Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jun 30, 2025Fund LettersAlan BreedAVGO Broadcom Inc. Information TechnologySemiconductors Bull NASDAQAI infrastructure, capital return, custom silicon, Free Cash Flow, hyperscalers, Software
Jun 30, 2025Fund LettersSilas MyersAVGO Broadcom Inc. Information TechnologySemiconductors & Semiconductor Equipment Bull NASDAQAI, ASICs, cashflow, hyperscalers, Margins, semiconductors
Jun 30, 2025Fund LettersSilas MyersAVGO Broadcom Inc. Information TechnologySemiconductors Bull NASDAQAI, ASICs, datacenter, hyperscalers, semiconductors
Jun 6, 2025Twitter / X@Wiseman_CapAVGO Broadcom Inc. Information TechnologySemiconductors & Semiconductor Equipment Bull NASDAQBroadcom, Connectivity, Custom, Ethernet, semiconductors, Silicon, Simulation, Xpu
Mar 31, 2025Fund LettersMar Vista’s U.S. Quality SelectAVGO Broadcom Inc. Information TechnologySemiconductors & Semiconductor Equipment Bull NASDAQAI ASICs, capital allocation, custom silicon, Customer Diversification, hyperscalers, margin expansion, semiconductors, Software, Vmware
Mar 31, 2025Fund LettersMar Vista Global Equity FundAVGO Broadcom Inc. Information TechnologySemiconductors & Semiconductor Equipment Bull NASDAQAI ASICs, cloud infrastructure, custom chips, data centers, hyperscalers, M&A, semiconductors, Software, technology, Vmware
Mar 31, 2025Fund LettersMar Vista’s U.S. QualityAVGO Broadcom Information TechnologySemiconductors & Semiconductor Equipment Bull NASDAQAI ASICs, Artificial Intelligence, custom silicon, data center, hyperscalers, semiconductors, Vmware
Jan 13, 2025Fund LettersMunro Global Growth FundAVGO Broadcom Inc. Information TechnologySemiconductors & Semiconductor Equipment Bull NASDAQAI, ASICs, custom silicon, data centers, fabless, growth, hyperscale, semiconductors
Dec 31, 2024Fund LettersMar Vista’s U.S. QualityAVGO Broadcom Inc. SemiconductorsSemiconductors & Semiconductor Equipment Bull NASDAQAI accelerators, custom silicon, data center, growth, semiconductors, software integration, Vmware
Dec 31, 2024Fund LettersBell Global Equities FundAVGO Broadcom Inc. Information TechnologySemiconductors & Semiconductor Equipment Bull NASDAQArtificial Intelligence, custom chips, data centers, Enterprise software, high margins, M&A, semiconductors, Software
Dec 31, 2024Fund LettersMar Vista’s U.S. Quality SelectAVGO Broadcom Inc. Information TechnologySemiconductors & Semiconductor Equipment Bull NASDAQAI accelerators, Custom AI Solutions, semiconductors, software business, technology hardware, VMware Acquisition
Dec 31, 2024Fund LettersMar Vista Global Equity FundAVGO Broadcom Inc. Information TechnologySemiconductors & Semiconductor Equipment Bull NASDAQAI accelerators, custom silicon, data center, semiconductors, Software, technology, Vmware
Dec 31, 2024Fund LettersMar Vista’s U.S. QualityAVGO Broadcom Inc. Information TechnologySemiconductors & Semiconductor Equipment Bull NASDAQAI accelerators, custom silicon, data center, growth, semiconductors, software integration, Vmware
Dec 31, 2024Fund LettersRenaissance Investment Management - Large Cap GrowthAVGO Broadcom Inc. Information TechnologySemiconductors & Semiconductor Equipment Bull NASDAQAI Chipsets, cloud infrastructure, data centers, margin expansion, semiconductor solutions, software integration, VMware Acquisition
Sep 30, 2024Fund LettersColumbia Global Technology Growth FundAVGO Broadcom Inc. Information TechnologySemiconductors & Semiconductor Equipment Bull NASDAQAI revolution, Artificial Intelligence, capital allocation, custom chips, market dominance, Networking Infrastructure, semiconductors
Jul 6, 2024Fund LettersSpree Capital AdvisersAVGO|BYD|CRWD|MELI|MSFT|NFLX|NVDA|NVO|ORLY|SPOT CrowdStrike Holdings Inc Software & ServicesSystems Software Bull NASDAQcloud-native, cybersecurity, Enterprise software, growth, platform, SaaS, technology
Jun 30, 2024Fund LettersMar Vista Focus FundAVGO Broadcom Inc. Semiconductors & Semiconductor EquipmentSemiconductors Bull NASDAQAI accelerators, ASIC chips, custom silicon, hyperscalers, infrastructure software, semiconductors, Virtualization Software, Vmware
Jun 30, 2024Fund LettersMar Vista Global Equity FundAVGO Broadcom Inc. Information TechnologySemiconductors Bull NASDAQAI accelerators, Asic, custom silicon, hyperscalers, infrastructure software, semiconductors, subscription model, Virtualization, Vmware
Jun 30, 2024Fund LettersMar Vista Strategic Growth FundAVGO Broadcom Inc. Information TechnologySemiconductors & Semiconductor Equipment Bull NASDAQacquisition, AI accelerators, Asic, custom silicon, hyperscalers, infrastructure software, semiconductors, subscription model, Virtualization, Vmware
Jun 30, 2024Fund LettersColumbia Global Technology Growth FundAVGO Broadcom Inc. Information TechnologySemiconductors & Semiconductor Equipment Bull NASDAQAI, infrastructure, Long-term holding, Revenue Growth, Secular Trend, semiconductors

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