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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 | Steve JohnsonForager International Shares Fund | Fiserv, Inc. $FISV• NASDAQ | -- | Forager International Shares Fund - FISV Fiserv (NASDAQ:FISV) was the single largest detractor this year, costing the Fund 3.9%. A loss of... | NEUTRAL | View Pitch → |
| Sep 2, 2026 | Fund Letter | Mairs & Power, Inc.Mairs & Power - Balanced Fund | Fiserv, Inc. $FISV• NASDAQ | -- | Mairs & Power - Balanced Fund - FISV Fiserv (FISV) weighed on relative performance. The company is... | NEUTRAL | View Pitch → |
| Aug 21, 2026 | Fund Letter | Neil J. HennessyHennessy Balanced Fund | Fiserv, Inc. $FISV• NASDAQ | -- | Short FISV (Fiserv, Inc.) Fiserv detracted from relative performance as it undergoes a corporate turnaround focused on improving client satisfaction and product development. An unexpected CEO... | BEAR | View Pitch → |
| Aug 21, 2026 | Fund Letter | Christopher R. PaveseBroyhill Asset Management | Fiserv, Inc. $FISV• NASDAQ | -- | Long FISV (Fiserv, Inc.) Fiserv was our biggest detractor from performance on the year. | BULL | View Pitch → |
| Feb 20, 2026 | Fund Letter | Christopher R. PaveseBroyhill Asset Management | Fiserv, Inc. $FISV• NASDAQ | -- | Broyhill Asset Management 2025 Q4 (FISV) Fiserv was our biggest detractor from performance on the year. This was a... | BULL | View Pitch → |
| Feb 3, 2026 | Fund Letter | Matrix Asset Advisors, Inc.Matrix Dividend Income | Fiserv, Inc. $FISV• NASDAQ | -- | Matrix Dividend Income 2025 Q4 (FISV) On the sell side, we exited our position in Fiserv following a surprising earning miss and sharply reduced earnings guidance from the company's new CEO on the third quarter call. The new CEO,... | BULL | View Pitch → |
| Jan 29, 2026 | Fund Letter | David M. PoppeGiverny Capital Asset Management | Fiserv, Inc. $FISV• NASDAQ | -- | Giverny Capital Asset Management 2025 Q4 (FISV) Fiserv is a mission-critical payments and fintech infrastructure provider with deep integration across financial institutions and merchants. While organic growth... | BULL | View Pitch → |
| Jan 27, 2026 | Fund Letter | Michael P. McCloskeyGreensKeeper Value Fund | Fiserv, Inc. $FISV• NASDAQ | -- | GreensKeeper Value Fund 2025 Q4 (FISV) Our worst performer by far in 2025 was Fiserv Inc., which declined 67.3%. New management revealed... | BEAR | View Pitch → |
| Jan 23, 2026 | Fund Letter | Joe Maginot, Haruki Toyama, Rich EisingerMadison Large Cap Fund | Fiserv, Inc. $FISV• NASDAQ | -- | Madison Large Cap Fund 2025 Q4 (FISV) Fiserv reported disappointing results with revenue declining in its Financial Solutions segment. Furthermore, new management... | BULL | View Pitch → |
| Jan 20, 2026 | Fund Letter | Sebastian Lyon & Charlotte YongeTroy Multi-Asset Strategy | Fiserv, Inc. $FISV• NASDAQ | -- | Troy Multi-Asset Strategy 2025 Q4 (FISV) The greatest mistake is clearly Fiserv. Over more than... | BULL | View Pitch → |
| Jan 20, 2026 | Fund Letter | David HoeftDodge & Cox Stock Fund | Fiserv, Inc. $FISV• NASDAQ | -- | Dodge & Cox Stock Fund 2025 Q4 (FISV) Consistent with our contrarian approach, we added to the Fund's position in Fiserv, a global leader in payments and financial technology solutions. Over the course... | BULL | View Pitch → |
| Jan 20, 2026 | Fund Letter | Ariel Investments, LLCAriel Focus Fund | Fiserv, Inc. $FISV• NASDAQ | -- | Ariel Focus Fund 2025 Q4 (FISV) Fiserv, Inc. (FISV), a global leader in payment processing and financial technology, also experienced a pullback during the period, as new CEO Mike Lyons reset growth and profitability expectations, while announcing further leadership changes. Management is actively... | BULL | View Pitch → |
| Jan 20, 2026 | Fund Letter | Steve JohnsonForager International Shares Fund | Fiserv, Inc. $FISV• NASDAQ | -- | Forager International Shares Fund 2025 Q4 (FISV) This business was a low, GDP-like grower for a long time. Thanks to Covid... | BEAR | View Pitch → |
| Jan 20, 2026 | Fund Letter | John W. RogersAriel Appreciation Fund | Fiserv, Inc. $FISV• NASDAQ | -- | Ariel Appreciation Fund 2025 Q4 (FISV) Alternatively, Fiserv, Inc. (FISV), a global leader in payment processing and financial technology, experienced a pullback during the period, as new CEO Mike Lyons reset growth and profitability expectations, while announcing further leadership changes. Management is actively... | BULL | View Pitch → |
| Dec 6, 2025 | Fund Letter | David M. PoppeGiverny Capital Asset Management | Fiserv, Inc. $FISV• NASDAQ | -- | Giverny Capital Asset Management 2025 Q2 (FISV) We added to Fiserv during the quarter. In May, Fiserv... | BULL | View Pitch → |
| Nov 28, 2025 | Fund Letter | Daniel GladišVltava Fund | Fiserv, Inc. $FISV• NASDAQ | -- | Vltava Fund 2025 Q3 (FISV) Vltava acquired Fiserv after a 40% share price correction caused by slower merchant growth in its Clover platform and lower organic guidance. The fund noted... | BULL | View Pitch → |
| Nov 28, 2025 | Fund Letter | John W. RogersAriel Appreciation Fund | Fiserv, Inc. $FISV• NASDAQ | -- | Ariel Appreciation Fund 2025 Q3 (FISV) Global provider of payment processing and financial services technology solutions, Fiserv, Inc. (FI) declined during the quarter amid investor concerns over increased competition and slowing growth. We believe much... | BULL | View Pitch → |
| Nov 28, 2025 | Fund Letter | Ariel Investments, LLCAriel Focus Fund | Fiserv, Inc. $FISV• NASDAQ | -- | Ariel Focus Fund 2025 Q3 (FISV) Fiserv, Inc. (FI), leading global provider of payment processing and financial services technology solutions. The company possesses... | 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.