Investment Pitches
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| Date | Pitch Type | Author | Ticker | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|---|
| 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 |
| 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 |
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