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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 | Ariel Investments, LLCAriel Global Fund | Electric UtilitiesElectric Utilities | Ariel Global Fund - PPL We added PPL Corporation, a utility with an improving regulatory backdrop and a clear path to steady, visible earnings growth. Recent rate case... | NEUTRAL | View Pitch → | |
| Sep 2, 2026 | Fund Letter | Yoav ZelikovicZelikovic Investments | -- | Zelikovic Investments - PPLI We also hold InterActiveCorp (IAC) in the tech sector (which recently changed its name and ticker to People Incorporated (PPLI)) controlled by the famous investor Barry Diller. Its stock value... | NEUTRAL | View Pitch → | |
| Nov 28, 2025 | Fund Letter | Adam FacklerMiller Howard Investments Infrastructure | Electric UtilitiesElectric Utilities | Miller Howard Investments Infrastructure 2025 Q3 (PPL) PPL Corp: Announced a joint venture with Blackstone to build, own, and operate natural gas generation assets for data centers under long-term contracts in the PJM Interconnection (a regional transmission organization). BSD Analysis: PPL... | 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.