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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 | David G. Herro, Tony Coniaris, Eric Liu, M. Colin Hudson, John A. SitarzOakmark Global Fund | AstraZeneca PLC $AZN• NYSE | PharmaceuticalsPharmaceuticals | Oakmark Global Fund - AZN AstraZeneca is one of the largest pharmaceutical companies in the world. It researches, develops... | NEUTRAL | View Pitch → |
| Jan 28, 2026 | Fund Letter | Rajesh Gandhi, Jim ZhaoAmerican Century International Growth Fund | AstraZeneca PLC $AZN• NYSE | PharmaceuticalsPharmaceuticals | Harris Associates International Equity Strategy 2025 Q4 (AZN LN) AstraZeneca is one of the largest pharmaceutical companies in the world. It researches, develops... | BULL | View Pitch → |
| Jan 27, 2026 | Fund Letter | Rajesh Gandhi, Jim ZhaoAmerican Century International Growth Fund | AstraZeneca PLC $AZN• NYSE | PharmaceuticalsPharmaceuticals | American Century International Growth Fund 2025 Q4 (AZN LN) AstraZeneca. The company's share... | BULL | View Pitch → |
| Jan 23, 2026 | Fund Letter | Rajesh Gandhi, Jim ZhaoAmerican Century International Growth Fund | AstraZeneca PLC $AZN• NYSE | PharmaceuticalsPharmaceuticals | ClearBridge Investments International Growth ADR Strategy 2025 Q4 (AZN LN) U.K. biopharmaceutical maker AstraZeneca was a bright spot in the pharmaceutical side of health care. While health care... | BULL | View Pitch → |
| Jan 16, 2026 | Fund Letter | Cassandra A. HardmanHardman Johnston International Equity | PharmaceuticalsPharmaceuticals | Long AZN.L (AstraZeneca plc) AstraZeneca signed a deal with the U.S. administration to offer most-favored-nation (MFN) drug pricing to Medicaid patients and to participate in TrumpRx, a direct-to-consumer platform for purchasing prescription drugs. As part of... | 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.