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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 | Stuart Pearce, Alexis DelloyeAlluvium Global Fund | Liberty Capital Corp $LBRDA• NASDAQ | Telecommunication ServicesTelecommunication Services | Long LBRDA (Liberty Broadband Corporation) The stock's performance this quarter reflected a narrowing of its discount relative to the agreed acquisition by Charter Communications. Although minor operational... | BULL | View Pitch → |
| Aug 21, 2026 | Fund Letter | Wally Weitz, CFA® & Drew WeitzWeitz Partners III Opportunity Fund | Liberty Capital Corp $LBRDA• NASDAQ | Telecommunication ServicesTelecommunication Services | Long LBRDA (Liberty Broadband Corp.) Liberty Broadband fell due to uncertainty surrounding Charter Communications' subscriber retention following the end of the Affordable Connectivity Program. The fund expects... | BULL | View Pitch → |
| Aug 21, 2026 | Fund Letter | Wally Weitz, CFA® & Drew WeitzWeitz Partners III Opportunity Fund | Liberty Capital Corp $LBRDA• NASDAQ | Telecommunication ServicesTelecommunication Services | Long LBRDA (Liberty Broadband Corp.) Liberty Broadband fell due to short-term market anxiety over Charter's broadband subscriber growth competitive pressure. The fund added... | BULL | View Pitch → |
| Jul 1, 2026 | Fund Letter | Southeastern Asset Management, Inc.Longleaf Partners Small-Cap Fund | Liberty Capital Corp $LBRDA• NASDAQ | Telecommunication ServicesTelecommunication Services | Long LBRDA (Liberty Capital Corp) Liberty Capital Corp ($LBRDA), formerly GCI Liberty, is the leading telecommunications and broadband provider in Alaska, representing 6.7% of the fund. The manager maintains... | BULL | View Pitch → |
| Dec 3, 2025 | Fund Letter | Stuart Pearce, Alexis DelloyeAlluvium Global Fund | Liberty Capital Corp $LBRDA• NASDAQ | Telecommunication ServicesTelecommunication Services | Alluvium Global Fund 2025 Q2 (LBRDA) We have discussed in prior reports that Liberty Broadband (up 15.1%) trades at a discount to its implied price under the agreed deal with Charter Communications (up 10.9%). We didn't expect... | 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.