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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 | David ShermanCrossingBridge Advisors | Movies & EntertainmentEntertainment | CrossingBridge Advisors - WBD Warner Bros. Discovery is a... | NEUTRAL | View Pitch → | |
| Aug 21, 2026 | Fund Letter | Patrick BrennanBrennan Asset Management, LLC | Movies & EntertainmentEntertainment | Long WBD (Warner Bros. Discovery, Inc.) A complex bidding war for Warner Bros. Discovery is unfolding... | BULL | View Pitch → | |
| Aug 21, 2026 | Fund Letter | Waystone Management Company (IE) LimitedContrarius Global Equity Fund | Movies & EntertainmentEntertainment | Long WBD (Warner Bros. Discovery) Warner Bros. Discovery represents an... | BULL | View Pitch → | |
| Aug 21, 2026 | Fund Letter | Patrick BrennanBrennan Asset Management, LLC | Movies & EntertainmentEntertainment | Long WBD (Warner Bros. Discovery Inc.) On a happier note, the Warner Bros. Discovery, Inc. (WBD)... | BULL | View Pitch → | |
| Jan 30, 2026 | Fund Letter | Patrick BrennanBrennan Asset Management, LLC | Movies & EntertainmentEntertainment | Brennan Asset Management 2025 Q4 (WBD) Warner Bros Discovery remains in an active and contentious sale process following competing bids from Netflix and Paramount. WBD accepted a... | BEAR | View Pitch → | |
| Jan 30, 2026 | Fund Letter | Dan Bellehsen8th Wonder Investments | Movies & EntertainmentEntertainment | 8th Wonder Investments 2025 Q4 (WBD) Our most significant contributor has been Warner Bros. Discovery (WBD).... | BEAR | View Pitch → | |
| Jan 28, 2026 | Fund Letter | Tony ConiarisHarris Associates Concentrated Strategy | Movies & EntertainmentEntertainment | Harris Associates Concentrated Strategy 2025 Q4 (WBD) Warner Bros Discovery (WBD) was a contributor during the quarter. The U.S.-headquartered media... | BULL | View Pitch → | |
| Jan 27, 2026 | Fund Letter | William C. NygrenOakmark Select Fund | Movies & EntertainmentEntertainment | Oakmark Select Fund 2025 Q4 (WBD) Warner Bros Discovery (WBD) was the top contributor during the quarter. The U.S.-headquartered media... | BEAR | View Pitch → | |
| Nov 28, 2025 | Fund Letter | Tony ConiarisHarris Associates Concentrated Strategy | Movies & EntertainmentEntertainment | Harris Associates Concentrated Strategy 2025 Q3 (WBD) Warner Bros Discovery (WBD) was a contributor during the quarter. The media company's... | 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.