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 |
|---|---|---|---|---|---|---|---|---|---|---|
| Jan 22, 2026 | Fund Letters | Emerson Bluhm | AVGO | Broadcom Inc. | Semiconductors | Semiconductor Infrastructure | Bull | NASDAQ | Ai Scaling, custom silicon, data centers, Ethernet, Networking | Login |
| Jan 22, 2026 | Fund Letters | Allen T. Bond | AVGO | Broadcom Inc. | Information Technology | Semiconductors | Bull | NASDAQ | Asic, Concentration, datacenter, Networking, semiconductors, Volatility | Login |
| Jan 14, 2026 | Fund Letters | Thomas Küpfer | AVGO | Broadcom Inc. | Information Technology | Semiconductors | Bull | NASDAQ | AI infrastructure, Asic, hyperscalers, Networking, semiconductors | Login |
| Jan 14, 2026 | Fund Letters | Thomas Küpfer | AVGO | Broadcom Inc. | Information Technology | Semiconductors | Bull | NASDAQ | AI infrastructure, Asic, data centers, Networking, semiconductors | Login |
| Jan 14, 2026 | Seeking Alpha | Seeking Alpha | AVGO | Broadcom Inc. | Semiconductors | Semiconductor Equipment & Materials | Bull | NASDAQ Stock Market | AI growth, ASICs, Broadcom, forward P/E ratio, Google, META, NVIDIA, organic growth, semiconductor solutions, TPUs | Login |
| Jan 14, 2026 | Seeking Alpha | Seeking Alpha | AVGO | Broadcom Inc. | Semiconductors | Semiconductor Manufacturing | Bull | NASDAQ Stock Market | AI growth, cash flow, custom chips, infrastructure software, margin expansion, order bookings, price target, sales growth, semiconductor sales, valuation | Login |
| Jan 7, 2026 | Fund Letters | John Baldi | AVGO | Broadcom Inc. | Information Technology | Semiconductors | Bull | NASDAQ | AI, ASICs, Capitaldiscipline, Margins, semiconductors | Login |
| 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 |
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