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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 | Adam Calamar, Kurt Havnaer, Tyra PrattJensen Investment | Hologic, Inc. $HOLX• NASDAQ | -- | Short HOLX (Hologic, Inc.) The manager liquidated HOLX, a women's healthcare medical technology firm. The exit was... | BEAR | View Pitch → |
| Feb 25, 2026 | Fund Letter | Dr. Hendrik LeberACATIS Investment | Hologic, Inc. $HOLX• NASDAQ | -- | ACATIS Investment 2025 Q3 (HOLX) The company continues to face challenges in the form of geopolitical uncertainties (e.g. higher US tariffs) as well as overall weaker global demand, particularly in China and South Korea. As a result,... | BULL | View Pitch → |
| Feb 20, 2026 | Fund Letter | Mario J. Gabelli, CFA, Willis BruckerThe Gabelli ABC Fund | Hologic, Inc. $HOLX• NASDAQ | -- | The Gabelli ABC Fund 2025 Q4 (HOLX) Hologic Inc. (3.3%) is a manufacturer of medical imaging systems and diagnostic products focused on women's health. Hologic agreed to... | BULL | View Pitch → |
| Jan 8, 2026 | Fund Letter | Harry Burn, III; John P. DeGulis; T. Gibbs Kane, Jr.The Sound Shore Fund | Hologic, Inc. $HOLX• NASDAQ | -- | The Sound Shore Fund 2025 Q2 (HOLX) Similarly, we added to Hologic, Inc., a medical technology supplier primarily focused on diagnostics and improving women's health. Rumors of a... | 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.