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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 | David BastianKingdom Capital Advisors | Communications EquipmentCommunications Equipment | Long WATT (Energous) Energous Corporation (WATT) and Alliance Entertainment (AENT). Energous (WATT): A... | BULL | View Pitch → | |
| Aug 21, 2026 | Fund Letter | Ryan JacobJacob Fund | Communications EquipmentCommunications Equipment | Long WATT (Energous) Energous is a name we have tracked for a long time, as we were intrigued by its consumer-focused wireless power technology. | BULL | View Pitch → | |
| Aug 5, 2026 | Substack | shareholdersuniteSubstack (shareholdersunite) | Communications EquipmentCommunications Equipment | A Primer on Energous CorporationEnergous Corporation – WATT Energous Corporation is positioned to revolutionize the IoT landscape with its Wireless Power Network (WPN) technology, which enables over-the-air charging for ambie... | BULL | View Pitch → | |
| Jan 23, 2026 | Fund Letter | Matt Kamm, Jason White, Jim Hamel, Angela Wu, Jay WarnerArtisan Mid Cap Fund | Waters Corporation $WAT• NYSE | Life Sciences Tools & ServicesLife Sciences Tools & Services | Artisan Mid Cap Fund 2025 Q4 (WAT) Waters is a leading provider of liquid chromatography and mass spectrometry instruments for pharmaceutical and industrial applications. Its franchise position... | BULL | View Pitch → |
| Jan 8, 2026 | Fund Letter | Fotis Chatzimichalakis, Sanjeev Lakhani, Luciano LilloyImpax Global Environmental Markets Fund | Waters Corporation $WAT• NYSE | Life Sciences Tools & ServicesLife Sciences Tools & Services | Impax Global Environmental Markets Fund 2025 Q2 (WAT) Waters (Health Care, Environmental Testing & Monitoring) moved lower during the quarter, driven by increasing attention on the US Administration's attempt to moderate drug pricing in the US. If successful, this... | BULL | View Pitch → |
| Nov 28, 2025 | Fund Letter | Brian CampbellThe London Company SMID Cap | Waters Corporation $WAT• NYSE | Life Sciences Tools & ServicesLife Sciences Tools & Services | The London Company SMID Cap 2025 Q3 (WAT) WAT underperformed on the announcement that it will acquire Becton Dickinson's Biosciences and Diagnostics divisions. While we take... | BULL | View Pitch → |
| Nov 28, 2025 | Fund Letter | Kovitz Investment Group Partners, LLCKovitz Core Equity | Waters Corporation $WAT• NYSE | Life Sciences Tools & ServicesLife Sciences Tools & Services | Kovitz Core Equity 2025 Q3 (WAT) Waters is a leading manufacturer of analytical instruments, along with associated consumables and software, used to separate and identify chemical compounds, for customers in the biotech/pharma, materials, and food science end markets. Shares fell nearly... | 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.