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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 | ||
|---|---|---|---|---|---|---|---|
| Aug 21, 2026 | Fund Letter | Chris McIntyreMcIntyre Partnerships | QuidelOrthoCorp. $QDEL• NASDAQ | Health Care Equipment & SuppliesHealth Care Equipment & Supplies | McIntyre Partnerships - QDEL As I argued in the Q1 letter outlining our thesis, QDEL is essentially three different businesses operating under one corporate entity, and a division could be sold to deleverage the co | NEUTRAL | View Pitch → |
| Aug 21, 2026 | Fund Letter | Chris McIntyreMcIntyre Partnerships | QuidelOrthoCorp. $QDEL• NASDAQ | Health Care Equipment & SuppliesHealth Care Equipment & Supplies | Long QDEL (QuidelOrthoCorp.) QDEL is now the fund's largest position, and we have accumulated a full position. To cut to... | BULL | View Pitch → |
| Aug 7, 2026 | Fund Letter | Chris McIntyreMcIntyre Partnerships | QuidelOrthoCorp. $QDEL• NASDAQ | Health Care Equipment & SuppliesHealth Care Equipment & Supplies | McIntyre Partnerships – QDEL As I argued in the Q1 letter outlining our thesis, QDEL is essentially three different businesses operating under one corporate entity, and a division could be sold ... | BULL | View Pitch → |
| Jan 8, 2026 | Fund Letter | ArrowMark PartnersMeridian Contrarian Fund | QuidelOrthoCorp. $QDEL• NASDAQ | Health Care Equipment & SuppliesHealth Care Equipment & Supplies | Meridian Contrarian Fund 2025 Q2 (QDEL) QuidelOrtho Corp. is a global leader in the medical diagnostics industry. We invested in... | 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.