Loading investment pitches...
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 | Scott O'Gorman, Andy Colyer, Daniel WhiteIthaka US Growth Strategy | Application SoftwareSoftware | Ithaka US Growth Strategy - PLTR From the front-lines of war zones to Fortune 500 enterprises, Palantir Technologies builds software to address high-level action items, respond to defense and security concerns, and improve organizational efficiency. The company offers... | NEUTRAL | View Pitch → | |
| Sep 2, 2026 | Fund Letter | Michael Clarke, Thomas TrentmanSands Capital Technology Innovators Fund | Application SoftwareSoftware | Sands Capital Technology Innovators Fund - PLTR Palantir is a data intelligence and operational AI platform that helps governments and enterprises solve complex challenges by integrating and analyzing data across functions. Our holding was... | NEUTRAL | View Pitch → | |
| Sep 2, 2026 | Fund Letter | Evan Bauman, Erica Furfaro, Aram Green, Amanda Leithe, Margaret VitranoClearBridge Investments All Cap Growth | Application SoftwareSoftware | ClearBridge Investments All Cap Growth - PLTR In IT, we added Synopsys and Palantir Technologies. Palantir is a... | NEUTRAL | View Pitch → | |
| Aug 11, 2026 | Seeking Alpha | Seeking Alpha ContributorSeeking Alpha | Application SoftwareSoftware | Palantir Technologies, Inc. Palantir Technologies reported a strong Q2 2026 with revenues soaring to $1.9 billion, nearly double from the prior year. Despite this growth,... | BEAR | View Pitch → | |
| Aug 4, 2026 | Seeking Alpha | Seeking Alpha ContributorSeeking Alpha | Application SoftwareSoftware | Palantir Technologies Inc. Palantir Technologies Inc. reported strong Q2 2026 results, significantly beating revenue and earnings estimates. The company demonstrated... | BULL | View Pitch → | |
| Aug 4, 2026 | Seeking Alpha | Seeking Alpha ContributorSeeking Alpha | Application SoftwareSoftware | Palantir Technologies Inc. Palantir Technologies has shown robust growth with a 93% revenue increase in Q2 2026, surpassing the milestone of 1,000 customers and nearly $2 billion in quarterly ... | BULL | View Pitch → | |
| Feb 25, 2026 | Fund Letter | Dr. Hendrik LeberACATIS Investment | Application SoftwareSoftware | ACATIS Investment 2024 Q4 (PLTR) The share price is driven not just by high growth rates (30-40% in the US) but also by the hopeful anticipation of large projects from the technology-friendly Trump government. Together with Anduril,... | BULL | View Pitch → | |
| Feb 25, 2026 | Fund Letter | Dr. Hendrik LeberACATIS Investment | Application SoftwareSoftware | ACATIS Investment 2025 Q4 (PLTR) Palantir, the specialist for AI-supported data analysis, was sold due to its significant dependency on US government business and the resulting political risks for international contracts as tensions between the US and the rest of the world escalate. Also, the company's... | BEAR | View Pitch → | |
| Feb 3, 2026 | Fund Letter | Hawkins EntrekinWarden Capital | Application SoftwareSoftware | Warden Capital 2025 Q4 (PLTR) Unfortunately the software firm I am short, Palantir, has surprisingly not fallen very much despite being massively more highly valued than any other software firm. Perhaps I should... | BEAR | View Pitch → | |
| Jan 9, 2026 | Fund Letter | Erica Furfaro, Margaret VitranoClearBridge Investments Large Cap Growth Strategy | Application SoftwareSoftware | ClearBridge Investments Large Cap Growth Strategy 2025 Q4 (PLTR) For example, not owning AI operating system software maker Palantir Technologies was a headwind but, at current levels, we think very aggressive future growth assumptions are already factored into the valuation. BSD Analysis: Palantir... | BEAR | View Pitch → | |
| Jan 8, 2026 | Fund Letter | Eugene NgVision Capital | Application SoftwareSoftware | Vision Capital 2025 Q2 (PLTR) Singularity to plurarity. We have increasingly... | BULL | View Pitch → | |
| Jan 8, 2026 | Fund Letter | Hawkins EntrekinWarden Capital | Application SoftwareSoftware | Warden Capital 2025 Q2 (PLTR) The reason I hedge here is that Palantir itself is very broad and vague as to what it actually does, but the above is my understanding from ground level research. What is interesting... | BEAR | View Pitch → | |
| Dec 4, 2025 | Fund Letter | Brian Angerame, Jeffrey Bailin, Aram Green, Matthew LillingClearBridge Mid Cap Growth Strategy | Application SoftwareSoftware | ClearBridge Investments Mid Cap Growth Strategy 2025 Q2 (PLTR) Palantir, which has been a highly controversial stock due to excessive valuation and strong retail participation, rose 55% during the quarter, driven by the AI and growth-led rally and heightened attention to security. This proved a... | BULL | View Pitch → | |
| Dec 4, 2025 | Fund Letter | Evan Bauman, Erica Furfaro, Aram Green, Amanda Leithe, Margaret VitranoClearBridge Investments All Cap Growth | Application SoftwareSoftware | ClearBridge Investments All Cap Growth 2025 Q2 (PLTR) In IT, we added Synopsys and Palantir Technologies. Synopsys is a... | BULL | View Pitch → | |
| Dec 4, 2025 | Fund Letter | Eric Mintz, Christopher Sassouni, David CavanaughCarillon Eagle Mid Cap Growth Fund | Application SoftwareSoftware | Carillon Eagle Mid Cap Growth Fund 2025 Q2 (PLTR) Palantir Technologies, a leader in artificial intelligence (AI) software and services to governmental organizations, reported robust results and provided a strong outlook, as both the U.S. military and NATO purchased large contracts. Palantir also has... | BULL | View Pitch → | |
| Dec 3, 2025 | Fund Letter | Amy ZhangAlger Mid Cap Focus Fund | Application SoftwareSoftware | Alger Mid Cap Focus Fund 2025 Q2 (PLTR) Palantir Technologies is a leading provider of data analytics software designed to integrate and analyze large, complex datasets for government agencies and commercial enterprises globally. Its platforms, such... | BULL | View Pitch → |
Join institutional and professional investors receiving our weekly analysis of hedge fund letters, market trends, and high-conviction ideas.
Zero Spam • High Alpha • Unsubscribe Anytime
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.