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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 21, 2026 | Fund Letter | Samer HakouraAlphyn Capital Management | Telecommunication ServicesTelecommunication Services | Long CCOI (Cogent Communications) The investment thesis for Cogent still hinges on substantial revenue growth from wavelength services. The company is... | BULL | View Pitch → | |
| Aug 21, 2026 | Fund Letter | Aaron ChanRecurve Capital | Telecommunication ServicesTelecommunication Services | Long CCOI (Cogent Communications Holdings, Inc.) Cogent is in the midst of a massive network transformation that will optimize its architecture for its new Wavelength business that has the potential to become its largest and most valuable segment over the next 3-5 years. This type of... | BULL | View Pitch → | |
| Jan 23, 2026 | Fund Letter | Faraz Farzam, Aaron GarciaMadison Small Cap Fund | Telecommunication ServicesTelecommunication Services | Madison Small Cap Fund 2025 Q4 (CCOI) We decided to exit our position in Cogent Communications. Our thesis hinged... | BULL | View Pitch → | |
| Jan 8, 2026 | Fund Letter | Aaron ChanRecurve Capital | Telecommunication ServicesTelecommunication Services | Recurve Capital 2025 Q2 (CCOI) Below is our quarter-end portfolio… Cogent Communications was our largest detractor year-to-date at –6.9%. However, the large... | BULL | View Pitch → | |
| Dec 3, 2025 | Fund Letter | Samer HakouraAlphyn Capital Management | Telecommunication ServicesTelecommunication Services | Alphyn Capital Management 2025 Q2 (CCOI) Cogent's share price was impacted following a couple of quarters of missing earnings, as investors lost patience with the length of time the Sprint wireline integration was taking. Although management has... | BULL | View Pitch → | |
| Nov 28, 2025 | Fund Letter | Samer HakouraAlphyn Capital Management | Telecommunication ServicesTelecommunication Services | Alphyn Capital Management 2025 Q3 (CCOI) The investment thesis for Cogent still hinges on substantial revenue growth from wavelength services. The company is... | BULL | View Pitch → | |
| Nov 28, 2025 | Fund Letter | Aaron ChanRecurve Capital | Telecommunication ServicesTelecommunication Services | Recurve Capital 2025 Q3 (CCOI) Cogent‚Äôs management has usually gotten the better of Wall Street when consensus doesn‚Äôt align with their worldview of the Internet ecosystem. One notable period... | BEAR | 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.