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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 | Patrick BrennanBrennan Asset Management, LLC | GCI Liberty, Inc. $GLIBA• NASDAQ | Telecommunication ServicesTelecommunication Services | Long GLIBA (Liberty Broadband Corporation) Elon Musk's SpaceX purchase of U.S. spectrum scared investors into believing that not only will SpaceX instantly disrupt the U.S. market but also that this purchase implies SpaceX will buy up spectrum everywhere simultaneously…even in markets where none is for sale. A "bot-war" narrative... | BULL | View Pitch → |
| Aug 21, 2026 | Fund Letter | Patrick BrennanBrennan Asset Management, LLC | GCI Liberty, Inc. $GLIBA• NASDAQ | Telecommunication ServicesTelecommunication Services | Long GLIBA (GCI Liberty, Inc.) We described our rationale for GCI Communications (GLIBA) in our Q3 letter and noted that we planned to participate/oversubscribe to GLIBA's offering. 95 percent of... | BULL | View Pitch → |
| Jan 28, 2026 | Fund Letter | Randy GwirtzmanBaron Discovery Fund | GCI Liberty, Inc. $GLIBA• NASDAQ | Telecommunication ServicesTelecommunication Services | Baron Discovery Fund 2025 Q4 (GLIBA) Liberty Broadband Corp. (GLIBA) contributed to performance. The company provides... | BULL | View Pitch → |
| Jan 16, 2026 | Fund Letter | Southeastern Asset Management, Inc.Longleaf Partners Small-Cap Fund | GCI Liberty, Inc. $GLIBA• NASDAQ | Telecommunication ServicesTelecommunication Services | Longleaf Partners Small-Cap Fund 2025 Q4 (GLIBA) Alaskan communications company GCI Liberty was a positive contributor for the year. We purchased GCI... | BULL | View Pitch → |
| Nov 28, 2025 | Fund Letter | Chris WallerPlural Investing | GCI Liberty, Inc. $GLIBA• NASDAQ | Telecommunication ServicesTelecommunication Services | Plural Investing 2025 Q3 (GLIBA) GCI Liberty, spun off from Liberty Broadband, dominates Alaska's telecom market. Trading at 10×... | 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.