Investment Pitches
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| Date | Pitch Type | Author | Ticker | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|---|
| Oct 30, 2025 | Fund Letters | Kevin Arenson | TSM | Taiwan Semiconductor Manufacturing Co. | Information Technology | Semiconductors | Bull | NYSE | AI, Capacity, growth, manufacturing, Monopoly, Pricing power, semiconductors | Login |
| Oct 27, 2025 | Seeking Alpha | Seeking Alpha | TSM | Taiwan Semiconductor Manufacturing Company Limited | - | Semiconductors | Bull | - | Competitive advantages, customer relationships, geopolitical risks, high-performance computing, investment thesis, market share, Revenue Growth, Semiconductor manufacturing, technology, TSMC | Login |
| Oct 24, 2025 | Fund Letters | Krishna Mohanraj | TSM | Taiwan Semiconductor Manufacturing Co. Ltd. | Information Technology | Semiconductors | Bull | NYSE | AI, Foundry, growth, HPC, leadership, manufacturing, semiconductors | Login |
| Oct 21, 2025 | Fund Letters | Alan R.Christensen | TSM | Taiwan Semiconductor Manufacturing Company | Information Technology | Semiconductors | Bull | NYSE | AI, Capacity, Foundry, growth, Margins, Pricing, semiconductors | Login |
| Oct 21, 2025 | Fund Letters | Cassandra A. Hardman | TSM | Taiwan Semiconductor Manufacturing Co. Ltd. | Information Technology | Semiconductors | Bull | NYSE | AI, Capacity, Foundry, HPC, Pricing power, semiconductors | Login |
| Oct 20, 2025 | Fund Letters | Christopher Smith | TSM | Taiwan Semiconductor Manufacturing Co. Ltd. | Information Technology | Semiconductors | Bull | NYSE | AI, Capacity utilization, EPS growth, Foundry, Pricing power, semiconductors | Login |
| Oct 20, 2025 | Fund Letters | Emerson Bluhm | TSM | TSMC | Information Technology | Semiconductors & Semiconductor Equipment | Bull | NYSE | AI, CapEx, Foundry, Margins, Packaging, semiconductors | Login |
| Oct 20, 2025 | Fund Letters | Paulina McPadden | TSM | Taiwan Semiconductor Manufacturing Co. | Information Technology | Semiconductors | Bull | NYSE | AI, Capacity, Foundry, margin expansion, Pricing power, semiconductors, technology leadership | Login |
| Oct 20, 2025 | Fund Letters | Christopher Smith | TSM | Taiwan Semiconductor Manufacturing Co. Ltd. | Information Technology | Semiconductors | Bull | NYSE | AI, Capacity utilization, EPS growth, Foundry, Pricing power, semiconductors | Login |
| Oct 20, 2025 | Fund Letters | Emerson Bluhm | TSM | TSMC | Information Technology | Semiconductors & Semiconductor Equipment | Bull | NYSE | AI, CapEx, Foundry, Margins, Packaging, semiconductors | Login |
| Oct 20, 2025 | Fund Letters | Paulina McPadden | TSM | Taiwan Semiconductor Manufacturing Co. | Information Technology | Semiconductors | Bull | NYSE | AI, Capacity, Foundry, margin expansion, Pricing power, semiconductors, technology leadership | Login |
| Oct 16, 2025 | Fund Letters | Ted Alexander | TSM | Taiwan Semiconductor Manufacturing Co. Ltd. | Information Technology | Semiconductors | Bull | Warsaw Stock Exchange | AI, Chips, Foundry, Pricing power, semiconductors, Taiwan | Login |
| Oct 16, 2025 | Fund Letters | Arne Alsin | TSM US | Taiwan Semiconductor Manufacturing Co. Ltd. | Information Technology | Semiconductor Manufacturing | Bull | NYSE | 3nm, AI, Foundry, manufacturing, Pricing power, semiconductors, supply chain | Login |
| Oct 14, 2025 | Seeking Alpha | Seeking Alpha | TSM | Taiwan Semiconductor Manufacturing Company Limited | - | Semiconductors | Bull | - | AI chips, barriers to entry, high-margin manufacturing, long-term investment, market dominance, profit margins, Revenue Growth, semiconductors, technological lead, TSMC | Login |
| Oct 1, 2025 | Fund Letters | Easterly - Global Real Estate Fund | ARGX BB|DAVA|DDOG|GLOB|ILMN|LOAR|MELI|NET|NU|NVDA|TSM | Mercado Libre | Consumer Discretionary | Internet & Direct Marketing Retail | Bull | NASDAQ | B2B wholesale, digital health, digital payments, E-commerce Platform, Financial Inclusion, Fintech, Latin America, market dominance, Political Resilience, POS Terminals | Login |
| Sep 30, 2025 | Fund Letters | Diamond Hill International | TSM | Taiwan Semiconductor Manufacturing Company Limited | Information Technology | Semiconductors & Semiconductor Equipment | Bull | NYSE | Advanced Manufacturing, Artificial Intelligence, Competitive advantages, Foundry, high-performance computing, semiconductors, Taiwan | Login |
| Sep 30, 2025 | Fund Letters | Alex Umansky | TSM | Taiwan Semiconductor Manufacturing Company Limited | Information Technology | Semiconductors | Bull | New York Stock Exchange | AI, Foundry, Geopolitics, Nodes, Pricing | Login |
| Aug 27, 2025 | Fund Letters | Julien Albertini | TSM | Taiwan Semiconductor Manufacturing Company Limited | Information Technology | Semiconductors | Bull | NYSE | AI, CapEx, Foundry, Margins, semiconductors | Login |
| Jul 29, 2025 | Fund Letters | Peter Bourbeau | TSM | Taiwan Semiconductor Manufacturing Company Limited | Information Technology | Semiconductors | Bear | NYSE | CapEx, Concentration, Geopolitics, Risk, semiconductors | Login |
| Jul 18, 2025 | Seeking Alpha | The Asian Investor | TSM | Taiwan Semiconductor Manufacturing Company Limited | Information Technology | Semiconductors | Bull | NYSE | — | Login |
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