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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 | ||
|---|---|---|---|---|---|---|---|
| Nov 2, 2026 | Fund Letter | William A. AckmanPershing Square Holdings | S&P Global Inc. $SPGI• NASDAQ | Investment Banking & BrokerageCapital Markets | Long SPGI (S&P Global Inc.) SPGI's share price increased 3% during the third quarter and is down 1% year-to-date from our average cost as strong performance in S&P Global's high-quality benchmark businesses has been overshadowed by concerns around the impact of AI on Market Intelligence and higher interest rates on Ratings growth. We continue to... | BULL | View Pitch → |
| Oct 29, 2026 | Fund Letter | Hrishikesh GuptaSGA - Global Growth | S&P Global Inc. $SPGI• NASDAQ | Investment Banking & BrokerageCapital Markets | Short SPGI (S&P Global Inc.) We liquidated our position in S&P Global during the quarter. Growth expectations for... | BEAR | View Pitch → |
| Oct 8, 2026 | Fund Letter | Jay WinthropDouglass Winthrop | S&P Global Inc. $SPGI• NASDAQ | Investment Banking & BrokerageCapital Markets | Long SPGI (S&P Global Inc.) S&P Global, best known for its credit ratings and the S&P 500 index, also sells financial data to Wall Street. Investors worry that... | BULL | View Pitch → |
| Sep 2, 2026 | Fund Letter | Daniel ShvartsmanMiddle Coast Investing | S&P Global Inc. $SPGI• NASDAQ | Investment Banking & BrokerageCapital Markets | Middle Coast Investing - SPGI S&P Global is the company behind the S&P 500 and Dow Jones Industrial Indices and is also a major ratings agency. Together those are... | NEUTRAL | View Pitch → |
| Sep 2, 2026 | Fund Letter | Jay WinthropDouglass Winthrop | S&P Global Inc. $SPGI• NASDAQ | Investment Banking & BrokerageCapital Markets | Douglass Winthrop - SPGI One stark example in our portfolio is S&P Global, which exists to be the independent referee that was absent from the SpaceX/xAI transaction. S&P Global is... | NEUTRAL | View Pitch → |
| Sep 2, 2026 | Fund Letter | William A. AckmanPershing Square Holdings | S&P Global Inc. $SPGI• NASDAQ | Investment Banking & BrokerageCapital Markets | Pershing Square Holdings - SPGI Earlier this year, we initiated a position in S&P Global, a business we have admired for decades and previously owned in 2017. S&P Global provides... | NEUTRAL | View Pitch → |
| Aug 21, 2026 | Fund Letter | Stephen E. GrantValue Line Asset Allocation Fund | S&P Global Inc. $SPGI• NASDAQ | Investment Banking & BrokerageCapital Markets | Long SPGI (S&P Global Inc.) In the Financials sector, holdings including Intercontinental Exchange Inc. (ICE), Marsh & McLennan Companies Inc. (MMC), RLI Corp. (RLI), and S&P Global Inc. (SPGI) also detracted from performance. | BULL | View Pitch → |
| Feb 20, 2026 | Fund Letter | Josh SaltmanBaron FinTech Fund | S&P Global Inc. $SPGI• NASDAQ | Investment Banking & BrokerageCapital Markets | Baron FinTech Fund 2025 Q4 (SPGI) Leading rating agency and data provider S&P Global Inc. contributed to performance. Shares rebounded from... | 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.