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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 | ||
|---|---|---|---|---|---|---|---|
| Sep 2, 2026 | Fund Letter | Southeastern Asset Management, Inc.Longleaf Partners Fund | Interactive Media & ServicesInteractive Media & Services | Longleaf Partners Fund - IAC The related group of digital and print publisher People Inc. and hospitality and entertainment company MGM Resorts both contributed positively during the quarter. The main piece... | NEUTRAL | View Pitch → | |
| Aug 21, 2026 | Fund Letter | Yoav ZelikovicZelikovic Investments | Interactive Media & ServicesInteractive Media & Services | Long IAC (IAC Inc.) Despite recent stock declines, this technology holding company has historically beaten the benchmark over nearly three decades. The manager continues... | BULL | View Pitch → | |
| Aug 21, 2026 | Fund Letter | Steve ScruggsFPA Queens Road Small Cap Value Fund | Interactive Media & ServicesInteractive Media & Services | Long IAC (IAC Inc.) IAC is a digital holding company with a successful track record of incubating assets and executing tax-free spinoffs. Its underlying sum-of-the-parts... | BULL | View Pitch → | |
| Jan 16, 2026 | Fund Letter | Ross GlotzbachLongleaf Partners Global Fund | Interactive Media & ServicesInteractive Media & Services | Longleaf Partners Global Fund 2025 Q4 (IAC) IAC – Digital holding company IAC has signaled its plans to dispose of all assets besides People Inc. and an approximate 25% stake in MGM. Chairman Barry Diller... | BULL | View Pitch → | |
| Jan 16, 2026 | Fund Letter | Southeastern Asset Management, Inc.Longleaf Partners Fund | Interactive Media & ServicesInteractive Media & Services | Longleaf Partners Fund 2025 Q4 (IAC) IAC – Digital holding company IAC has signaled its plans to dispose of all assets besides People Inc. and an approximate 25% stake in MGM. Chairman Barry Diller... | BULL | View Pitch → | |
| Jan 8, 2026 | Fund Letter | Christina Siegel MalbonPatient Capital Management | Interactive Media & ServicesInteractive Media & Services | Patient Capital Management 2025 Q2 (IAC) IAC trades at a significant discount to the businesses it owns. Its stake in... | BULL | View Pitch → | |
| Nov 28, 2025 | Fund Letter | Southeastern Asset Management, Inc.Longleaf Partners Fund | Interactive Media & ServicesInteractive Media & Services | Longleaf Partners Fund 2025 Q3 (IAC) Both companies have two of our lowest P/V ratios well under 50%. IAC's spin-off of... | 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.