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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 | Matt Burdett, Christian Hoffmann, Brian McMahonThornburg Equity Income Builder Fund | Telecommunication ServicesTelecommunication Services | Thornburg Equity Income Builder Fund - DTE.DE Multinational telecom network operator, owns majority of T-Mobile (USA). -16.3% in 1H... | BULL | View Pitch → | |
| Aug 21, 2026 | Fund Letter | Brian McMahonThornburg Global Opportunities Fund | Deutsche Telekom AG $DTEGY• NASDAQ | Diversified Telecommunication ServicesTelecommunication Services | Thornburg Global Opportunities Fund - DTEGY Deutsche Telekom is the nineteenth largest holding. Multinational communications services,... | NEUTRAL | View Pitch → |
| Jan 16, 2026 | Fund Letter | Miller/Howard Investments Inc.Miller Howard Investments Utilities Plus | DTE Energy $DTE• NYSE | Electric UtilitiesElectric Utilities | Hardman Johnston International Equity 2025 Q4 (DTE GR) During the quarter we liquidated two positions in the portfolio, Nexans SA and Deutsche Telekom AG. Deutsche Telekom delivered... | 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.