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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 | David M. PoppeGiverny Capital Asset Management | Coherent Corp. $COHR• NASDAQ | Electronic Equipment, Instruments & ComponentsElectronic Equipment, Instruments & Components | Short COHR (Coherent Corp.) GCAM completely exited its position in Coherent due to concerns regarding management culture following executive departures of both the CEO and CFO. Capital was reallocated... | BEAR | View Pitch → |
| Aug 8, 2026 | Fund Letter | Shilpa MehraFidelity Growth Strategies Fund | Coherent Corp. $COHR• NASDAQ | Electronic Equipment, Instruments & ComponentsElectronic Equipment, Instruments & Components | Fidelity Growth Strategies Fund – COHR An outsized stake in Coherent (+65%), a technology company that manufactures precision optical components and coatings, was another top contributor. Over the past... | BULL | View Pitch → |
| Feb 20, 2026 | Fund Letter | Shilpa MehraFidelity Growth Strategies Fund | Coherent Corp. $COHR• NASDAQ | Electronic Equipment, Instruments & ComponentsElectronic Equipment, Instruments & Components | Fidelity Growth Strategies Fund 2025 Q4 (COHR) Among individual stocks, non-benchmark stakes in tech hardware maker Coherent (+71%) were the top contributors. Coherent manufactures precision... | BULL | View Pitch → |
| Jan 29, 2026 | Fund Letter | Jason WhiteArtisan Global Discovery | Coherent Corp. $COHR• NASDAQ | Electronic Equipment, Instruments & ComponentsElectronic Equipment, Instruments & Components | Artisan Global Discovery 2025 Q4 (COHR) Among our top contributors in Q4 were Coherent. Coherent is a... | BULL | View Pitch → |
| Jan 23, 2026 | Fund Letter | Matt Kamm, Jason White, Jim Hamel, Angela Wu, Jay WarnerArtisan Mid Cap Fund | Coherent Corp. $COHR• NASDAQ | Electronic Equipment, Instruments & ComponentsElectronic Equipment, Instruments & Components | Artisan Mid Cap Fund 2025 Q4 (COHR) Coherent is a leading supplier of lasers and photonics solutions used across data center, industrial and communications applications. Recent earnings were... | 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.