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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 | ||
|---|---|---|---|---|---|---|---|
| Oct 30, 2026 | Fund Letter | Cooper Investors Pty LimitedCooper Investors Global Equities Fund (Unhedged) | Movies & EntertainmentEntertainment | Long FWONK (Formula One Group) The Compounding Capital pool is well diversified across businesses in industries enjoying positive tailwinds, such as live entertainment and sports content (e.g. Liberty Media (FWONK) owner of Formula One and MotoGP), Life Sciences (e.g. Thermo Fisher (TMO)), Semiconductors (e.g. Taiwan Semiconductor Manufacturing Co (2330)) and US Industrial activity (e.g. RB Global (RBA)). | BULL | View Pitch → | |
| Aug 21, 2026 | Fund Letter | Cooper Investors Pty LimitedCooper Investors Global Equities Fund (Unhedged) | Movies & EntertainmentEntertainment | Cooper Investors Global Equities Fund (Unhedged) - FWONK The current anchor of the Compounding Capital pool is our group of investments in live entertainment and sports content – Liberty Media (FWONK) (owner of Formula One and MotoGP). Liberty Media is... | NEUTRAL | View Pitch → | |
| Aug 1, 2026 | Fund Letter | Cooper Investors Pty LimitedCooper Investors Global Equities Fund (Unhedged) | Movies & EntertainmentEntertainment | Cooper Investors Global Equities Fund (Unhedged) – FWONK The current anchor of the Compounding Capital pool is our group of investments in live entertainment and sports content – Liberty Media (FWONK) (owner of Formula One and MotoGP), Live Nation (via Liberty Live (LLYVK)) and TKO (owner of UFC and WWE). These businesses benefit... | 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.