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 | ||
|---|---|---|---|---|---|---|---|
| Sep 2, 2026 | Fund Letter | Hotchkis & Wiley Large Cap Fundamental Value | Telecommunication ServicesTelecommunication Services | Hotchkis & Wiley Large Cap Fundamental Value - CMCSA Comcast Corp. (CMCSA) is one of the largest wireline telecom service providers in the US. The stock underperformed... | NEUTRAL | View Pitch → | |
| Sep 2, 2026 | Fund Letter | Source Capital Portfolio ManagersFPA Source Capital | Telecommunication ServicesTelecommunication Services | FPA Source Capital - CMCSA 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 | Greenlight Capital, Inc.Greenlight Capital | Telecommunication ServicesTelecommunication Services | Long CMCSA (Comcast) Comcast (CMCSA) is a diversified media and technology company with broadband, video and wireless businesses, alongside media, studios and theme parks. | BULL | View Pitch → | |
| Aug 19, 2026 | Fund Letter | Greenlight Capital, Inc.Greenlight Capital | Telecommunication ServicesTelecommunication Services | Greenlight Capital - CMCSA Comcast (CMCSA) is a diversified media and technology company with broadband, video and wireless businesses, alongside media, studios and theme parks. The stock decl... | NEUTRAL | View Pitch → | |
| Nov 28, 2025 | Fund Letter | First Eagle Investment Management, LLCFirst Eagle Global Fund | Telecommunication ServicesTelecommunication Services | First Eagle Global Fund 2025 Q3 (CMCSA) Comcast is the largest multinational telecommunications and media conglomerate in the US, with brands including Xfinity cable, NBCUniversal (theme parks and TV stations with Peacock streaming service) and UK-based pay-TV company Sky. The company reported... | 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.