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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 | ||
|---|---|---|---|---|---|---|---|
| Aug 21, 2026 | Fund Letter | Alex KopelRowan Street Capital | The Trade Desk $TTD• NYSE | MediaMedia | Long TTD (The Trade Desk, Inc.) The Trade Desk has delivered an annualized return of approximately 55% over four years for the fund, benefiting from 30%+ annual growth in revenues and operating earnings. Market leadership in... | BULL | View Pitch → |
| Aug 21, 2026 | Fund Letter | Joe FrankenfieldSaga Partners | The Trade Desk $TTD• NYSE | MediaMedia | Long TTD (The Trade Desk, Inc.) The manager defends the investment in The Trade Desk despite its recent growth slowdown, arguing that competitive threats from Amazon and AI disruptions are overstated. He explains that... | BULL | View Pitch → |
| Aug 15, 2026 | Substack | thefinancecornerSubstack (thefinancecorner) | The Trade Desk $TTD• NYSE | MediaMedia | The Trade Desk: Down 90%, still not cheapThe Trade Desk – TTD The Trade Desk has been the worst-performing company in the S&P500 this year, with its stock price down 62%. The company's revenue... | BEAR | View Pitch → |
| Jan 7, 2026 | Fund Letter | Alex UmanskyBaron Fifth Avenue Growth Fund | The Trade Desk $TTD• NYSE | MediaMedia | Baron Fifth Avenue Growth Fund 2025 Q3 (TTD) The Trade Desk is the leading internet advertising demand-side platform (DSP), enabling agencies to efficiently purchase digital advertising across Connected TV (CTV), PC, mobile, and online video channels. Shares declined 31.9%... | BULL | View Pitch → |
| Dec 3, 2025 | Fund Letter | Columbia Management Investment Advisers, LLCColumbia Global Technology Growth Fund | The Trade Desk $TTD• NYSE | MediaMedia | Columbia Global Technology Growth Fund 2025 Q3 (TTD) Shares came under pressure during the quarter, as reported quarterly results were overshadowed by cautious guidance, concerns about impacts of tariffs on large-brand spending and rising competition from Amazon, along with the departure of the CFO. The company's Kokai... | 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.