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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 | ||
|---|---|---|---|---|---|---|---|
| Nov 4, 2026 | Fund Letter | Derek PileckiGator Capital Management | Investment Banking & BrokerageCapital Markets | Long TPG (TPG Inc.) In the third quarter we initiated a position in TPG. We see several... | BULL | View Pitch → | |
| Oct 29, 2026 | Fund Letter | Angelo, Gordon & Co., L.P.TPG Angelo Gordon | Investment Banking & BrokerageCapital Markets | Long TPG (TPG Inc.) TPG Inc. (NASDAQ: TPG), a leading global alternative asset management firm, today reported its unaudited results for the third quarter ended September 30, 2026. com.... | BULL | View Pitch → | |
| Sep 2, 2026 | Fund Letter | C.T. FitzpatrickVulcan Value Partners - Small Cap | Investment Banking & BrokerageCapital Markets | Vulcan Value Partners Small Cap - TPG TPG is an alternative asset manager with a great reputation and track record. We have been... | NEUTRAL | View Pitch → | |
| Aug 21, 2026 | Fund Letter | C.T. FitzpatrickVulcan Value Partners - Large Cap | Investment Banking & BrokerageCapital Markets | Long TPG (TPG Inc.) TPG is an alternative asset manager with a great reputation and proven track record. The alternative asset... | BULL | View Pitch → | |
| Aug 21, 2026 | Fund Letter | Vulcan Value Partners LLCVulcan Value Partners - Focus Plus | Investment Banking & BrokerageCapital Markets | Long TPG (TPG Inc.) TPG is an alternative asset manager with a great reputation and proven track record. The alternative asset... | BULL | View Pitch → | |
| Aug 21, 2026 | Fund Letter | C.T. FitzpatrickVulcan Value Partners - Small Cap | Investment Banking & BrokerageCapital Markets | Long TPG (TPG Inc.) TPG is an alternative asset manager with a great reputation and proven track record. The alternative asset... | BULL | View Pitch → | |
| Aug 21, 2026 | Fund Letter | Vulcan Value Partners LLCVulcan Value Partners - Focus Plus | Investment Banking & BrokerageCapital Markets | Long TPG (TPG Inc.) TPG is an alternative asset manager with a great reputation and track record. We have been... | 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.