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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 | Joe BauernfreundAVI Global Trust | Vivendi SE $VIV.PA• EURONEXT | Movies & EntertainmentEntertainment | AVI Global Trust - VIV.PA Vivendi was the most significant detractor over the interim period, with a total return of -40%, costing us -297bps as the shares suffered a double whammy of NAV weakness and discount widening. From a high... | BULL | View Pitch → |
| Aug 21, 2026 | Fund Letter | Jayme WigginsPalm Valley Capital Management | Vivendi SE $VIV.PA• EURONEXT | Movies & EntertainmentEntertainment | Long VIV.PA (Vivendi) Vivendi (-24.9%, -37 bps), the French listed holding company with focus on content, media, and entertainment industries. Vivendi continues to... | BULL | View Pitch → |
| Aug 21, 2026 | Fund Letter | BDL Capital | Vivendi SE $VIV.PA• EURONEXT | Movies & EntertainmentEntertainment | Long VIV.PA (Canal+ (Vivendi SE)) The stock corrected sharply in Q1, penalised by the outlook announced for MultiChoice (the South African asset recently acquired by Canal+) during its annual results. There are no... | 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.