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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 | Steven KielArquitos Capital Management | United Therapeutics Corp. $UTHR• NASDAQ | PharmaceuticalsPharmaceuticals | Long UTHR (United Therapeutics Corporation) United Therapeutics is discussed strictly as Liquidia's key competitor and the opposing party in critical patent litigation. Its market multiple... | BULL | View Pitch → |
| Jan 23, 2026 | Fund Letter | Bernard HornPolaris Global Equity | United Therapeutics Corp. $UTHR• NASDAQ | PharmaceuticalsPharmaceuticals | Polaris Global Equity 2025 Q4 (UTHR) United Therapeutics climbed on record third quarter 2025 results, good uptake on Tyvaso regardless of generic competition and promising Tyvaso clinical trial results for idiopathic pulmonary fibrosis. UTHR also conducted... | 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.