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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 | Jack Beiro | PayPal Holdings, Inc. $PYPL• NASDAQ | Consumer FinanceConsumer Finance | JB Global Capital - PYPL I initiated PayPal at $39.84 per share in February. I bought PayPal... | BULL | View Pitch → |
| Aug 21, 2026 | Substack | Jack Beiro | PayPal Holdings, Inc. $PYPL• NASDAQ | Consumer FinanceConsumer Finance | Long PYPL (PayPal Holdings, Inc.) We initiated a significant position in PayPal at $39.84 per share. | BULL | View Pitch → |
| Aug 21, 2026 | Fund Letter | Eugene NgVision Capital | PayPal Holdings, Inc. $PYPL• NASDAQ | Consumer FinanceConsumer Finance | Long PYPL (PayPal Holdings, Inc.) We exited our entire PayPal (PYPL) position (1.1%). This was our... | BULL | View Pitch → |
| Aug 21, 2026 | Fund Letter | ArrowMark Colorado Holdings, LLCMeridian Growth Fund | PayPal Holdings, Inc. $PYPL• NASDAQ | Consumer FinanceConsumer Finance | Long PYPL (PayPal Holdings, Inc.) PayPal, Inc. operates a two-sided digital payments network, offering consumer digital wallets and merchant checkout solutions. | BULL | View Pitch → |
| Aug 21, 2026 | Fund Letter | Greenlight Capital, Inc.Greenlight Capital | PayPal Holdings, Inc. $PYPL• NASDAQ | Consumer FinanceConsumer Finance | Greenlight Capital - PYPL PayPal Holdings (PYPL) is a consumer-facing payments platform with over 400 million active customers around the world. | NEUTRAL | View Pitch → |
| Aug 19, 2026 | Fund Letter | Greenlight Capital, Inc.Greenlight Capital | PayPal Holdings, Inc. $PYPL• NASDAQ | Consumer FinanceConsumer Finance | Greenlight Capital – PYPL PayPal Holdings (PYPL) is a consumer-facing payments platform with over 400 million active customers around the world. PYPL has long... | BULL | View Pitch → |
| Aug 7, 2026 | Other | JB Global Capital | PayPal Holdings, Inc. $PYPL• NASDAQ | Consumer FinanceConsumer Finance | JB Global Capital – PYPL I initiated PayPal at $39.84 per share in February, publishing my thesis in PayPal: Heads I Win, Tails I Don't Lose Much, available in full to paid subscribers... | BULL | View Pitch → |
| Jan 28, 2026 | Fund Letter | Vivian Y. Chen, CFAMarram Investment Management | PayPal Holdings, Inc. $PYPL• NASDAQ | Consumer FinanceConsumer Finance | Marram Investment Management 2025 Q4 (PYPL) PayPal (PYPL), over the past 3 years: Revenue per share increased +42%, or +12% annualized. Free Cash Flow... | BULL | View Pitch → |
| Jan 23, 2026 | Fund Letter | Sam Peters, Reed Cassady, Jean YuClearBridge Investment Value Strategy | PayPal Holdings, Inc. $PYPL• NASDAQ | Consumer FinanceConsumer Finance | ClearBridge Investment Value Strategy 2025 Q4 (PYPL) We also exited our position in payments company PayPal. While we had... | BULL | View Pitch → |
| Jan 20, 2026 | Fund Letter | David A. Rolfe, Michael X. Quigley, Christopher T. JersanWedgewood Partners | PayPal Holdings, Inc. $PYPL• NASDAQ | Consumer FinanceConsumer Finance | Wedgewood Partners 2025 Q4 (PYPL) PayPal Holdings detracted from performance during the quarter. The Company reported... | BULL | View Pitch → |
| Jan 16, 2026 | Fund Letter | Southeastern Asset Management, Inc.Longleaf Partners Fund | PayPal Holdings, Inc. $PYPL• NASDAQ | Consumer FinanceConsumer Finance | Longleaf Partners Fund 2025 Q4 (PYPL) PayPal – Digital payments platform PayPal was a detractor in 2025. While the company... | BULL | View Pitch → |
| Jan 8, 2026 | Fund Letter | Jason GilbertRGA Investment Advisors LLC | PayPal Holdings, Inc. $PYPL• NASDAQ | Consumer FinanceConsumer Finance | RGA Investment Advisors 2025 Q2 (PYPL) Although fundamentals looked attractive—we would otherwise be buyers—the exit was driven by a thesis-violation around security. A sophisticated AI... | BULL | View Pitch → |
| Nov 28, 2025 | Fund Letter | Vivian Y. Chen, CFAMarram Investment Management | PayPal Holdings, Inc. $PYPL• NASDAQ | Consumer FinanceConsumer Finance | Marram Investment Management 2025 Q3 (PYPL) Our Payments Technology basket is composed of businesses with exceptional long-term upside potential. These are enduring... | 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.