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 |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2025 | Fund Letters | Columbia Global Technology Growth Fund | AVGO | Broadcom Inc. | Information Technology | Semiconductors & Semiconductor Equipment | Bull | NASDAQ | AI accelerators, AI Revenue Growth, backlog, custom silicon, Networking Hardware, Semiconductor Infrastructure | Login |
| Sep 30, 2025 | Fund Letters | Fairtree Wild Fig Multi Strategy Hedge Fund | AVGO | Broadcom Inc. | Information Technology | Semiconductors & Semiconductor Equipment | Bull | NASDAQ | AI infrastructure, Bull, data centers, Enterprise software, Networking, semiconductors, Xpu | Login |
| Sep 30, 2025 | Fund Letters | AGT Partners | AVGO | Broadcom Inc. | Information Technology | Semiconductors & Semiconductor Equipment | Bull | NASDAQ | AI infrastructure, Artificial Intelligence, data centers, Enterprise software, Networking, semiconductors, Xpu | Login |
| Sep 30, 2025 | Fund Letters | ACATIS Investment | AVGO | Broadcom Inc. | Information Technology | Semiconductors & Semiconductor Equipment | Bull | NASDAQ | AI infrastructure, Bull, data centers, Enterprise software, Networking, semiconductors, Xpu | Login |
| Sep 30, 2025 | Fund Letters | Airlie Australian Share Fund | AVGO | Broadcom Inc. | Information Technology | Semiconductors & Semiconductor Equipment | Bull | NASDAQ | AI infrastructure, Enterprise software, growth, Networking, semiconductors, Xpu | Login |
| Sep 30, 2025 | Fund Letters | Mountain Vista Wealth Management | AVGO | Broadcom Inc. | Information Technology | Semiconductors & Semiconductor Equipment | Bull | NASDAQ | AI infrastructure, Networking, semiconductors, Software, technology, XPU Chips | Login |
| Sep 20, 2025 | Substack | Rijnberk Invest Insights | AVGO | Broadcom Inc. | Technology | Semiconductors | Bull | - | AI revolution, custom AI accelerators, Customer concentration, Enterprise software, Free Cash Flow, growth potential, Hock Tan, hyperscalers, networking chips, semiconductors | Login |
| Sep 1, 2025 | Seeking Alpha | Seeking Alpha | AVGO | Broadcom Inc. | - | Semiconductors | Neutral | - | AI growth, Broadcom, data center hardware, earnings surprise, Hold rating, market sentiment, Nvidia comparison, S&P 500, semiconductors, valuation ratios | Login |
| Jul 31, 2025 | Fund Letters | Scott LaBreche | AVGO | Broadcom Inc. | Information Technology | Semiconductors & Semiconductor Equipment | Bull | NASDAQ | AI, Asic, cashflow, datacenters, growth, Margins, semiconductors | Login |
| Jul 31, 2025 | Fund Letters | Christopher Smith | AVGO | Broadcom Inc. | Information Technology | Semiconductors | Bull | NASDAQ | ASICs, CapEx, datacenters, hyperscalers, infrastructure, leadership, Margins, Networking, Switching | Login |
| Jul 24, 2025 | Fund Letters | Nick Schommer | AVGO | Broadcom Inc. | Information Technology | Electronic Components | Bull | NASDAQ | AI, custom silicon, efficiency, hyperscalers, semiconductors | Login |
| Jul 23, 2025 | Fund Letters | Owen Fitzpatrick | AVGO | Broadcom Inc. | Information Technology | Semiconductors | Bull | NASDAQ | AI, buybacks, diversification, dividend, Freecashflow, Margins, Networking, semiconductors | Login |
| Jul 22, 2025 | Fund Letters | Rahul Narang | AVGO | Broadcom Inc. | Information Technology | Semiconductors | Bull | NASDAQ | AI, ASICs, growth, hyperscalers, semiconductors | Login |
| Jul 21, 2025 | Fund Letters | The Bristol Gate U.S. Equity Strategy | AVGO | Broadcom Inc. | Information Technology | Semiconductors & Semiconductor Equipment | Bull | NASDAQ | AI, custom chips, datacenter, hyperscalers, infrastructure software, Networking, semiconductors, Vmware | Login |
| Jul 21, 2025 | Fund Letters | Michael E. Schroer | AVGO | Broadcom Inc. | Information Technology | Semiconductors | Bull | NASDAQ | AI, cashflow, growth, hyperscalers, Networking, semiconductors | Login |
| Jul 21, 2025 | Fund Letters | Achilleas Taxildaris | AVGO | Broadcom Inc. | Information Technology | Semiconductors | Bull | NASDAQ | AI, datacenters, hyperscalers, Margins, Networking, semiconductors, Software | Login |
| Jul 20, 2025 | Seeking Alpha | Doodad Capital | AVGO | Broadcom Inc. | Information Technology | Semiconductors | Bull | NasdaqGS | — | Login |
| Jul 19, 2025 | Fund Letters | Owen Fitzpatrick | AVGO | Broadcom Inc. | Information Technology | Semiconductors | Bull | NASDAQ | AI, buybacks, diversification, dividend, Freecashflow, Margins, Networking, semiconductors | Login |
| Jul 18, 2025 | Seeking Alpha | First Principles Partners | AVGO | Broadcom Inc. | Information Technology | Semiconductors | Bull | NASDAQ | — | Login |
| Jul 15, 2025 | Seeking Alpha | Michael Del Monte | AVGO | Broadcom Inc. | Information Technology | Semiconductors | Bull | NASDAQ | — | 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