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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 | Christina Siegel MalbonPatient Capital Management | Hotels, Restaurants & LeisureHotels, Restaurants & Leisure | Long EXPE (Expedia Group) Expedia Group experienced a sharp upward re-rating in Q4 after lagging for most of the year despite strong underlying business fundamentals. The fund successfully... | BULL | View Pitch → | |
| Aug 21, 2026 | Fund Letter | Christina Siegel MalbonPatient Capital Management | Hotels, Restaurants & LeisureHotels, Restaurants & Leisure | Long EXPE (Expedia Group) Bought in mid-2022 due to strong fundamentals and mispriced competitive fears, the stock initially languished before surging on strong third-quarter direct-to-consumer acceleration. The manager emphasizes... | BULL | View Pitch → | |
| Dec 3, 2025 | Fund Letter | Mr. FitzpatrickAristotle Core Equity Fund | Hotels, Restaurants & LeisureHotels, Restaurants & Leisure | Aristotle Core Equity Fund 2025 Q2 (EXPE) We sold Expedia Group due to a higher risk of a recession following the significant increase in global tariffs, which can be expected to reduce overall levels of economic activity. In addition, the... | BULL | View Pitch → | |
| Dec 3, 2025 | Fund Letter | Mr. FitzpatrickAristotle Atlantic Core Equity Strategy | Hotels, Restaurants & LeisureHotels, Restaurants & Leisure | Aristotle Atlantic Core Equity Strategy 2025 Q2 (EXPE) We sold Expedia Group due to a higher risk of a recession following the significant increase in global tariffs, which can be expected to reduce overall levels of economic activity. In addition, the... | 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.