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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 | ||
|---|---|---|---|---|---|---|---|
| Sep 2, 2026 | Fund Letter | Paul MoorePM Capital Global Companies Fund | Movies & EntertainmentEntertainment | PM Capital Global Companies Fund - DIS We continued to add to our position in Walt Disney during the quarter. Our exposure includes... | NEUTRAL | View Pitch → | |
| Sep 2, 2026 | Fund Letter | Ariel Investments, LLCAriel Global Fund | Movies & EntertainmentEntertainment | Ariel Global Fund - DIS The Walt Disney Company (DIS) also traded lower during the quarter despite reporting better-than-expected earnings and raising aspects of its outlook. Investor sentiment was... | NEUTRAL | View Pitch → | |
| Aug 21, 2026 | Fund Letter | Silas Myers and Brian MasseyMar Vista Global Equity Fund | Movies & EntertainmentEntertainment | Short DIS (The Walt Disney Company) The fund liquidated its investment in Disney after the stock closed the gap to intrinsic value. While Disney improved... | BEAR | View Pitch → | |
| Jan 31, 2026 | Fund Letter | Ankur ShahAshva Capital Management LLC | Movies & EntertainmentEntertainment | Ashva Capital Management 2025 Q4 (DIS) Disney is a classic example of asset quality being obscured by cyclical and managerial noise. Few companies in... | BULL | View Pitch → | |
| Jan 8, 2026 | Fund Letter | Harry Burn, III; John P. DeGulis; T. Gibbs Kane, Jr.The Sound Shore Fund | Movies & EntertainmentEntertainment | The Sound Shore Fund 2025 Q2 (DIS) The transition to a digital streaming model continues to accelerate throughout the media industry and the legacy players have been adjusting their strategy and investments to compete. Given its scale... | BULL | View Pitch → | |
| Nov 28, 2025 | Fund Letter | Ankur ShahAshva Capital Management LLC | Movies & EntertainmentEntertainment | Ashva Capital Management 2025 Q3 (DIS) Disney's Q3 results reflected continued turnaround progress with total revenue up 2% and operating income up 8%. Streaming subscribers reached... | 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.