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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 | Masayoshi SonSoftBank Group | T-Mobile US, Inc. $TMUS• NASDAQ | Telecommunication ServicesTelecommunication Services | SoftBank Group - TMUS SBG sold a portion of its T-Mobile shares. An investment loss... | NEUTRAL | View Pitch → |
| Sep 2, 2026 | Fund Letter | Sergey Dluzhevskiy, CFAThe Gabelli Global Content & Connectivity Fund | T-Mobile US, Inc. $TMUS• NASDAQ | Telecommunication ServicesTelecommunication Services | The Gabelli Global Content & Connectivity Fund - TMUS T-Mobile US Inc. (4.5%; -19.7%) was the largest detractor from performance during the quarter, largely impacted by investors' generally negative reaction to press speculation about possible combination of TMUS with its 54%-owner, Deutsche Telekom, as well as concerns about Starlink's potential entry into the wireless market over the medium term. T-Mobile US Inc.... | NEUTRAL | View Pitch → |
| Jun 30, 2026 | Fund Letter | Jay Rhame (CEO), Tim Porter (CIO)Reaves Asset Management | T-Mobile US, Inc. $TMUS• NASDAQ | Telecommunication ServicesTelecommunication Services | Long TMUS (T-Mobile US, Inc.) T-Mobile US is one of the largest nationwide mobile wireless network operators in the United States, offering cellular connectivity and fixed wireless broadband. Despite near-term stock... | BULL | View Pitch → |
| Jan 20, 2026 | Fund Letter | Cassandra A. HardmanHardman Johnston Global Equity | T-Mobile US, Inc. $TMUS• NASDAQ | Telecommunication ServicesTelecommunication Services | Hardman Johnston Global Equity 2025 Q4 (TMUS) Quarterly Liquidations: T-Mobile US, Inc. BSD Analysis: T-Mobile has completed one of the most successful telecom consolidations ever, translating scale into sustained market share gains. Network quality now... | BEAR | View Pitch → |
| Jan 8, 2026 | Fund Letter | Cassandra A. HardmanHardman Johnston Global Equity | T-Mobile US, Inc. $TMUS• NASDAQ | Telecommunication ServicesTelecommunication Services | Hardman Johnston Global Equity 2025 Q2 (TMUS) Within Communication Services, T-Mobile US, Inc. was the main driver of underperformance. While T-Mobile's financial... | BULL | View Pitch → |
| Dec 4, 2025 | Fund Letter | Columbia Management Investment Advisers, LLCColumbia Global Technology Growth Fund | T-Mobile US, Inc. $TMUS• NASDAQ | Telecommunication ServicesTelecommunication Services | Columbia Global Technology Growth Fund 2025 Q2 (TMUS) Quarterly earnings results for T-Mobile (TMUS) that featured new subscriber metrics that came in slightly below investor expectations and hinted at an increased competitive environment resulted in shares falling about 10% during the quarter. Investors also fretted... | 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.