Investment Pitches
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| Date | Pitch Type | Author | Ticker | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2024 | Fund Letters | Ariel International Fund | TSM | Taiwan Semiconductor Manufacturing Company, Ltd. | Information Technology | Semiconductors & Semiconductor Equipment | Bull | NYSE | AI, Apple, datacenter, Edge AI, Foundry, manufacturing, semiconductors, technology | Login |
| Jun 30, 2024 | Fund Letters | Ariel Global Fund | TSM | Taiwan Semiconductor Manufacturing Company, Ltd. | Information Technology | Semiconductors & Semiconductor Equipment | Bull | NYSE | Advanced Manufacturing, AI, Apple, Edge computing, Foundry, semiconductors, Taiwan | Login |
| Jun 30, 2024 | Fund Letters | Baron Emerging Markets Fund | TSM | Taiwan Semiconductor Manufacturing Company Limited | Information Technology | Semiconductors & Semiconductor Equipment | Bull | NYSE | 5G, AI, automotive, Foundry, high-performance computing, IoT, semiconductors, Taiwan, technology | Login |
| Jun 30, 2024 | Fund Letters | Munro Global Growth Fund | TSM | Taiwan Semiconductor Manufacturing Company | Information Technology | Semiconductors & Semiconductor Equipment | Bull | NYSE | AI, Cyclical, Foundry, growth, semiconductors, Taiwan | Login |
| Jun 30, 2024 | Fund Letters | Artemis Global Select Fund | TSM | Taiwan Semiconductor Manufacturing Company | Information Technology | Semiconductors & Semiconductor Equipment | Bull | NYSE | AI, Foundry, manufacturing, Pricing power, semiconductors, Taiwan, technology | Login |
| May 8, 2024 | Fund Letters | Gregory See | TSM | Taiwan Semiconductor Manufacturing Company Limited | Information Technology | Semiconductors | Bull | New York Stock Exchange | AI, CapEx, Cyclical, Foundry, hyperscalers, infrastructure, leadership, Moat, semiconductors | Login |
| Apr 2, 2024 | Fund Letters | George Bolton | TSM | Taiwan Semiconductor Manufacturing Co. Ltd. | Information Technology | Semiconductors | Bull | New York Stock Exchange | advanced nodes, AI, Foundry, Geopolitics, semiconductors | Login |
| Jan 17, 2024 | Fund Letters | White Falcon Capital Management | ARGX BB|DAVA|DDOG|GLOB|ILMN|LOAR|MELI|NET|NU|NVDA|TSM | Nu Holdings Ltd | Financials | Consumer Finance | Bull | NYSE | Brazil, credit cards, cross-selling, Customer Acquisition, Data Analytics, digital banking, Emerging markets, Fintech, Latin America, technology platform | Login |
| Dec 31, 2023 | Fund Letters | Baron Focused Growth Fund | ARGX BB|DAVA|DDOG|GLOB|ILMN|LOAR|MELI|NET|NU|NVDA|TSM | Illumina, Inc. | Health Care | Life Sciences Tools & Services | Bull | NASDAQ | diagnostics, DNA Sequencing, Genomics, high-margin, life sciences, Oncology Testing, Prenatal Testing, research | Login |
| Dec 31, 2023 | Fund Letters | Baron Emerging Markets Fund | AIR FP|ICLR|LIN|MRVL|NOW|TSM | Taiwan Semiconductor Manufacturing Company Limited | Information Technology | Semiconductors & Semiconductor Equipment | Bull | NYSE | 5G, AI, automotive, Cyclical Recovery, Foundry, high-performance computing, IoT, semiconductors, Taiwan, technology | Login |
| Dec 31, 2023 | Fund Letters | SouthernSun Small Cap | ARGX BB|DAVA|DDOG|GLOB|ILMN|LOAR|MELI|NET|NU|NVDA|TSM | Live Oak Bancshares, Inc. | Financials | Regional Banks | Bull | NASDAQ | Branchless Model, credit quality, Equity, interest rate sensitivity, regional bank, SBA lending, small business, Technology-Enabled Banking | Login |
| Dec 31, 2023 | Fund Letters | RiverPark Large Growth | ARGX BB|DAVA|DDOG|GLOB|ILMN|LOAR|MELI|NET|NU|NVDA|TSM | Illumina, Inc. | Health Care | Life Sciences Tools & Services | Bull | NASDAQ | biotechnology, DNA Sequencing, Genomics, Healthcare Technology, Innovation Leader, life sciences, market leader | Login |
| Dec 31, 2023 | Fund Letters | Ariel Global Fund | AIR FP|ICLR|LIN|MRVL|NOW|TSM | Taiwan Semiconductor Manufacturing Company Ltd. | Information Technology | Semiconductors & Semiconductor Equipment | Bull | NYSE | AI, Cyclical Entry, Forward PE, Foundry, market leader, semiconductors, technology leadership | Login |
| Dec 31, 2023 | Fund Letters | Gregory See | TSM | Taiwan Semiconductor Manufacturing Company Limited | Information Technology | Semiconductors | Bull | New York Stock Exchange | AI, CapEx, Cyclical, Foundry, Geopolitics, Moat, ROIC, scale, semiconductors | Login |
| Nov 13, 2023 | Fund Letters | Saltlight Capital | ARGX BB|DAVA|DDOG|GLOB|ILMN|LOAR|MELI|NET|NU|NVDA|TSM | MercadoLibre | Consumer Discretionary | Internet & Direct Marketing Retail | Bull | NASDAQ | digital payments, e-commerce, Emerging markets, Fintech, Latin America, marketplace, network effects | Login |
| Oct 1, 2023 | Fund Letters | Palm Valley Capital Management | ARGX BB|DAVA|DDOG|GLOB|ILMN|LOAR|MELI|NET|NU|NVDA|TSM | Avista Corporation | Utilities | Electric Utilities | Bull | NYSE | defensive, Electric Utility, Hydroelectric, Rate Case, Regulated, utilities, Value, Wildfire Risk | Login |
| Sep 30, 2023 | Fund Letters | Baron Emerging Markets Fund | ARGX BB|DAVA|DDOG|GLOB|ILMN|LOAR|MELI|NET|NU|NVDA|TSM | Nu Holdings Ltd. | Financials | Consumer Finance | Bull | NYSE | Brazil, credit cards, Customer Acquisition, digital banking, disruption, Fintech, Latin America, operating leverage | Login |
| Sep 30, 2023 | Fund Letters | Baron Emerging Markets Fund | AIR FP|ICLR|LIN|MRVL|NOW|TSM | Taiwan Semiconductor Manufacturing Company Limited | Information Technology | Semiconductors & Semiconductor Equipment | Bull | NYSE | 5G, AI, automotive, Foundry, high-performance computing, IoT, Pricing power, semiconductors, technology leadership | Login |
| Jul 23, 2023 | Fund Letters | Argosy Investors | ARGX BB|DAVA|DDOG|GLOB|ILMN|LOAR|MELI|NET|NU|NVDA|TSM | Endava plc | Information Technology | IT Consulting & Other Services | Bull | NYSE | Digital transformation, IT Outsourcing, Quality Management, Sector Consolidation, Technology Services, value opportunity | Login |
| Jul 12, 2023 | Fund Letters | White Falcon Capital Management | ARGX BB|DAVA|DDOG|GLOB|ILMN|LOAR|MELI|NET|NU|NVDA|TSM | Nu Holdings | Financials | Consumer Finance | Bull | NYSE | Brazil, Credit, Data Analytics, digital banking, Emerging markets, Fintech, market share, Neobank, ROE | Login |
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