Loading investment pitches...
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 | Patrick BrennanBrennan Asset Management, LLC | Garrett Motion $GTX• NYSE | Auto ComponentsAuto Components | Brennan Asset Management - GTX GTX is an oligopoly provider of turbochargers to the automotive industry with a potentially valuable new product portfolio focused on industrial and electric vehicle (EV) markets. GTX was a... | NEUTRAL | View Pitch → |
| Sep 2, 2026 | Fund Letter | Dave WatersAlluvial Capital Management | Garrett Motion $GTX• NYSE | Auto ComponentsAuto Components | Alluvial Capital Management - GTX Garrett Motion is one of Alluvial Fund's longest-tenured holdings. 2026 has been... | NEUTRAL | View Pitch → |
| Aug 21, 2026 | Fund Letter | Gary MishurisSilver Ring Value Partners | Garrett Motion $GTX• NYSE | Auto ComponentsAuto Components | Long GTX (Garrett Motion Inc.) The manager reduced Garrett Motion to a small position because its preferred shares converted to common stock, removing key downside protection. Although facing headwinds... | BULL | View Pitch → |
| Feb 3, 2026 | Substack | Dave WatersAlluvial Capital Management | Garrett Motion $GTX• NYSE | Auto ComponentsAuto Components | Alluvial Capital Management 2025 Q4 (GTX) Garrett Motion had a remarkable 2025. The company repurchased... | BULL | View Pitch → |
| Jan 24, 2026 | Fund Letter | Josef Lakonishok, Menno Vermeulen, Puneet Mansharamani, Greg Sleight, Guy Lakonishok, Gal SkarishevskyHarbor Mid Cap Value Fund | Garrett Motion $GTX• NYSE | Auto ComponentsAuto Components | Harbor Mid Cap Value Fund 2025 Q4 (GTX) We initiated a position in Garrett Motion, an automotive parts and equipment company in the Consumer Discretionary sector. The company designs,... | BULL | View Pitch → |
| Jan 9, 2026 | Fund Letter | Brian FrankFrank Value Fund | Garrett Motion $GTX• NYSE | Auto ComponentsAuto Components | Frank Value Fund 2025 Q4 (GTX) Contrast that with one of our top holdings, Garrett Motion, where 2026 expectations are 7 times the cash flow relative to the purchase price, or 14%. Microsoft is expected... | BULL | View Pitch → |
Join institutional and professional investors receiving our weekly analysis of hedge fund letters, market trends, and high-conviction ideas.
Zero Spam • High Alpha • Unsubscribe Anytime
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.