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.
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| Date | Pitch Type | Author | Ticker | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|---|
| 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 |
| 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 |
| Jul 18, 2025 | Seeking Alpha | Royston Roche | TSM | Taiwan Semiconductor Manufacturing Company | Information Technology | Semiconductors | Bull | NYSE | — | Login |
| Jul 17, 2025 | Fund Letters | Cassandra A. Hardman | TSM | Taiwan Semiconductor Manufacturing Co., Ltd. | Information Technology | Semiconductors | Bull | New York Stock Exchange | AI, Foundry, manufacturing, Monopoly, semiconductors | Login |
| Jul 17, 2025 | Fund Letters | Cassandra A. Hardman | TSM | Taiwan Semiconductor Manufacturing Co., Ltd. | Information Technology | Semiconductors | Bull | New York Stock Exchange | AI, Demand, Foundry, manufacturing, Monopoly | Login |
| Jul 17, 2025 | Fund Letters | Cameron Robertson | TSM | Taiwan Semiconductor Manufacturing Company Limited | Information Technology | Semiconductors | Bull | New York Stock Exchange | AI, CapEx, Foundry, semiconductors, Taiwan, technology leadership | Login |
| Jul 17, 2025 | Seeking Alpha | Deep Value Investing | TSM | Taiwan Semiconductor Manufacturing Company Limited | Information Technology | Semiconductors | Bull | NYSE | — | Login |
| Jul 17, 2025 | Seeking Alpha | Oliver Rodzianko | TSM | Taiwan Semiconductor Manufacturing Company Limited | Information Technology | Semiconductors | Neutral | NYSE | — | Login |
| Jul 17, 2025 | Seeking Alpha | Bay Area Ideas | TSM | Taiwan Semiconductor Manufacturing Company Limited | Information Technology | Semiconductors | Bull | NYSE | — | Login |
| Jul 15, 2025 | Seeking Alpha | Oakoff Investments | TSM | Taiwan Semiconductor Manufacturing Company | Information Technology | Semiconductors | Bull | NYSE | — | Login |
| Jul 15, 2025 | Seeking Alpha | Steven Cress, Quant Team | TSM | Taiwan Semiconductor Manufacturing Company Limited | Information Technology | Semiconductors | Bull | NYSE | — | Login |
| Jul 14, 2025 | Seeking Alpha | Kennedy Njagi | TSM | Taiwan Semiconductor Manufacturing Company Limited | Information Technology | Semiconductors | Bull | NYSE | — | Login |
| Jul 11, 2025 | Seeking Alpha | Tangerine Tan Capital | TSM | Taiwan Semiconductor Manufacturing Company | Information Technology | Semiconductors | Bull | NYSE | — | Login |
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