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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 | ||
|---|---|---|---|---|---|---|---|
| Oct 6, 2026 | Fund Letter | Eugene NgVision Capital | The Trade Desk, Inc. $TTD• NYSE | MediaMedia | Short TTD (The Trade Desk, Inc.) In Q3, we exited our entire position in The Trade Desk (TTD) and added two new positions, Alphabet (GOOGL) and Datadog (DDOG). We have 26... | BEAR | View Pitch → |
| Aug 21, 2026 | Fund Letter | Alex KopelRowan Street Capital | The Trade Desk, Inc. $TTD• NYSE | MediaMedia | Long TTD (The Trade Desk, Inc.) We have owned TTD for a little over 4 years now, opportunistically establishing a position in March of 2020 at a cost basis of $17.40 (split-adjusted). Since then, TTD... | BULL | View Pitch → |
| Aug 21, 2026 | Fund Letter | Joe FrankenfieldSaga Partners | The Trade Desk, Inc. $TTD• NYSE | MediaMedia | Long TTD (The Trade Desk, Inc.) The clearest current example in the Saga Portfolio is The Trade Desk, which is facing the greatest market skepticism and has experienced one of the largest drawdowns among our holdings. The Saga Portfolio... | BULL | View Pitch → |
| Aug 15, 2026 | Substack | thefinancecornerSubstack (thefinancecorner) | The Trade Desk, Inc. $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, Inc. $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, Inc. $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.