Investment Pitches
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| Date | Pitch Type | Author | Ticker | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|---|
| Oct 28, 2025 | Fund Letters | Rahul Narang | AVGO US | Broadcom Inc. | Information Technology | Semiconductors | Bull | NASDAQ | — | Login |
| Oct 28, 2025 | Fund Letters | Rahul Narang | AVGO US | Broadcom Inc. | Information Technology | Semiconductors | Bull | NASDAQ | accelerators, backlog, custom silicon, Free Cash Flow, Networking | Login |
| Oct 27, 2025 | Seeking Alpha | Seeking Alpha | AVGO | Broadcom Inc. | - | Semiconductors | Bull | - | AI chips, Broadcom, custom chips, earnings growth, enterprise spending, Gen AI, investment thesis, market position, semiconductors, technology | Login |
| Oct 24, 2025 | Fund Letters | Achilleas Taxildaris | AVGO | Broadcom Inc. | Information Technology | Semiconductors | Bull | NASDAQ | AI, backlog, data centers, growth, hyperscalers, Margins, Networking, semiconductors | Login |
| Oct 24, 2025 | Fund Letters | Achilleas Taxildaris | AVGO | Broadcom Inc. | Information Technology | Semiconductors | Bull | NASDAQ | AI, backlog, data centers, growth, hyperscalers, Margins, Networking, semiconductors | Login |
| Oct 22, 2025 | Fund Letters | Jonathan Reichek | AVGO | Broadcom Inc. | Information Technology | Semiconductors | Bull | NASDAQ | AI, dividends, growth, Margins, Networking, semiconductors, Software | Login |
| Oct 22, 2025 | Fund Letters | Jonathan Reichek | AVGO | Broadcom Inc. | Information Technology | Semiconductors | Bull | NASDAQ | AI, dividends, growth, Margins, Networking, semiconductors, Software | Login |
| Oct 21, 2025 | Fund Letters | Vimal Patel | AVGO | Broadcom Inc. | Information Technology | Semiconductors | Bull | NASDAQ | AI, Asic, data centers, Free Cash Flow, hyperscale, semiconductors | Login |
| Oct 21, 2025 | Fund Letters | Vimal Patel | AVGO | Broadcom Inc. | Information Technology | Semiconductors | Bull | NASDAQ | AI, Asic, data centers, Free Cash Flow, hyperscale, semiconductors | Login |
| Oct 13, 2025 | Fund Letters | Garvin Jabusch | AVGO | Broadcom Inc. | Information Technology | Semiconductors | Bull | NASDAQ | AI, cloud infrastructure, Diversity, energy efficiency, Governance, semiconductors, Vmware | Login |
| Oct 13, 2025 | Fund Letters | Garvin Jabusch | AVGO | Broadcom Inc. | Information Technology | Semiconductors | Bull | NASDAQ | AI, cloud infrastructure, Diversity, energy efficiency, Governance, semiconductors, Vmware | Login |
| Oct 9, 2025 | Fund Letters | Dan Davidowitz | AVGO | Broadcom Inc. | Information Technology | Semiconductors | Bull | NASDAQ | custom silicon, diversification, margin expansion, Networking, Pricing power | Login |
| Oct 9, 2025 | Fund Letters | John Baldi | AVGO | Broadcom Inc. | Information Technology | Semiconductors | Bull | NASDAQ | AI, cash flow, dividends, growth, infrastructure, semiconductors | Login |
| Oct 1, 2025 | Fund Letters | Evolve Private Wealth | AVGO | Broadcom Inc. | Information Technology | Semiconductors & Semiconductor Equipment | Bull | NASDAQ | AI infrastructure, AI workloads, Asic, custom chips, data center, Enterprise software, high margins, VMware Acquisition | Login |
| Oct 1, 2025 | Fund Letters | Evolve Private Wealth | AVGO|BYD|CRWD|MELI|MSFT|NFLX|NVDA|NVO|ORLY|SPOT | Novo Nordisk A/S | Health Care | Pharmaceuticals | Bear | NASDAQ | CEO transition, Compounded Drugs, diabetes treatment, GLP-1, Market Slowdown, Pharmaceutical Competition, Profit Warning, semaglutide | Login |
| Oct 1, 2025 | Fund Letters | RVK | AVGO | Broadcom Inc. | Information Technology | Semiconductors & Semiconductor Equipment | Bull | NASDAQ | AI infrastructure, Asic, Cloud computing, custom chips, data center, energy efficiency, Enterprise software, Semiconductor Design, VMware Acquisition | Login |
| Sep 30, 2025 | Fund Letters | The Wolf of Harcourt Street | AVGO|BYD|CRWD|MELI|MSFT|NFLX|NVDA|NVO|ORLY|SPOT | BYD Company Limited | Consumer Discretionary | Automobiles | Bull | HKEX | automotive, battery technology, China, Cost advantage, Electric Vehicles, growth, Value, vertical integration | Login |
| Sep 30, 2025 | Fund Letters | PM Capital Global Companies Fund | AVGO|BYD|CRWD|MELI|MSFT|NFLX|NVDA|NVO|ORLY|SPOT | BYD Company Limited | Consumer Discretionary | Automobiles | Bull | HKEX | automotive, Batteries, China, Cost advantage, Electric Vehicles, global expansion, growth, vertical integration | Login |
| Sep 30, 2025 | Fund Letters | Highwood Value Partners | AVGO | Broadcom Inc. | Information Technology | Semiconductors & Semiconductor Equipment | Bull | NASDAQ | AI infrastructure, data centers, Enterprise software, Networking, semiconductors, technology, XPU Chips | Login |
| Sep 30, 2025 | Fund Letters | Carillon Eagle Growth & Income Fund | AVGO | Broadcom Inc. | Information Technology | Semiconductors | Bull | NASDAQ | AI Computing, AI infrastructure, customer wins, growth, semiconductors, technology hardware | Login |
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