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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 | ||
|---|---|---|---|---|---|---|---|
| Nov 6, 2026 | Fund Letter | Christopher SmithAntero Peak Group | General Electric Co. $GE• NYSE | Aerospace & DefenseAerospace & Defense | Long GE (GE Aerospace) GE Aerospace illustrates this distinction. Our research models... | BULL | View Pitch → |
| Oct 30, 2026 | Fund Letter | Roy D. Behren, Michael T. Shannon, Steven V. TanVirtus Westchester Credit Event Fund | Getty Images Holdings, Inc. $GETY• NASDAQ | Interactive Media & ServicesInteractive Media & Services | Long GETY (Getty Images Holdings, Inc.) Getty Images detracted 0.63% after terminating its proposed acquisition of Shutterstock and retaining advisors to address its capital structure. Subsequent to quarter-end,... | BULL | View Pitch → |
| Oct 30, 2026 | Fund Letter | Christopher SmithArtisan Focus Fund | General Electric Co. $GE• NYSE | Aerospace & DefenseAerospace & Defense | Long GE (GE Aerospace) GE Aerospace illustrates this distinction. Our research models... | BULL | View Pitch → |
| Oct 30, 2026 | Fund Letter | Christian RytherCurreen Capital | GetBusy plc $GETB.L• LSE | Application SoftwareSoftware | Long GETB.L (GetBusy plc) GetBusy provides online document exchange systems, primarily for accountants. GetBusy spun out... | BULL | View Pitch → |
| Oct 29, 2026 | Fund Letter | Tucker BrownSGA - International Growth | Application SoftwareSoftware | Long SGE.L (The Sage Group plc) Sage plc, a leading provider of accounting and business management software for small and mid-sized businesses, was a top contributor to performance during the quarter. Shares benefited from... | BULL | View Pitch → | |
| Oct 14, 2026 | Fund Letter | Andrew Choi & Shivani VohraParnassus Growth Equity Fund | GE Vernova Inc. $GEV• NYSE | MachineryMachinery | Long GEV (GE Vernova Inc.) GE Vernova, a provider of gas turbines and grid equipment, underperformed amid the wider AI sell-off due to widespread political pushback against data centers, which raised concerns about the pace of future power demand. We view GE... | BULL | View Pitch → |
| Oct 13, 2026 | Fund Letter | Harvey SaxAlpha Wealth Funds - The Insiders Fund | Health Care Equipment & SuppliesHealth Care Equipment & Supplies | Long GEHC (GE HealthCare Technologies Inc.) ● Business: GE HealthCare operates as a leading global medical technology, pharmaceutical diagnostics, and digital solutions innovator. The company organizes... | BULL | View Pitch → | |
| Oct 7, 2026 | Fund Letter | Silas Myers and Brian MasseyMar Vista U.S. Quality Premier | General Electric Co. $GE• NYSE | Aerospace & DefenseAerospace & Defense | Long GE (GE Aerospace) GE Aerospace (GE) and TransDigm (TDG) underperformed during the quarter amid a broad sell-off in commercial aerospace aftermarket companies. The conflict in... | BULL | View Pitch → |
| Oct 7, 2026 | Fund Letter | Silas Myers and Brian MasseyMar Vista U.S. Quality Premier | GE Vernova Inc. $GEV• NYSE | MachineryMachinery | Long GEV (GE Vernova Inc.) GE Vernova (GEV) shares came under pressure during the quarter as broader concerns around AI and data center spending weighed on sentiment across AI-related names. Despite the negative... | BULL | View Pitch → |
| Oct 7, 2026 | Fund Letter | Silas Myers, Brian MasseyMar Vista US Quality | General Electric Co. $GE• NYSE | Aerospace & DefenseAerospace & Defense | Long GE (GE Aerospace) GE Aerospace (GE) and TransDigm (TDG) underperformed during the quarter amid a broad sell-off in commercial aerospace aftermarket companies. The conflict in... | BULL | View Pitch → |
| Sep 30, 2026 | Fund Letter | Delaware Management Company (now part of Nomura Asset Management)Nomura Large Cap Growth Fund | General Electric Co. $GE• NYSE | Aerospace & DefenseAerospace & Defense | Long GE (GE Aerospace) Shares of GE Aerospace declined during the quarter, pressured by its September announcement of a large acquisition of casting supplier Consolidated Precision Products Corp. While the strategic rationale is sound, the deal's valuation spooked investors and funding for the deal, including roughly $5 billion in new debt. This raised questions... | BULL | View Pitch → |
| Sep 2, 2026 | Fund Letter | Andrew D.W. HillAndrew Hill Investment Advisors, Inc. | General Electric Co. $GE• NYSE | Aerospace & DefenseAerospace & Defense | Andrew Hill Investment Advisors - GE With the Iran war hopefully over, GE Aerospace has caught investors interest. Lower fuel cost... | NEUTRAL | View Pitch → |
| Sep 2, 2026 | Fund Letter | Andrew D.W. HillAndrew Hill Investment Advisors, Inc. | GE Vernova Inc. $GEV• NYSE | MachineryMachinery | Andrew Hill Investment Advisors - GEV Fancy data centers don't run without electricity. Hence, we have... | NEUTRAL | View Pitch → |
| Sep 2, 2026 | Fund Letter | Harvey SaxAlpha Wealth Funds - The Insiders Fund | Health Care Equipment & SuppliesHealth Care Equipment & Supplies | Alpha Wealth Funds The Insiders Fund - GEHC GE HealthCare operates as a leading global medical technology, pharmaceutical diagnostics, and digital solutions innovator. The company received... | NEUTRAL | View Pitch → | |
| Sep 2, 2026 | Fund Letter | John W. RogersAriel Appreciation Fund | Movies & EntertainmentEntertainment | Ariel Appreciation Fund - MSGE Shares of Madison Square Garden Entertainment (MSGE) advanced following better-than-expected results, fueled by continued strength in concerts and solid growth in sponsorship and advertising. Earnings exceeded expectations,... | NEUTRAL | View Pitch → | |
| Sep 2, 2026 | Fund Letter | John W. Rogers, Jr.Ariel Fund | Movies & EntertainmentEntertainment | Ariel Fund - MSGE Shares of Madison Square Garden Entertainment (MSGE) advanced following better-than-expected results, fueled by continued strength in concerts and solid growth in sponsorship and advertising. Earnings exceeded expectations,... | NEUTRAL | View Pitch → | |
| Sep 2, 2026 | Fund Letter | Benjamin Allen, Todd Ahlsten, Andrew ChoiParnassus Core Equity Fund | GE Vernova Inc. $GEV• NYSE | MachineryMachinery | Parnassus Core Equity Fund - GEV GE Vernova, another new position, had previously sold off significantly and reached a valuation that we found compelling. Shares of the... | NEUTRAL | View Pitch → |
| Sep 2, 2026 | Fund Letter | Dan DavidowitzPolen Capital - Focus Growth | GE Vernova Inc. $GEV• NYSE | MachineryMachinery | Polen Capital Focus Growth - GEV We initiated a new position in GE Vernova, one of the few global companies capable of supplying the power generation equipment needed to meet rising electricity demand. The demand environment... | NEUTRAL | View Pitch → |
| Sep 2, 2026 | Fund Letter | Dan DavidowitzPolen Capital - Focus Growth | General Electric Co. $GE• NYSE | Aerospace & DefenseAerospace & Defense | Polen Capital Focus Growth - GE We initiated a new position in GE Aerospace, which we view as one of the highest-quality industrial businesses in the world. Following the multi-year... | NEUTRAL | View Pitch → |
| Sep 2, 2026 | Fund Letter | Buyside Damon FicklinPolen Capital - Global Growth | GE Vernova Inc. $GEV• NYSE | MachineryMachinery | Polen Capital Global Growth - GEV We initiated a new position in GE Vernova, one of the few global companies capable of supplying the power generation equipment needed to meet rising electricity demand. The demand environment... | NEUTRAL | View Pitch → |
| Sep 2, 2026 | Fund Letter | Buyside Damon FicklinPolen Capital - Global Growth | General Electric Co. $GE• NYSE | Aerospace & DefenseAerospace & Defense | Polen Capital Global Growth - GE We initiated a new position in GE Aerospace, which we view as one of the highest-quality industrial businesses in the world. Following the separation... | NEUTRAL | View Pitch → |
| Sep 2, 2026 | Fund Letter | Wilhelm Hertzog, Paul WhitburnRozendal Worldwide Flexible Prescient Qualified Investor Hedge Fund | -- | Rozendal Worldwide Flexible Prescient Qualified Investor Hedge Fund - GEM.L Gemfields is a small holding in the Fund, but it has faced business challenges on a grand scale. Competitive pressure in... | NEUTRAL | View Pitch → | |
| Sep 2, 2026 | Fund Letter | Wilhelm Hertzog, Paul WhitburnRozendal Global Fund | -- | Rozendal Global Fund - GEM.L Gemfields is a small holding in the Fund, but it has faced business challenges on a grand scale. Competitive pressure in... | NEUTRAL | View Pitch → | |
| Sep 2, 2026 | Fund Letter | Derek IzuelShelton Emerging Markets Fund | Construction & EngineeringConstruction & Engineering | Shelton Emerging Markets Fund - GEKTERNA.AT , a diversified Greek infrastructure and construction conglomerate, was a contributor to active return over the quarter. During the period,... | BULL | View Pitch → | |
| Aug 21, 2026 | Fund Letter | Chad MeadeMeridian Small Cap Growth Fund | Hinge Health, Inc. $HNGE• NASDAQ | -- | Long HNGE (Hinge Health, Inc.) Hinge Health, Inc. (HNGE) operates a technology-enabled musculoskeletal care platform that pairs its wearable Enso device and AI-driven care with access to clinicians, serving self-insured employers and health plans. We own it... | BULL | View Pitch → |
| Aug 21, 2026 | Fund Letter | Mr. FitzpatrickAristotle Core Equity Fund | General Electric Co. $GE• NYSE | Aerospace & DefenseAerospace & Defense | Long GE (GE Aerospace) GE Aerospace designs and produces commercial and defense aircraft engines, integrated engine components, electric power, and mechanical aircraft systems. The industry has... | BULL | View Pitch → |
| Aug 21, 2026 | Fund Letter | Pontus DackmoProtean Small Cap | Health Care Equipment & SuppliesHealth Care Equipment & Supplies | Long GETI-B.ST (Getinge) Apparently Getinge was one of our main detractors during April. We struggle a... | BULL | View Pitch → | |
| Aug 21, 2026 | Fund Letter | Anthony BaillyRothschild & Co LongRun Equity Fund | General Electric Co. $GE• NYSE | Aerospace & DefenseAerospace & Defense | Long GE (General Electric Aerospace) The crown jewel in GE Aerospace's business portfolio is its commercial aircraft engines segment, accounting for around three quarters of sales and an even a higher proportion of earnings. GE dominates the... | BULL | View Pitch → |
| Aug 21, 2026 | Fund Letter | ArrowMark Colorado Holdings LLCMeridian Hedged Equity Fund | Geo Group Inc $GEO• NYSE | Commercial Services & SuppliesCommercial Services & Supplies | Long GEO (The GEO Group, Inc.) The GEO Group, Inc. designs, finances, and operates correctional and detention facilities, as well as electronic monitoring and community-based programs, in partnership with federal, state, and local agencies. We invested in... | BULL | View Pitch → |
| Aug 21, 2026 | Fund Letter | Andrew OskouiBlue Tower Asset Management | Financial ServicesFinancial Services | Long CGEO.L (Georgia Capital PLC) Gained 178% in 2025 (158% when denominated in GBP). Aggressively repurchased shares... | BULL | View Pitch → | |
| Aug 21, 2026 | Fund Letter | John W. RogersAriel Appreciation Fund | Movies & EntertainmentEntertainment | Long MSGE (Madison Square Garden Entertainment Corp.) Madison Square Garden Entertainment Corp. (MSGE) was another underperformer in the quarter. Despite the delivery... | BULL | View Pitch → | |
| Aug 21, 2026 | Fund Letter | Christian RytherCurreen Capital | GetBusy plc $GETB.L• LSE | Application SoftwareSoftware | Long GETB.L (GetBusy) GetBusy provides online document exchange systems—primarily for accountants in the U.K.—and its Australian/New Zealand and U.S. business are growing well. GetBusy spun out... | BULL | View Pitch → |
| Aug 21, 2026 | Fund Letter | Silas Myers, Brian MasseyMar Vista US Quality | General Electric Co. $GE• NYSE | Aerospace & DefenseAerospace & Defense | Mar Vista US Quality Select - GE GE Aerospace (GE) was a significant contributor during the second quarter as investors gained confidence that its multi-year earnings trajectory remains intact despite geopolitical uncertainty and ongoing supply chain constraints. Strong execution, continued... | BULL | View Pitch → |
| Aug 21, 2026 | Fund Letter | Terry SmithFundsmith Equity Fund | GE Vernova Inc. $GEV• NYSE | MachineryMachinery | Fundsmith Equity Fund - GEV GE Vernova builds and services the gas turbines and electrical grid equipment that power the modern world. Its competitive 'moat'... | NEUTRAL | View Pitch → |
| Aug 21, 2026 | Fund Letter | Silas Myers, Brian MasseyMar Vista US Quality | General Electric Co. $GE• NYSE | Aerospace & DefenseAerospace & Defense | Mar Vista US Quality - GE GE Aerospace (GE) was a significant contributor during the second quarter as investors gained confidence that its multi-year earnings trajectory remains intact despite geopolitical uncertainty and ongoing supply chain constraints. Strong execution, continued... | BULL | View Pitch → |
| Aug 21, 2026 | Fund Letter | Christina Siegel MalbonPatient Capital Management | -- | Long PGEN (Precigen) We closed a private deal with one of our companies, Precigen (PGEN $1.18), which had us burning the midnight oil during the holiday season. We were optimistic... | BULL | View Pitch → | |
| Aug 21, 2026 | Fund Letter | Ariel Investments, LLCAriel Focus Fund | Movies & EntertainmentEntertainment | Ariel Focus Fund - MSGE Shares of Madison Square Garden Entertainment (MSGE) rose following better-than-expected results, fueled by continued strength in concerts and solid growth in sponsorship and advertising. Earnings exceeded expectations,... | NEUTRAL | View Pitch → | |
| Aug 21, 2026 | Fund Letter | David M. Klaskin | Electrical EquipmentElectrical Equipment | Long WEGE3.SA (WEG S.A.) WEG used the past decade to acquire a series of transformer manufacturers. The sector was... | BULL | View Pitch → | |
| Aug 21, 2026 | Fund Letter | John W. Rogers, Jr.Ariel Fund | Adtalem Global Education $ATGE• NASDAQ | -- | Long ATGE (Adtalem Global Education) Shares of global leader in for-profit education, Adtalem Global Education (ATGE), also jumped following a top- and bottom-line quarterly earnings beat driven by accelerating new student enrollment growth and a subsequent raise to fiscal year 2025 guidance. Revenue per student... | BULL | View Pitch → |
| Aug 21, 2026 | Fund Letter | Christian RytherCurreen Capital | GetBusy plc $GETB.L• LSE | Application SoftwareSoftware | Long GETB.L (GetBusy plc) GetBusy (1% at £0.56/share) ... We added to... | BULL | View Pitch → |
| Aug 18, 2026 | Substack | borlaugSubstack (borlaug) | Repligen Corporation $RGEN• NASDAQ | Health Care Equipment & SuppliesHealth Care Equipment & Supplies | #10: DanahurtRepligen Corporation – RGEN Repligen Corporation is positioned to benefit from numerous company-specific tailwinds in 2025, making it a compelling investment in the bioprocessing space. Despite the need... | BULL | View Pitch → |
| Aug 11, 2026 | Fund Letter | Christian RytherCurreen Capital | GetBusy plc $GETB.L• LSE | Application SoftwareSoftware | Curreen Capital – GETB.L GetBusy provides online document exchange systems—primarily for accountants. GetBusy spun out... | BULL | View Pitch → |
| Aug 7, 2026 | Other | Barometer Capital Management | GE Vernova Inc. $GEV• NYSE | MachineryMachinery | Barometer Capital Management – GEV GE Vernova (GEV) also contributed. GE Vernova added... | BULL | View Pitch → |
| Aug 6, 2026 | Seeking Alpha | Seeking Alpha ContributorSeeking Alpha | GEMINI SPACE STA INC $GEMI• NASDAQ | -- | Gemini Space Station, Inc. Gemini Space Station, Inc. (GEMI) is rated as a speculative buy with a 12-month price target of $7-$8. The stock has... | BULL | View Pitch → |
| Aug 6, 2026 | Seeking Alpha | Seeking Alpha ContributorSeeking Alpha | -- | Greif, Inc. Greif, Inc. reported its Q3 2026 results with revenues of $1.17 billion, showing a 3.5% increase and beating estimates by $50 million. The company has... | NEUTRAL | View Pitch → | |
| Aug 3, 2026 | Seeking Alpha | Seeking Alpha ContributorSeeking Alpha | Repligen Corporation $RGEN• NASDAQ | Health Care Equipment & SuppliesHealth Care Equipment & Supplies | Repligen Corporation Repligen Corporation recently announced a strategic acquisition of BioLife Solutions to expand its capabilities in the cell therapy market. The deal, valued... | NEUTRAL | View Pitch → |
| Jul 31, 2026 | Other | Polen Capital - Global Growth | GE Vernova Inc. $GEV• NYSE | MachineryMachinery | Polen Capital – Global Growth – GEV We initiated a new position in GE Vernova, one of the few global companies capable of supplying the power generation equipment needed to meet rising electricity demand. The demand environment... | BULL | View Pitch → |
| Jul 31, 2026 | Other | Polen Capital - Global Growth | General Electric Co. $GE• NYSE | Aerospace & DefenseAerospace & Defense | Polen Capital – Global Growth – GE We initiated a new position in GE Aerospace, which we view as one of the highest-quality industrial businesses in the world. Following the separation... | BULL | View Pitch → |
| Jun 1, 2026 | Fund Letter | BDL Capital | Diageo plc $DGE.L• LSE | BeveragesBeverages | Long DGE.L (Diageo plc) For a long-term investor, this situation represents a rare opportunity to buy global leaders at a discounted price. As a result,... | BULL | View Pitch → |
| Feb 20, 2026 | Fund Letter | Zach TurnerFidelity Dividend Growth Fund | GE Vernova Inc. $GEV• NYSE | MachineryMachinery | Fidelity Dividend Growth Fund 2025 Q4 (GEV) Elsewhere in the industrials sector, GE Vernova was another meaningful overweight at year-end. The company is... | 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.