ARM• NYSE | Semiconductors & Semiconductor EquipmentSemiconductors & Semiconductor Equipment | SGA - U.S. Large Cap Growth - ARM Arm Holdings, leading designer and licensor of CPU architectures and related subsystems, was a top contributor to performance again this quarter. The company delivered... | BULL | View Pitch → |
| Sep 2, 2026 | Fund Letter | Tucker BrownSGA - International Growth | ARM Holdings PLC $ARM• NYSE | Semiconductors & Semiconductor EquipmentSemiconductors & Semiconductor Equipment | SGA International Growth - ARM Arm Holdings, leading designer and licensor of CPU architectures and related subsystems, was a top contributor to performance again this quarter. The company delivered... | BULL | View Pitch → |
| Sep 2, 2026 | Fund Letter | Hrishikesh GuptaSGA - Global Growth | ARM Holdings PLC $ARM• NYSE | Semiconductors & Semiconductor EquipmentSemiconductors & Semiconductor Equipment | SGA Global Growth - ARM Arm Holdings, leading designer and licensor of CPU architectures and related subsystems, was a top contributor to performance again this quarter. The company delivered... | BULL | View Pitch → |
| Sep 2, 2026 | Fund Letter | David E. Levanson, CFA and Danielle J. Menichella, CFASands Capital International Growth Fund | ARM Holdings PLC $ARM• NYSE | Semiconductors & Semiconductor EquipmentSemiconductors & Semiconductor Equipment | Sands Capital International Growth Fund - ARM Arm Holdings is a leading designer of leading-edge semiconductors. The crux of... | NEUTRAL | View Pitch → |
| Sep 2, 2026 | Fund Letter | Brian A. Christiansen, David E. Levanson, Daniel PillingSands Capital Global Growth Fund | ARM Holdings PLC $ARM• NYSE | Semiconductors & Semiconductor EquipmentSemiconductors & Semiconductor Equipment | Sands Capital Global Growth Fund - ARM Arm Holdings is a leading designer of leading-edge semiconductors. The crux of... | NEUTRAL | View Pitch → |
| Sep 2, 2026 | Fund Letter | Aziz HamzaogullariLoomis Sayles Global Growth Fund | ARM Holdings PLC $ARM• NYSE | Semiconductors & Semiconductor EquipmentSemiconductors & Semiconductor Equipment | Loomis Sayles Global Growth Fund - ARM Arm Holdings is the world's leading microprocessor intellectual property (IP) supplier. The company develops... | BULL | View Pitch → |
| Feb 20, 2026 | Fund Letter | Tucker BrownSGA - International Growth | ARM Holdings PLC $ARM• NYSE | Semiconductors & Semiconductor EquipmentSemiconductors & Semiconductor Equipment | SGA - International Growth 2025 Q4 (ARM) Arm Holdings detracted during the quarter despite strong fiscal Q2 results with revenue up 34% and profit up 43%. Royalty revenue growth... | BULL | View Pitch → |
| Feb 20, 2026 | Fund Letter | Hrishikesh GuptaSGA - Global Growth | ARM Holdings PLC $ARM• NYSE | Semiconductors & Semiconductor EquipmentSemiconductors & Semiconductor Equipment | SGA - Global Growth 2025 Q4 (ARM) Arm Holdings was a detractor during the quarter, despite a strong fiscal Q2 earnings report with revenue up 34% and profit 43%. Royalty revenue grew... | BULL | View Pitch → |
Join institutional and professional investors receiving our weekly analysis of hedge fund letters, market trends, and high-conviction ideas.
Zero Spam • High Alpha • Unsubscribe Anytime
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.