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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 | ||
|---|---|---|---|---|---|---|---|
| Aug 18, 2026 | Substack | coughlincapitalSubstack (coughlincapital) | Baidu Inc. $BIDU• NASDAQ | Interactive Media & ServicesInteractive Media & Services | Another Big Week for China TechBaidu, Inc. – BIDU Baidu is focusing on its AI and Cloud segments, with AI-powered business revenue growing significantly. The company is... | NEUTRAL | View Pitch → |
| Feb 20, 2026 | Fund Letter | George Bolton, Ali, George EllimanWestEnd Capital | Baidu Inc. $BIDU• NASDAQ | Interactive Media & ServicesInteractive Media & Services | WestEnd Capital 2025 Q3 (BIDU) Baidu represents a complementary exposure—a pure play on AI innovation and autonomous mobility. Its Apollo Go... | 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.