Investment Pitches
Explore 5,000+ curated investment pitches from leading investment funds and analysts - drawn from Fund letters, Seeking Alpha, VIC, Substacks, Short Reports and more. Generate new ideas or reinforce your research with concise insights from global experts.
Subscribe to receive expertly curated investment pitches straight to your inbox.
| Date | Pitch Type | Author | Ticker | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|---|
| Nov 8, 2025 | Fund Letters | Michael A. Lippert | AVGO | Broadcom Inc. | Information Technology | Data center & networking semiconductors | Bull | NASDAQ | AI infrastructure, ASICs, buybacks, capital allocation, data centers, dividends, Free Cash Flow, semiconductors | Login |
| Nov 3, 2025 | Fund Letters | Olivia Treharne | AVGO | Broadcom Inc. | Information Technology | Semiconductors | Bull | NASDAQ | AI, data centers, growth, Integration, profitability, semiconductors, Software | Login |
| Nov 3, 2025 | Fund Letters | Olivia Treharne | AVGO | Broadcom Inc. | Information Technology | Semiconductors | Bull | NASDAQ | AI, data centers, growth, Integration, profitability, semiconductors, Software | Login |
| Oct 28, 2025 | Fund Letters | Rahul Narang | AVGO | Broadcom Inc | Information Technology | Semiconductors | Bull | NASDAQ | AI, backlog, custom silicon, Networking, semiconductors | Login |
| 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 |
Join for free and get access to the buyside
Get insights from the world's most influential hedge fund investors direct to your inbox
- © 2025 Buyside Digest
- Privacy Policy
- Disclaimer
- Sitemap
- Terms of Service