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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 | James A.ColganAMG Frontier Small Cap Growth Fund | FTAI Aviation Ltd. $FTAI• NASDAQ | Aerospace & DefenseAerospace & Defense | AMG Frontier Small Cap Growth - FTAI FTAI has been a long-term holding and we think it remains materially undervalued. The stock declined... | NEUTRAL | View Pitch → |
| Sep 2, 2026 | Fund Letter | Ryan O'ConnorCrossroads Capital | FTAI Aviation Ltd. $FTAI• NASDAQ | Aerospace & DefenseAerospace & Defense | Crossroads Capital - FTAI FTAI Aviation contributed 5%, with the name being treated as Strait of Hormuz 'trading sardine', all of which will eventually give way to the fundamentals. FTAI entered the... | NEUTRAL | View Pitch → |
| Aug 21, 2026 | Fund Letter | Jeffrey G. CherkinTourlite Capital Management | FTAI Aviation Ltd. $FTAI• NASDAQ | Aerospace & DefenseAerospace & Defense | Long FTAI (FTAI Aviation Ltd.) As the aerospace and engine markets remain supply-constrained, FTAI continues to deliver strong results to start 2026. | BULL | View Pitch → |
| Aug 2, 2026 | Substack | kairosresearchSubstack (kairosresearch) | FTAI Aviation Ltd. $FTAI• NASDAQ | Aerospace & DefenseAerospace & Defense | FTAI update. FTAI Aviation Ltd. – FTAI FTAI has demonstrated significant growth potential, particularly with its expansion into power systems. Despite recent margin... | BULL | View Pitch → |
| Aug 1, 2026 | Seeking Alpha | Seeking Alpha ContributorSeeking Alpha | FTAI Aviation Ltd. $FTAI• NASDAQ | Aerospace & DefenseAerospace & Defense | FTAI Aviation Ltd. FTAI Aviation Ltd. experienced a sell-off following its Q2 2026 results due to lower EBITDA and earnings, alongside a cut in leasing revenue guidance. However, the c... | BULL | View Pitch → |
| Feb 27, 2026 | Fund Letter | Ryan O'ConnorCrossroads Capital | FTAI Aviation Ltd. $FTAI• NASDAQ | Aerospace & DefenseAerospace & Defense | Crossroads Capital 2025 Q4 (FTAI) FTAI Aviation (FTAI) FTAI Aviation is a leading MRO franchise for the CFM56 and is in the midst of transforming into a capital-light, high-visibility model with its Strategic Capital Initiative (SCI), protected by an irreplaceable competitive advantage in PMA parts. And yet, the... | BULL | View Pitch → |
| Jan 8, 2026 | Fund Letter | Ryan O'ConnorCrossroads Capital | FTAI Aviation Ltd. $FTAI• NASDAQ | Aerospace & DefenseAerospace & Defense | Crossroads Capital 2025 Q3 (FTAI) FTAI captures the most attractive economics in aftermarket aviation not by acting as a passive lessor but by operating as a vertically integrated industrial platform via its Module Factory and Strategic Capital Initiative (SCI). The company's focus... | 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.