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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 | 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 | Movies & EntertainmentEntertainment | Long VIV.PA (Vivendi) Vivendi (-24.9%, -37 bps), the French listed holding company with focus on content, media, and entertainment industries. | BULL | View Pitch → | |
| Aug 21, 2026 | Fund Letter | BDL Capital | Movies & EntertainmentEntertainment | Long VIV.PA (Canal+ (Vivendi SE)) Canal+ experienced a correction in its share price due to temporary integration concerns and disappointing guidance at its newly acquired South African asset, MultiChoice. However, the core... | 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.