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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 | Matthew SweeneyLaughing Water Capital | Liquidia Corp. $LQDA• NASDAQ | PharmaceuticalsPharmaceuticals | Laughing Water Capital - LQDA Liquidia makes YUTREPIA, a drug that launched one year ago to treat Pulmonary Arterial Hypertension (PAH) and Pulmonary Hypertension Interstitial Lung Diseases (PH-ILD). The launch has... | NEUTRAL | View Pitch → |
| Sep 2, 2026 | Fund Letter | Zack BuckleyBuckley Capital | Liquidia Corp. $LQDA• NASDAQ | PharmaceuticalsPharmaceuticals | Buckley Capital - LQDA Liquidia continues to be the gift that keeps on giving. At our average... | BULL | View Pitch → |
| Aug 21, 2026 | Fund Letter | Steven KielArquitos Capital Management | Liquidia Corp. $LQDA• NASDAQ | PharmaceuticalsPharmaceuticals | Long LQDA (Liquidia Corporation) Liquidia was the fund's largest contributor in 2025. The fund holds... | BULL | View Pitch → |
| Aug 21, 2026 | Fund Letter | Steven KielArquitos Capital Management | Liquidia Corp. $LQDA• NASDAQ | PharmaceuticalsPharmaceuticals | Long LQDA (Liquidia Corporation) Liquidia represents the manager's highest-conviction holding, with substantial upside driven by the successful launch of its Yutrepia product. Even under various... | BULL | View Pitch → |
| Aug 21, 2026 | Fund Letter | Steven KielArquitos Capital Management | Liquidia Corp. $LQDA• NASDAQ | PharmaceuticalsPharmaceuticals | Arquitos Capital Management - LQDA Liquidia's commercial launch of Yutrepia has been highly successful, driving strong revenue growth. While the upcoming... | NEUTRAL | View Pitch → |
| Jan 29, 2026 | Fund Letter | Zack BuckleyBuckley Capital | Liquidia Corp. $LQDA• NASDAQ | PharmaceuticalsPharmaceuticals | Buckley Capital 2025 Q4 (LQDA) Liquidia recently pre-announced very strong results and is on track for $600–700m in sales this year. The primary overhang... | BULL | View Pitch → |
| Jan 27, 2026 | Fund Letter | Matthew SweeneyLaughing Water Capital | Liquidia Corp. $LQDA• NASDAQ | PharmaceuticalsPharmaceuticals | Laughing Water Capital 2025 Q4 (LQDA) Liquidia was first introduced anonymously in the YE'24 letter to LPs. At the time,... | BULL | View Pitch → |
| Dec 3, 2025 | Fund Letter | Steven KielArquitos Capital Management | Liquidia Corp. $LQDA• NASDAQ | PharmaceuticalsPharmaceuticals | Arquitos Capital Management 2025 Q2 (LQDA) Liquidia has navigated a complex landscape for years, marked by patent disputes and FDA approval delays for their flagship drug, Yutrepia. Today, everything is... | BULL | View Pitch → |
| Nov 28, 2025 | Fund Letter | Steven KielArquitos Capital Management | Liquidia Corp. $LQDA• NASDAQ | PharmaceuticalsPharmaceuticals | Arquitos Capital Management 2025 Q3 (LQDA) Liquidia's share price rose to $22.74 at the end of the third quarter, up from $11.76 at the start of the year. Our exposure is... | 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.