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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 | ||
|---|---|---|---|---|---|---|---|
| Nov 5, 2026 | Fund Letter | Source Capital Portfolio ManagersFPA Source Capital | Telecommunication ServicesTelecommunication Services | Long CHTR (Charter Communications) Charter Communications and Liberty Broadband detracted from performance amid continued competitive pressure within the U.S. broadband market. Charter has faced... | BULL | View Pitch → | |
| Oct 30, 2026 | Fund Letter | Patrick BrennanBrennan Asset Management, LLC | Telecommunication ServicesTelecommunication Services | Long CHTR (Charter Communications) Elon Musk's SpaceX purchase of U.S. spectrum scared investors into believing that not only will SpaceX instantly disrupt the U.S. market but also that this purchase implies SpaceX will buy up spectrum everywhere simultaneously…even in markets where none is for sale. A "bot-war" narrative... | BULL | View Pitch → | |
| Oct 9, 2026 | Fund Letter | FPA Crescent Portfolio ManagersFPA Crescent Fund | Telecommunication ServicesTelecommunication Services | Long CHTR (Charter Communications, Inc.) Charter Communications and Liberty Broadband detracted from performance amid continued competitive pressure within the U.S. broadband market. Charter has faced... | BULL | View Pitch → | |
| Sep 2, 2026 | Fund Letter | Stuart Pearce, Alexis DelloyeAlluvium Global Fund | Telecommunication ServicesTelecommunication Services | Alluvium Global Fund - CHTR Charter Communications and its tracking stock Liberty Broadband fell 34.1% and 33.7% following the release of Charter's results in April. It seems the... | NEUTRAL | View Pitch → | |
| Sep 2, 2026 | Fund Letter | Patrick BrennanBrennan Asset Management, LLC | Telecommunication ServicesTelecommunication Services | Brennan Asset Management - CHTR As we have discussed in prior letters, CHTR was once a fantastic winner for us -- really. We sold roughly... | NEUTRAL | View Pitch → | |
| Sep 2, 2026 | Fund Letter | Source Capital Portfolio ManagersFPA Source Capital | Telecommunication ServicesTelecommunication Services | FPA Source Capital - CHTR We have discussed our exposure to cable broadband providers, through holdings in Comcast and Charter/Liberty Broadband in the past. Still, the stocks... | NEUTRAL | View Pitch → | |
| Aug 21, 2026 | Fund Letter | Stuart Pearce, Alexis DelloyeAlluvium Global Fund | Telecommunication ServicesTelecommunication Services | Long CHTR (Charter Communications, Inc.) We discussed in our last report that we saw no reason for Liberty Broadband (up 14.3%) to trade at a discount to its implied price under the agreed deal with Charter Communications (up 7.5%) - particularly noting that one of Liberty's businesses, GCI, is not included in that deal. The returns this... | BULL | View Pitch → | |
| Jan 31, 2026 | Fund Letter | Wally Weitz, CFA® & Drew WeitzWeitz Partners III Opportunity Fund | Telecommunication ServicesTelecommunication Services | Weitz Partners III Opportunity Fund 2025 Q4 (CHTR) Liberty Broadband's operating entity, Charter Communications, has faced negative headlines, but there are important differences versus other challenged holdings. Connectivity at home... | BULL | View Pitch → | |
| Jan 31, 2026 | Fund Letter | Weitz Investment Management, Inc.Weitz Multi Cap Equity Fund | Telecommunication ServicesTelecommunication Services | Weitz Multi Cap Equity Fund 2025 Q4 (CHTR) Charter has faced negative headlines, too, but there are important differences. Importantly, connectivity at... | BULL | View Pitch → | |
| Jan 27, 2026 | Fund Letter | Stuart Pearce, Alexis DelloyeAlluvium Global Fund | Telecommunication ServicesTelecommunication Services | Alluvium Global Fund 2025 Q4 (CHTR) Charter Communications (down 24.1%) was again hammered. Competition is fiercer... | BULL | View Pitch → | |
| Oct 15, 2020 | Fund Letter | Douglas OttAndvari Associates | Telecommunication ServicesTelecommunication Services | Long CHTR (Charter Communications, Inc.) Broadband's crown jewel will be its stake in Charter Communications. Charter is the... | 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.