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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 | Andrew Choi & Shivani VohraParnassus Growth Equity Fund | Health Care Equipment & SuppliesHealth Care Equipment & Supplies | Parnassus Growth Equity Fund - BSX Boston Scientific detracted after growth slowed in two of its key businesses, its electrophysiology franchise and Watchman heart implant, due to growing competition and mixed clinical trial results. We exited the... | NEUTRAL | View Pitch → | |
| Sep 2, 2026 | Fund Letter | Benjamin Allen, Todd Ahlsten, Andrew ChoiParnassus Core Equity Fund | Health Care Equipment & SuppliesHealth Care Equipment & Supplies | Parnassus Core Equity Fund - BSX Boston Scientific detracted after growth slowed in two of its key businesses—its electrophysiology franchise and Watchman heart implant for reducing stroke risk—amid growing competition and mixed clinical trial results. We exited the... | NEUTRAL | View Pitch → | |
| Sep 2, 2026 | Fund Letter | Brandon D. Bond, Bo Fifer, Brian M. McNamaraTCW Concentrated Large Cap Growth Fund | Health Care Equipment & SuppliesHealth Care Equipment & Supplies | TCW Concentrated Large Cap Growth Fund - BSX Shares of Boston Scientific Corporation (BSX; 1.25%) moved lower after quarterly results and the CHAMPION AF data results. While results modestly... | BULL | View Pitch → | |
| Sep 2, 2026 | Fund Letter | Mr. FitzpatrickAristotle Core Equity Fund | Health Care Equipment & SuppliesHealth Care Equipment & Supplies | Aristotle Core Equity Fund - BSX We sold Boston Scientific on concerns around continued pressure in its two growth engines: the Watchman device and Farapulse. Despite good data... | BULL | View Pitch → | |
| Aug 21, 2026 | Fund Letter | Alan BreedEdgewood Management | Health Care Equipment & SuppliesHealth Care Equipment & Supplies | Long BSX (Boston Scientific Corp.) A highly innovative pipeline in cardiology and other medtech spaces continues to fuel double-digit revenue growth and operating leverage. Recent stock declines... | BULL | View Pitch → | |
| Feb 25, 2026 | Fund Letter | Alan BreedEdgewood Management | Health Care Equipment & SuppliesHealth Care Equipment & Supplies | Edgewood Management 2025 Q3 (BSX) Global medical technology manufacturer of devices used in interventional procedures across cardiology, endoscopy, neuromodulation, and urology markets. Thesis: Innovative portfolio... | BULL | View Pitch → | |
| Jan 8, 2026 | Fund Letter | Kathleen A. McCarragher, Blair A. Boyer, Natasha KuhlkinHarbor Capital Appreciation Fund | Health Care Equipment & SuppliesHealth Care Equipment & Supplies | Harbor Capital Appreciation Fund 2025 Q2 (BSX) We initiated a position in Boston Scientific, a leading medical device company specializing in stroke prevention for patients with atrial fibrillation. The recent U.S.... | 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.