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 | ||
|---|---|---|---|---|---|---|---|
| Oct 30, 2026 | Fund Letter | Patrick BrennanBrennan Asset Management, LLC | Blackstone Inc. $BX• NYSE | Investment Banking & BrokerageCapital Markets | Long BX (Blackstone Inc.) We move from a name perceived by value investors as something close to Superman to one that many value investors would view as closer to Lex Luthor. We described our... | BULL | View Pitch → |
| Oct 13, 2026 | Fund Letter | Tony ConiarisOakmark International Fund | Commercial Services & SuppliesCommercial Services & Supplies | Long BXB.AX (Brambles Limited) Brambles is an Australia-headquartered pallet pooling company that owns and manages a global fleet of pallets rented to consumer goods manufacturers and recovered from retail and distribution points for reuse under the CHEP brand. Pallet pooling operates... | BULL | View Pitch → | |
| Sep 2, 2026 | Fund Letter | Jeffrey KolitchBaron Real Estate Income Fund | Blackstone Inc. $BX• NYSE | Investment Banking & BrokerageCapital Markets | Baron Real Estate Fund - BX Shares of Blackstone Inc. continued to be volatile and were a drag on performance in the second quarter as mounting redemption pressures at Blackstone's Private Credit vehicle (BCRED) and sector-wide liquidity fears overwhelmed an otherwise constructive fundamental backdrop. The first quarter... | NEUTRAL | View Pitch → |
| Sep 2, 2026 | Fund Letter | Alan BreedEdgewood Management | Blackstone Inc. $BX• NYSE | Investment Banking & BrokerageCapital Markets | Edgewood Management - BX Blackstone showed 25% year-over-year distributable earnings per share growth in the most recent quarter. Portfolio weighting is... | NEUTRAL | View Pitch → |
| Sep 2, 2026 | Fund Letter | Western & Southern Financial Group / Touchstone InvestmentsTouchstone Balanced Fund | Blackstone Inc. $BX• NYSE | Investment Banking & BrokerageCapital Markets | Touchstone Balanced Fund - BX Equity changes included exiting SS&C Technologies Holdings, Inc. (Industrials sector) and Goldman Sachs Group, Inc. (Financials sector) while initiating positions in QXO, Inc. (Industrials sector), SAP SE (IT sector), Blackstone, Inc. (Financials sector), and Cencora, Inc. (Health Care sector). | NEUTRAL | View Pitch → |
| Aug 21, 2026 | Fund Letter | Andrew MackenMontaka Global Investments | Blackstone Inc. $BX• NYSE | Investment Banking & BrokerageCapital Markets | Long BX (Blackstone Inc.) KKR and Blackstone are top holdings as well because we believe they will continue to lead explosive growth in the alternative asset management industry. Together they account... | BULL | View Pitch → |
| Feb 20, 2026 | Fund Letter | Andrew MackenMontaka Global Investments | Blackstone Inc. $BX• NYSE | Investment Banking & BrokerageCapital Markets | Montaka Global Investments 2025 Q4 (BX) The world's leading alternative asset managers, such as Blackstone and KKR, also declined in 2025 – likely driven by a myriad of negative headlines around private credit. In November, KKR... | 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.