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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 | ||
|---|---|---|---|---|---|---|---|
| Feb 20, 2026 | Fund Letter | Patrick O'BrienJackson Peak Capital LLC | EchoStar Corporation $SATS• NASDAQ | Telecommunication ServicesTelecommunication Services | Jackson Peak Capital 2025 Q4 (SATS) When it was announced in December that SpaceX was evaluating an IPO in 2026 and its latest valuation was $800 billion, we initiated a position in SATS as the price had not reflected this news yet, trading at a large discount to NAV. We continue to... | BULL | View Pitch → |
| Jan 27, 2026 | Fund Letter | Waystone Management Company (IE) LimitedContrarius Global Equity Fund | EchoStar Corporation $SATS• NASDAQ | Telecommunication ServicesTelecommunication Services | Contrarius Global Equity Fund 2025 Q4 (SATS) The market has a habit of presenting surprising opportunities. One such opportunity... | BULL | View Pitch → |
| Jan 16, 2026 | Fund Letter | Scott Goodwin and Jonathan LewinsohnDiameter Capital Partners | EchoStar Corporation $SATS• NASDAQ | Telecommunication ServicesTelecommunication Services | Diameter Capital Partners 2025 Q4 (SATS) Our AI-fueled investment in the equity and debt securities of EchoStar was our best performer for the second straight quarter. We gave the... | 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.