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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 | Josh SaltmanBaron FinTech Fund | BanksBanks | Baron FinTech Fund - JPM JPMorgan Chase & Co. is a top 10 holding representing 3.8% of net assets. We initiated a... | NEUTRAL | View Pitch → | |
| Aug 21, 2026 | Fund Letter | Christian OlesenOlesen Value Fund | BanksBanks | Long JPM (JPMorgan Chase & Co.) JPMorgan was purchased during a temporary risk-management controversy that drove the stock out of favor despite its strong underlying fundamentals. The manager recognized... | BULL | View Pitch → | |
| Aug 21, 2026 | Fund Letter | Christian OlesenOlesen Value Fund | BanksBanks | Long JPM (JPMorgan Chase & Co. (TARP Warrants)) Bought JPMorgan TARP warrants when the stock fell out of favor following the high-profile 'London Whale' trading loss fiasco in 2012. The manager recognized... | BULL | View Pitch → | |
| Feb 25, 2026 | Fund Letter | Rick RyskalczykSandhill Investment Management | BanksBanks | Sandhill Investment Management 2024 Q4 (JPM) P. Morgan is the... | BULL | View Pitch → | |
| Feb 20, 2026 | Fund Letter | Freddie LaitLatitude Global Fund | BanksBanks | Latitude Global Fund 2025 Q4 (JPM) JP Morgan continues to widen its moat versus the competition through unparalleled investment in technology. Investment-related technology spending... | BULL | View Pitch → | |
| Feb 20, 2026 | Fund Letter | James Cullen | BanksBanks | Cullen Enhanced Equity Income Fund 2025 Q4 (JPM) JPMorgan Chase (JPM) was sold in the quarter. JPMorgan has been... | BULL | View Pitch → | |
| Jan 27, 2026 | Fund Letter | Christian OlesenOlesen Value Fund | BanksBanks | Olesen Value Fund 2025 Q4 (JPM) Generally well run, growing bank with relatively good performance during 2008-2009 financial crisis, earning 14.6% return on tangible common equity as of early 2012. The stock was... | BULL | View Pitch → | |
| Jan 8, 2026 | Fund Letter | Christian OlesenOlesen Value Fund | BanksBanks | Olesen Value Fund 2025 Q2 (JPM) Generally well run, growing bank with relatively good performance during 2008-2009 financial crisis, earning 14.6% return on tangible common equity as of early 2012. The stock was... | BULL | View Pitch → | |
| Jan 8, 2026 | Fund Letter | Maya Bittar, Dave GeislerMadison Sustainable Equity Fund | BanksBanks | Madison Sustainable Equity Fund 2025 Q2 (JPM) JPMorgan shares rallied due to strong first-quarter results, an impressive analyst day update, and discussions around reducing banking regulations. Debit and credit... | BULL | View Pitch → | |
| Nov 28, 2025 | Fund Letter | Chuck LiebermanAdvisors Capital | BanksBanks | Advisors Capital 2025 Q3 (JPM) JPMorgan's CEO highlighted measurable productivity gains from in-house AI deployments, noting cost savings exceeding setup investments. The fund sees... | 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.