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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 | ||
|---|---|---|---|---|---|---|---|
| Jan 24, 2026 | Fund Letter | Chad MeadeMeridian Small Cap Growth Fund | Zenas BioPharma, Inc. $ZBIO• NASDAQ | BiotechnologyBiotechnology | Meridian Small Cap Growth Fund 2025 Q4 (ZBIO) Zenas BioPharma, Inc. is developing transformative therapies for patients with autoimmune diseases. Its lead drug,... | BULL | View Pitch → |
| Nov 28, 2025 | Fund Letter | Chad MeadeMeridian Small Cap Growth Fund | Zenas BioPharma, Inc. $ZBIO• NASDAQ | BiotechnologyBiotechnology | Long ZBIO (Zenas BioPharma, Inc.) Zenas BioPharma advanced its Phase 3 trials for Obexelimab and secured up to $300 million in non-dilutive financing from Royalty Pharma to fund commercialization. The fund trimmed... | 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.