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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 | Spyglass Capital | Movies & EntertainmentEntertainment | Long RBLX (Roblox Corporation) The online gaming and creation platform is a newly initiated position that has fallen over 50% from its peak due to transitory factors. The company possesses... | BULL | View Pitch → | |
| Jan 23, 2026 | Fund Letter | Matt Kamm, Jason White, Jim Hamel, Angela Wu, Jay WarnerArtisan Mid Cap Fund | Movies & EntertainmentEntertainment | Artisan Mid Cap Fund 2025 Q4 (RBLX) ROBLOX is a leading user-generated content platform with strong global growth and operating leverage, supported by AI-driven innovation and infrastructure advantages. The company delivered... | BULL | View Pitch → | |
| Jan 20, 2026 | Fund Letter | Eric Mintz, Christopher Sassouni, David CavanaughCarillon Eagle Mid Cap Growth Fund | Movies & EntertainmentEntertainment | Carillon Eagle Mid Cap Growth Fund 2025 Q4 (RBLX) Roblox is an online game platform, primarily for kids and teens, with a large global base of daily users. Shares retreated as... | BULL | View Pitch → | |
| Nov 28, 2025 | Fund Letter | Michael Clarke, Thomas TrentmanSands Capital Technology Innovators Fund | Movies & EntertainmentEntertainment | Sands Capital Technology Innovators Fund 2025 Q3 (RBLX) Roblox posted 51% bookings growth and 41% DAU growth, driven by the viral hit “Grow a Garden,” which reached 20 million concurrent users. Sands sees this... | BULL | View Pitch → | |
| Nov 28, 2025 | Fund Letter | Brian Angerame, Jeffrey Bailin, Aram Green, Matthew LillingClearBridge Mid Cap Growth Strategy | Movies & EntertainmentEntertainment | ClearBridge Mid Cap Growth Strategy 2025 Q3 (RBLX) We added communication services company Roblox, the leading user-generated gaming platform. Roblox is experiencing... | 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.