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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 | Ross GlotzbachLongleaf Partners Global Fund | Regeneron Pharma $REGN• NASDAQ | BiotechnologyBiotechnology | Longleaf Partners Global Fund - REGN Healthcare company Regeneron was a detractor in the quarter after disappointing trial results for one of its pipeline drugs. When we first... | NEUTRAL | View Pitch → |
| Sep 2, 2026 | Fund Letter | Southeastern Asset Management, Inc.Longleaf Partners Fund | Regeneron Pharma $REGN• NASDAQ | BiotechnologyBiotechnology | Longleaf Partners Fund - REGN Healthcare company Regeneron was a detractor in the quarter after disappointing trial results for one of its pipeline drugs. When we first... | NEUTRAL | View Pitch → |
| Sep 2, 2026 | Fund Letter | Josef Lakonishok, Menno Vermeulen, Puneet Mansharamani, Greg Sleight, Guy Lakonishok, Gal SkarishevskyHarbor Mid Cap Value Fund | Regeneron Pharma $REGN• NASDAQ | BiotechnologyBiotechnology | Harbor Mid Cap Value Fund - REGN We added to our position in Regeneron Pharmaceuticals, a biotech company in the Health Care sector. The stock ranks... | NEUTRAL | View Pitch → |
| Jan 16, 2026 | Fund Letter | Southeastern Asset Management, Inc.Longleaf Partners Fund | Regeneron Pharma $REGN• NASDAQ | BiotechnologyBiotechnology | Longleaf Partners Fund 2025 Q4 (REGN) Regeneron – Healthcare company Regeneron was a detractor in the first half of the year but ended up as a contributor for the quarter and full year. It did not... | BULL | View Pitch → |
| Nov 28, 2025 | Fund Letter | Southeastern Asset Management, Inc.Longleaf Partners Fund | Regeneron Pharma $REGN• NASDAQ | BiotechnologyBiotechnology | Longleaf Partners Fund 2025 Q3 (REGN) After a slow start to our holding period this year, Regeneron has found its footing and grown its value per share back to above where we started the year in our opinion. We still do... | 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.