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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 | Haruki Toyama, Andy Romanowich, Rich EisingerMadison Mid Cap Fund | Telecommunication ServicesTelecommunication Services | Madison Mid Cap Fund - LBRDK We sold shares in Liberty Broadband (LBRDK), which derives nearly all its value from its ownership position in Charter Communications. A more mature... | NEUTRAL | View Pitch → | |
| Sep 2, 2026 | Fund Letter | Stuart Pearce, Alexis DelloyeAlluvium Global Fund | Telecommunication ServicesTelecommunication Services | Alluvium Global Fund - LBRDK 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 → | |
| Aug 21, 2026 | Fund Letter | Stuart Pearce, Alexis DelloyeAlluvium Global Fund | Dick's Sporting $DKS• NYSE | Other Specialty RetailSpecialty Retail | Long DKS (Dick's Sporting Goods, Inc.) Dick's Sporting Goods delivered strong operational results, beating guidance and gaining market share, yet fell on tariff concerns and cautious near-term forward guidance. The fund took... | BULL | View Pitch → |
| Aug 21, 2026 | Fund Letter | Southeastern Asset Management, Inc.Longleaf Partners Small-Cap Fund | Eastman Kodak $KODK• NASDAQ | Commercial Services & SuppliesCommercial Services & Supplies | Long KODK (Eastman Kodak) The Fund's holding in Kodak's convertible preferred security acted defensively and performed well due to Kodak's significantly overfunded pension. Strategic structural changes... | BULL | View Pitch → |
| Aug 21, 2026 | Fund Letter | The Heartland Investment TeamHeartland Value Fund | Oil & Gas Refining & MarketingOil, Gas & Consumable Fuels | Long DK (Delek US Holdings, Inc.) Delek US Holdings has faced operational headwinds, but its structural sum-of-the-parts value remains highly attractive relative to its depressed stock price. Management actions, including... | BULL | View Pitch → | |
| Aug 6, 2026 | Seeking Alpha | Seeking Alpha ContributorSeeking Alpha | Sandisk Corp $SNDK• NASDAQ | Technology Hardware, Storage & PeripheralsTechnology Hardware, Storage & Peripherals | Sandisk Corporation Sandisk Corporation has demonstrated strong financial performance in Q4 2026, with revenue surging by 51% quarter-over-quarter and 372% year-over-year. The company r... | BULL | View Pitch → |
| Aug 6, 2026 | Seeking Alpha | Seeking Alpha ContributorSeeking Alpha | Sandisk Corp $SNDK• NASDAQ | Technology Hardware, Storage & PeripheralsTechnology Hardware, Storage & Peripherals | Sandisk Corporation Sandisk Corporation reported impressive Q4 2026 results, with earnings and revenue exceeding expectations. The company's revenue... | BULL | View Pitch → |
| Jan 28, 2026 | Fund Letter | Tony ConiarisHarris Associates Concentrated Strategy | Telecommunication ServicesTelecommunication Services | Harris Associates Concentrated Strategy 2025 Q4 (LBRDK) Liberty Broadband was a detractor during the quarter. The U.S.-headquartered cable... | BULL | View Pitch → | |
| Jan 27, 2026 | Fund Letter | Stuart Pearce, Alexis DelloyeAlluvium Global Fund | Dick's Sporting $DKS• NYSE | Other Specialty RetailSpecialty Retail | Alluvium Global Fund 2025 Q4 (DKS) Management of Dick's Sporting spoke of the need to get back to “Retail 101” and warned of more than USD 500m in pre-tax write-offs after its Foot Locker acquisition. However, the core... | BULL | View Pitch → |
| Jan 24, 2026 | Fund Letter | ArrowMark Colorado Holdings LLCMeridian Hedged Equity Fund | DraftKings $DKNG• NASDAQ | Hotels, Restaurants & LeisureHotels, Restaurants & Leisure | Meridian Hedged Equity Fund 2025 Q4 (DKNG) DraftKings, Inc. is a leading digital entertainment company offering online sports betting, fantasy sports, and gaming services. As a market... | BEAR | View Pitch → |
| Jan 20, 2026 | Fund Letter | Ian Sexsmith, Robert KlaberParnassus Mid Cap Growth Fund | Sandisk Corp $SNDK• NASDAQ | Technology Hardware, Storage & PeripheralsTechnology Hardware, Storage & Peripherals | Parnassus Mid Cap Growth Fund 2025 Q4 (SNDK) SanDisk was a top contributor in both the quarter and the year as the ongoing AI megatrend drove strong demand for memory and storage, while industry supply growth remained constrained. Shares surged as... | BULL | View Pitch → |
| Dec 3, 2025 | Fund Letter | Stuart Pearce, Alexis DelloyeAlluvium Global Fund | Dick's Sporting $DKS• NYSE | Other Specialty RetailSpecialty Retail | Alluvium Global Fund 2025 Q2 (DKS) The big news came from the management team of one of the Fund's largest investments. Dick's Sporting, (down... | BULL | View Pitch → |
| Nov 28, 2025 | Fund Letter | ArrowMark Colorado Holdings LLCMeridian Hedged Equity Fund | Telecommunication ServicesTelecommunication Services | Meridian Hedged Equity Fund 2025 Q3 (LBRDK) Liberty Broadband Corp. is a holding company with a 26% ownership stake in cable operator Charter Communications and full ownership of GCI, a broadband and wireless provider in Alaska. The investment case... | 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.