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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 | ||
|---|---|---|---|---|---|---|---|
| Oct 13, 2026 | Fund Letter | Southeastern Asset Management, Inc.Longleaf Partners Small-Cap Fund | Telecommunication ServicesTelecommunication Services | Long LBRDA (Liberty Broadband Corporation (Liberty Capital)) Liberty Capital - Alaskan cable company Liberty Capital was a contributor in the quarter. The company reported... | BULL | View Pitch → | |
| Oct 9, 2026 | Fund Letter | FPA Crescent Portfolio ManagersFPA Crescent Fund | Telecommunication ServicesTelecommunication Services | Long LBRDA (Liberty Broadband Corporation) Charter Communications and Liberty Broadband detracted from performance amid continued competitive pressure within the U.S. broadband market. Charter has faced... | BULL | View Pitch → | |
| Aug 21, 2026 | Fund Letter | Stuart Pearce, Alexis DelloyeAlluvium Global Fund | Telecommunication ServicesTelecommunication Services | Long LBRDA (Liberty Broadband Corporation) We discussed in our last report that we saw no reason for Liberty Broadband (up 14.3%) to trade at a discount to its implied price under the agreed deal with Charter Communications (up 7.5%) - particularly noting that one of Liberty's businesses, GCI, is not included in that deal. The returns this... | BULL | View Pitch → | |
| Aug 21, 2026 | Fund Letter | Wally Weitz, CFA® & Drew WeitzWeitz Partners III Opportunity Fund | Telecommunication ServicesTelecommunication Services | Long LBRDA (Liberty Broadband Corp.) Liberty Broadband Corp. (LBRDA) (26% owner of Charter Communications) was the Fund's top year-to-date detractor. Shares of Charter... | BULL | View Pitch → | |
| Aug 21, 2026 | Fund Letter | Wally Weitz, CFA® & Drew WeitzWeitz Partners III Opportunity Fund | Telecommunication ServicesTelecommunication Services | Long LBRDA (Liberty Broadband Corp.) Liberty Broadband Corp. (LBRDA), a holding company owning 31% of Charter Communications, Inc. (CHTR), joins CoreCard as a top detractor for the quarter. Shares slumped as... | BULL | View Pitch → | |
| Jul 1, 2026 | Fund Letter | Southeastern Asset Management, Inc.Longleaf Partners Small-Cap Fund | Telecommunication ServicesTelecommunication Services | Long LBRDA (Liberty Capital Corp) Liberty Capital Corp – Alaskan cable company GCI Liberty was a detractor during the quarter. The company has... | BULL | View Pitch → | |
| Dec 3, 2025 | Fund Letter | Stuart Pearce, Alexis DelloyeAlluvium Global Fund | 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.