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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 | Emerald Wealth Partners Focused Equity Strategy | Tencent Holdings Limited $TCEHY• NASDAQ | Interactive Media & ServicesInteractive Media & Services | Long TCEHY (Tencent) Tencent remains one of the world's premier technology franchises, anchored by the massive network effects and behavioral data of WeChat. The market's preoccupation... | BULL | View Pitch → |
| Aug 21, 2026 | Fund Letter | Brian McMahonThornburg Global Opportunities Fund | Tencent Holdings Limited $TCEHY• NASDAQ | Interactive Media & ServicesInteractive Media & Services | Thornburg Global Opportunities Fund - TCEHY Tencent Holdings Ltd. is the eighteenth largest holding. E-commerce and digital... | NEUTRAL | View Pitch → |
| Feb 20, 2026 | Fund Letter | Javier Ruiz, CFAHoros Asset Management | Tencent Holdings Limited $TCEHY• NASDAQ | Interactive Media & ServicesInteractive Media & Services | Horos Asset Management 2025 Q4 (TCEHY) In the case of Naspers, our investment has gone through two periods of significant challenges during the years we have held the company. The first took... | BULL | View Pitch → |
| Feb 3, 2026 | Fund Letter | Antipodes Partners LimitedAntipodes Global Fund | Tencent Holdings Limited $TCEHY• NASDAQ | Interactive Media & ServicesInteractive Media & Services | Antipodes Global Fund 2025 Q4 (TCEHY) Tencent underperformed relative to broader markets as China tech sentiment softened amid liquidity tightening and profit-taking after strong calendar year performance. Selling pressure in... | BULL | View Pitch → |
| Jan 28, 2026 | Fund Letter | Emerald Wealth Partners Growth Equity Strategy | Tencent Holdings Limited $TCEHY• NASDAQ | Interactive Media & ServicesInteractive Media & Services | Emerald Wealth Partners - Growth Equity Strategy 2025 Q4 (TCEHY) Following an extended and in-depth research effort and a field trip to China, we re-introduced an initial position in Tencent. The regulatory environment... | BULL | View Pitch → |
| Jan 27, 2026 | Fund Letter | Jeremy DealJDP Capital | Tencent Holdings Limited $TCEHY• NASDAQ | Interactive Media & ServicesInteractive Media & Services | JDP Capital 2025 Q3 (TCEHY) Tencent participated in the sharp rebound across Chinese technology leaders as investor sentiment improved and earnings power reasserted itself. The company benefits... | BULL | View Pitch → |
| Jan 9, 2026 | Fund Letter | Andrew MackenMontaka Global Investments | Tencent Holdings Limited $TCEHY• NASDAQ | Interactive Media & ServicesInteractive Media & Services | Montaka Global Investments 2025 Q3 (TCEHY) AI Strengthens Flywheels. Over recent years,... | 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.