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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 | ArrowMark Colorado Holdings, LLCMeridian Growth Fund | Tandem Diabetes Care $TNDM• NASDAQ | Health Care Equipment & SuppliesHealth Care Equipment & Supplies | Meridian Growth Fund - TNDM Tandem Diabetes Care, Inc. (TNDM) is a medical device company focused on insulin delivery, best known for its t:slim X2 and Mobi automated insulin pumps. We own it... | NEUTRAL | View Pitch → |
| Sep 2, 2026 | Fund Letter | Chad MeadeMeridian Small Cap Growth Fund | Tandem Diabetes Care $TNDM• NASDAQ | Health Care Equipment & SuppliesHealth Care Equipment & Supplies | Meridian Small Cap Growth Fund - TNDM Tandem Diabetes Care, Inc. (TNDM) is a medical device company focused on insulin delivery, best known for its t:slim X2 and Mobi automated insulin pumps. We own it... | NEUTRAL | View Pitch → |
| Aug 21, 2026 | Fund Letter | Chad MeadeMeridian Small Cap Growth Fund | Tandem Diabetes Care $TNDM• NASDAQ | Health Care Equipment & SuppliesHealth Care Equipment & Supplies | Long TNDM (Tandem Diabetes Care, Inc.) Tandem Diabetes Care is an automated insulin delivery technology provider poised for long-term growth in both Type 1 and Type 2 diabetes markets. Although near-term U.S.... | BULL | View Pitch → |
| Jan 24, 2026 | Fund Letter | ArrowMark Colorado Holdings, LLCMeridian Growth Fund | Tandem Diabetes Care $TNDM• NASDAQ | Health Care Equipment & SuppliesHealth Care Equipment & Supplies | Meridian Growth Fund 2025 Q4 (TNDM) Tandem Diabetes Care, Inc. develops advanced insulin delivery technologies for patients with diabetes. Its automated insulin... | 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.