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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 | ||
|---|---|---|---|---|---|---|---|
| Feb 20, 2026 | Fund Letter | Mario J. Gabelli, CFA, Willis BruckerThe Gabelli ABC Fund | Exact Sciences $EXAS• NASDAQ | -- | The Gabelli ABC Fund 2025 Q4 (EXAS) Exact Sciences Corp. (4.5% of net assets as of December 31, 2025), is a provider of cancer screening and diagnostic services. The company continues... | BULL | View Pitch → |
| Jan 28, 2026 | Fund Letter | Randy GwirtzmanBaron Discovery Fund | Exact Sciences $EXAS• NASDAQ | -- | Baron Discovery Fund 2025 Q4 (EXAS) Shares of Exact Sciences Corporation contributed to performance. Exact is a... | BULL | View Pitch → |
| Jan 27, 2026 | Fund Letter | Amy ZhangAlger Small Cap Focus Fund | Exact Sciences $EXAS• NASDAQ | -- | Alger Small Cap Focus Fund 2025 Q4 (EXAS) Exact Sciences is a molecular diagnostics company focused on oncology testing, best known for its Cologuard noninvasive colorectal cancer screening franchise, alongside a broader portfolio and pipeline that includes molecular residual disease (MRD) and multi-cancer early detection (MCED) testing initiatives. Shares contributed positively... | BULL | View Pitch → |
| Jan 24, 2026 | Fund Letter | ArrowMark Colorado Holdings, LLCMeridian Growth Fund | Exact Sciences $EXAS• NASDAQ | -- | Meridian Growth Fund 2025 Q4 (EXAS) Exact Sciences Corp. is a cancer diagnostics company best known for Cologuard, its at-home screening test for colorectal cancer. The stock initially... | 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.