Longleaf Partners Global Fund – IEL.AX
Bull thesis on IDP Education Limited from Longleaf Partners Global Fund
Taiwan Semiconductor Manufacturing Company Limited
Pitch Summary: TSMC is positioned as a critical player in the AI semiconductor space, with its advanced technological capabilities and strategic investments in U.S. fabs. The company’s role in supporting America’s AI ambitions and maintaining technological leadership over China is pivotal. TSMC’s significant capital expenditures and expansion in Arizona demonstrate its commitment to meeting the […]
Parnassus Mid Cap Growth Fund 2025 Q4 (KLA)
Pitch Summary: KLA benefited from another strong earnings report as customers continued investing heavily in AI-related semiconductor manufacturing. The company’s tools are essential for improving yields at advanced process nodes, making it a key enabler of the AI infrastructure build-out. Consistent execution and high-margin service revenues supported strong shareholder returns. BSD Analysis: KLA’s inspection and […]
