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 | ||
|---|---|---|---|---|---|---|---|
| Aug 21, 2026 | Fund Letter | Marc WerresHinde Group | Health Care Equipment & SuppliesHealth Care Equipment & Supplies | Long BDX (Becton, Dickinson and Company) Our positions in Becton, Dickinson and Company common stock (NYSE: BDX) made notable positive contributions. | BULL | View Pitch → | |
| Aug 21, 2026 | Fund Letter | Glenn Fortin and Rui CardosoBrown Advisory | Health Care Equipment & SuppliesHealth Care Equipment & Supplies | Long BDX (Becton Dickinson) Becton Dickinson offers an attractive recurring revenue stream and leadership across diverse medical categories. Having waited out... | BULL | View Pitch → | |
| Dec 6, 2025 | Fund Letter | First Eagle Investment Management, LLCFirst Eagle Global Fund | Health Care Equipment & SuppliesHealth Care Equipment & Supplies | First Eagle Global Fund 2025 Q2 (BDX) Becton Dickinson develops and manufactures medical devices, instrument systems and reagents used in a variety of professional and public settings. The company reported... | BULL | View Pitch → | |
| Dec 3, 2025 | Fund Letter | Mr. FitzpatrickAristotle Core Equity Fund | Health Care Equipment & SuppliesHealth Care Equipment & Supplies | Aristotle Core Equity Fund 2025 Q2 (BDX) Becton Dickinson detracted from relative performance in the second quarter following a worse-than-expected fiscal quarter earnings report in which the company felt the impact of cuts to the National Institutes of Health (NIH) budget and uncertainty around future cuts. Furthermore, forward earnings... | BULL | View Pitch → | |
| Dec 3, 2025 | Fund Letter | Mr. FitzpatrickAristotle Atlantic Core Equity Strategy | Health Care Equipment & SuppliesHealth Care Equipment & Supplies | Aristotle Atlantic Core Equity Strategy 2025 Q2 (BDX) Becton Dickinson detracted from relative performance in the second quarter following a worse-than-expected fiscal quarter earnings report in which the company felt the impact of cuts to the National Institutes of Health (NIH) budget and uncertainty around future cuts. Furthermore, forward earnings... | 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.