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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 | Haruki Toyama, Andy Romanowich, Rich EisingerMadison Mid Cap Fund | Telecommunication ServicesTelecommunication Services | Madison Mid Cap Fund - LBRDK We sold shares in Liberty Broadband (LBRDK), which derives nearly all its value from its ownership position in Charter Communications. A more mature... | NEUTRAL | View Pitch → | |
| Sep 2, 2026 | Fund Letter | Stuart Pearce, Alexis DelloyeAlluvium Global Fund | Telecommunication ServicesTelecommunication Services | Alluvium Global Fund - LBRDK Charter Communications and its tracking stock Liberty Broadband fell 34.1% and 33.7% following the release of Charter's results in April. It seems the... | NEUTRAL | View Pitch → | |
| Jan 28, 2026 | Fund Letter | Tony ConiarisHarris Associates Concentrated Strategy | Telecommunication ServicesTelecommunication Services | Harris Associates Concentrated Strategy 2025 Q4 (LBRDK) Liberty Broadband was a detractor during the quarter. The U.S.-headquartered cable... | BULL | View Pitch → | |
| Nov 28, 2025 | Fund Letter | ArrowMark Colorado Holdings LLCMeridian Hedged Equity Fund | Telecommunication ServicesTelecommunication Services | Meridian Hedged Equity Fund 2025 Q3 (LBRDK) Liberty Broadband Corp. is a holding company with a 26% ownership stake in cable operator Charter Communications and full ownership of GCI, a broadband and wireless provider in Alaska. The investment case... | 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.