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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 | Cooper Investors Pty LimitedCooper Investors Global Equities Fund (Unhedged) | Movies & EntertainmentEntertainment | Cooper Investors Global Equities Fund (Unhedged) 2025 Q4 (TKO) TKO Holdings (TKO) is the owner and operator of the two leading combat sports content assets – the UFC and WWE. We have been... | BULL | View Pitch → | |
| Dec 6, 2025 | Fund Letter | Steve JohnsonForager International Shares Fund | Movies & EntertainmentEntertainment | Forager International Shares Fund 2025 Q2 (TKO) TKO Group (NYSE:TKO) and APi Group (NYSE:APG) added 1.2% and 1.1%, respectively. TKO, the parent... | BULL | View Pitch → | |
| Dec 4, 2025 | Fund Letter | Cooper Investors Pty LimitedCooper Investors Global Equities Fund (Unhedged) | Movies & EntertainmentEntertainment | Cooper Investors Global Equities Fund (Unhedged) 2025 Q2 (TKO) TKO Holdings (TKO) is the owner and operator of the two leading combat sports content assets – the UFC and WWE. We wrote about... | BULL | View Pitch → | |
| Nov 28, 2025 | Fund Letter | Cooper Investors Pty LimitedCooper Investors Global Equities Fund (Unhedged) | Movies & EntertainmentEntertainment | Cooper Investors Global Equities Fund (Unhedged) 2025 Q3 (TKO) TKO renewed U.S. UFC rights with Paramount+ on a 7-year, $7.7B deal—more than double the prior ESPN economics—and expands reach via streaming and CBS simulcasts. Greater exposure should... | 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.