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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 | Christian RytherCurreen Capital | Fortrea Holdings, Inc. $FTRE• NASDAQ | BiotechnologyBiotechnology | Long FTRE (Fortrea) Spun off from Labcorp in 2023, the clinical trial provider is working through a business turnaround. Its current stock... | BULL | View Pitch → |
| Aug 21, 2026 | Fund Letter | Christian RytherCurreen Capital | Fortrea Holdings, Inc. $FTRE• NASDAQ | BiotechnologyBiotechnology | Curreen Capital - FTRE Fortrea helps its biotech and pharmaceutical customers to run clinical trials with the goal of receiving marketing authorization in the U.S. and other countries. | NEUTRAL | View Pitch → |
| Aug 11, 2026 | Fund Letter | Christian RytherCurreen Capital | Fortrea Holdings, Inc. $FTRE• NASDAQ | BiotechnologyBiotechnology | Curreen Capital – FTRE Fortrea helps its biotech and pharmaceutical customers to run clinical trials with the goal of receiving marketing authorization in the U.S. and other countries. For... | BULL | View Pitch → |
| Jan 31, 2026 | Fund Letter | Christian RytherCurreen Capital | Fortrea Holdings, Inc. $FTRE• NASDAQ | BiotechnologyBiotechnology | Curreen Capital 2025 Q4 (FTRE) Fortrea is an example of our “Crazy Cheap” strategy: buying excellent businesses priced as if their current struggles will last forever. These are ugly... | BULL | View Pitch → |
| Jan 29, 2026 | Fund Letter | Voya Investments, LLCVoya MI Dynamic Small Cap Fund (formerly Voya Small Company Fund) | Fortrea Holdings, Inc. $FTRE• NASDAQ | BiotechnologyBiotechnology | Voya MI Dynamic Small Cap Fund 2025 Q4 (FTRE) The overweight position to healthcare stock Fortrea Holdings Inc. (FTRE) had a positive impact on performance. FTRE ranked in... | BULL | View Pitch → |
| Dec 4, 2025 | Fund Letter | Christian RytherCurreen Capital | Fortrea Holdings, Inc. $FTRE• NASDAQ | BiotechnologyBiotechnology | Curreen Capital 2025 Q2 (FTRE) Fortrea is a contract research organization (CRO), which means they run clinical trials to test treatments that pharmaceutical companies are trying to get approved for use in patients. I have been... | BULL | View Pitch → |
| Nov 28, 2025 | Fund Letter | Christian RytherCurreen Capital | Fortrea Holdings, Inc. $FTRE• NASDAQ | BiotechnologyBiotechnology | Curreen Capital 2025 Q3 (FTRE) Fortrea helps its biotech and pharmaceutical customers to run clinical trials with the goal of receiving marketing authorization in the U.S. and other countries. Fortrea helps design... | 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.