POET Technologies Inc. (POET) – Gaetano
Pitch Summary: @crux_capital_ argues a recent POET interview provides a rare, concrete progress check versus the market’s assumptions. They claim management is shifting from development into productization, with an emphasis on moving into production and shipping optical engines in volume. The pitch highlights the 1.6T “product family” as a defined, manufacturable platform that can cover […]
2025 Q4 Sands Capital Select Growth Fund 2025 Q4 (TSM)
Pitch Summary: Taiwan Semiconductor (TSMC) is the world’s largest producer of leading-edge logic chips by market share. The company reported strong results for the most recent quarter. It continues to execute well on advanced-node yield improvements and capacity expansions to meet accelerating AI compute demand. TSMC remains a key beneficiary of this trend. New AI-related […]
Bengal Capital 2025 Q3 (GRIN CN)
Pitch Summary: Grown Rogue recently reported its Q3 2025 earnings. As a reminder, Bengal partner Josh Rosen is now Chief Strategy Officer of Grown Rogue, but our thoughts below do not contain and are not based on anything that is not already public in the company’s disclosures. On the good side, New Jersey seems to […]
Alphyn Capital Management 2025 Q2 (FFH)
Pitch Summary: Fairfax’s progress over the last three years has been a textbook exercise in compounding. Hard-market pricing from 2022 to 2024 enabled the group to expand net written premiums at a double-digit clip, increasing float to $33 billion, up roughly 12% per year since 2020. With that larger float invested in longer-duration bonds, interest […]
Hardman Johnston Large Cap Equity 2025 Q3 (CTVA)
Pitch Summary: Corteva’s shares declined after soft grain prices and renewed U.S. farm subsidy proposals dampened investor optimism. The company’s outlook has been questioned amid potential yield disincentives and regulatory uncertainty. BSD Analysis: Corteva’s fundamentals remain sound, with diversified exposure across seeds and crop protection. Near-term headwinds from pricing and policy risk weigh on sentiment, […]
