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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 | Matthew FineThird Avenue Value Fund | Tidewater Inc. $TDW• NYSE | Energy Equipment & ServicesEnergy Equipment & Services | Third Avenue Value Fund - TDW However, on the more frustrating end of the performance ledger were Tidewater, Valaris, Harbour Energy, BMW and Jardine Cycle & Carriage. Although, it should... | BULL | View Pitch → |
| Sep 2, 2026 | Fund Letter | Old West Investment Management, LLC | Tidewater Inc. $TDW• NYSE | Energy Equipment & ServicesEnergy Equipment & Services | Old West Investment Management - TDW Tidewater has the largest fleet of offshore support vessels in the industry and is the oldest and most experienced provider of marine support services to the offshore oil and gas sector, operating across more than 60 countries. Tidewater was a... | BULL | View Pitch → |
| Aug 21, 2026 | Fund Letter | Tidewater Inc. $TDW• NYSE | Energy Equipment & ServicesEnergy Equipment & Services | Long TDW (Tidewater Inc.) Tidewater operates in the highly consolidated offshore energy services sector, which is benefiting from a tight supply-demand balance and strong pricing power. Although the manager... | BULL | View Pitch → | |
| Aug 21, 2026 | Fund Letter | Harris "Kuppy" KuppermanPraetorian Capital Management | Tidewater Inc. $TDW• NYSE | Energy Equipment & ServicesEnergy Equipment & Services | Long TDW (Tidewater) We own a collection of offshore services companies (drillships, jack-ups and OSVs), in the belief that offshore spending will increase in the future as a percentage of overall oilfield spending. | BULL | View Pitch → |
| Aug 21, 2026 | Fund Letter | Harris "Kuppy" KuppermanPraetorian Capital Management | Tidewater Inc. $TDW• NYSE | Energy Equipment & ServicesEnergy Equipment & Services | Short TDW (Tidewater) In 2020 when oil traded below zero, drilling activity ground to a halt and many energy service providers declared bankruptcy. | BEAR | View Pitch → |
| Aug 21, 2026 | Fund Letter | Harris "Kuppy" KuppermanPraetorian Capital Management | Tidewater Inc. $TDW• NYSE | Energy Equipment & ServicesEnergy Equipment & Services | Long TDW (Tidewater) Let's look briefly at Tidewater (TDW – USA), a position that we started buying in January of 2022 at a price of around $12. The shares ended... | BULL | View Pitch → |
| Aug 21, 2026 | Fund Letter | Adam SchwartzBlack Bear Value Partners | Tidewater Inc. $TDW• NYSE | Energy Equipment & ServicesEnergy Equipment & Services | Long TDW (Tidewater) TDW declined approximately 20% during the second quarter but remains up roughly 32% year-to-date. | BULL | View Pitch → |
| Aug 6, 2026 | Fund Letter | Adam SchwartzBlack Bear Value Partners | Tidewater Inc. $TDW• NYSE | Energy Equipment & ServicesEnergy Equipment & Services | Black Bear Value Partners - TDW TDW declined approximately 20% during the second quarter but remains up roughly 32% year-to-date. Tidewater is the... | NEUTRAL | View Pitch → |
| Feb 20, 2026 | Fund Letter | Tidewater Inc. $TDW• NYSE | Energy Equipment & ServicesEnergy Equipment & Services | Robotti Value Investors 2025 Q4 (TDW) In recent years, we experienced this firsthand during the rapid repricing in the offshore energy sector, when stocks such as Tidewater moved from deeply discounted levels to reflecting a large portion of expected earnings growth in a matter of months. The rapidity of... | BEAR | View Pitch → | |
| Feb 20, 2026 | Fund Letter | Adam SchwartzBlack Bear Value Partners | Tidewater Inc. $TDW• NYSE | Energy Equipment & ServicesEnergy Equipment & Services | Black Bear Value Partners 2025 Q4 (TDW) Tidewater (TDW) is a marine services firm that operates one of the world's largest fleets of offshore support vessels (OSV's). They serve the... | BULL | View Pitch → |
| Jan 8, 2026 | Fund Letter | Amit WadhwaneyMoerus Capital Management LLC | Tidewater Inc. $TDW• NYSE | Energy Equipment & ServicesEnergy Equipment & Services | Moerus Capital Management 2025 Q2 (TDW) One of them, Offshore Energy Services provider Tidewater, was a long-tenured, lucrative investment for the Fund that we had sold in the First Half of 2024, as detailed in our June 2024 Semi-Annual Letter. As we explained... | BULL | View Pitch → |
| Nov 28, 2025 | Fund Letter | Adam SchwartzBlack Bear Value Partners | Tidewater Inc. $TDW• NYSE | Energy Equipment & ServicesEnergy Equipment & Services | Black Bear Value Partners 2025 Q3 (TDW) Tidewater is a marine services firm that operates one of the world's largest fleets of offshore support vessels (OSVs). They serve 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.