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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 | Ryan O'ConnorCrossroads Capital | AST SpaceMobile, Inc. $ASTS• NASDAQ | Communications EquipmentCommunications Equipment | Crossroads Capital - ASTS On AST SpaceMobile, we wrote calls against the position early in the quarter (following Blue Origin's failure to launch BB7) and closed them at a profit. We then sold... | NEUTRAL | View Pitch → |
| Feb 27, 2026 | Fund Letter | Ryan O'ConnorCrossroads Capital | AST SpaceMobile, Inc. $ASTS• NASDAQ | Communications EquipmentCommunications Equipment | Crossroads Capital 2025 Q4 (ASTS) AST SpaceMobile (ASTS) During the quarter AST continued its transition from an R&D-oriented startup to a scaleup — a company that has validated its core technology and is now laser-focused on execution: expanding revenue, headcount, and market reach, all in compounding fashion. The milestone horizon... | BULL | View Pitch → |
| Jan 27, 2026 | Fund Letter | Kevin Mak, CFACreek Drive Capital Management | AST SpaceMobile, Inc. $ASTS• NASDAQ | Communications EquipmentCommunications Equipment | Creek Drive Capital Management 2025 Q4 (ASTS) AST SpaceMobile has rerated materially over the past year despite relatively limited changes to the underlying business. Progress has largely... | BULL | View Pitch → |
| Jan 8, 2026 | Fund Letter | Ryan O'ConnorCrossroads Capital | AST SpaceMobile, Inc. $ASTS• NASDAQ | Communications EquipmentCommunications Equipment | Crossroads Capital 2025 Q3 (ASTS) We suspect you've heard enough from us about AST of late, but we wanted to take a quick moment to note the company made significant strides in the quarter toward commercializing its space-based cellular broadband network. For those watching... | BULL | View Pitch → |
| Dec 6, 2025 | Fund Letter | AST SpaceMobile, Inc. $ASTS• NASDAQ | Communications EquipmentCommunications Equipment | Greenhaven Road Capital 2025 Q2 (ASTS) AST SpaceMobile is developing a space-based cellular broadband network using a constellation of satellites that communicate directly with unmodified smartphones. The market opportunity... | 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.