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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 | Gary H. MillerSycamore Mid Cap Value Equity | Health Care Providers & ServicesHealth Care Providers & Services | Sycamore Mid Cap Value Equity Strategy - MOH Molina Healthcare, Inc. (MOH), a U.S. managed care organization focused on government-sponsored health plans (Medicaid, Medicare, and Marketplace), was the quarter's top contributor. Shares rallied after... | BULL | View Pitch → | |
| Aug 21, 2026 | Fund Letter | Gary H. MillerSycamore Mid Cap Value Equity | Health Care Providers & ServicesHealth Care Providers & Services | Long MOH (Molina Healthcare, Inc.) The company experienced margin compression due to higher plan utilization and retroactive Medicaid premium adjustments, leading to a quarterly loss. Although near-term guidance... | BULL | View Pitch → | |
| Aug 21, 2026 | Fund Letter | David ShermanCrossingBridge Advisors | MacGregor Pte $MOHDER• NASDAQ | IndustrialsIndustrials | Long MOHDER (MacGregor Pte) The marine equipment maker enjoys stable cash flows due to its large market share and resilient aftermarket servicing revenue. By acting as... | BULL | View Pitch → |
| Feb 3, 2026 | Substack | Substack | Health Care Providers & ServicesHealth Care Providers & Services | Molina Healthcare, Inc. (MOH) - Cassandra Unchained @michaeljburry shares a new write-up on Molina Healthcare (MOH), framing it through an “insurance-company lens” rather than a typical healthcare-services lens. He argues that... | BULL | View Pitch → | |
| Jan 23, 2026 | Fund Letter | Tim LiuMeditation Capital | Health Care Providers & ServicesHealth Care Providers & Services | Meditation Capital 2025 Q4 (MOH) Toward the end of the year we added to our health insurance investment with a purchase of Molina Healthcare, a Medicaid specialist. Molina generates approximately... | BULL | View Pitch → | |
| Jan 20, 2026 | Fund Letter | David MoonMoon Capital Management | Health Care Providers & ServicesHealth Care Providers & Services | Moon Capital Management 2025 Q4 (MOH) We recently initiated a position in Molina Healthcare (MOH), which we believe is a mispriced compounder experiencing transitory margin pressure. The stock traded... | BULL | View Pitch → | |
| Nov 28, 2025 | Fund Letter | Tony ConiarisHarris Associates Concentrated Strategy | Health Care Providers & ServicesHealth Care Providers & Services | Harris Associates Concentrated Strategy 2025 Q3 (MOH) Molina Healthcare was a detractor during the quarter. The U.S.-headquartered managed... | BEAR | 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.