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Equity Research Database
Institutional Investment Pitches
Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.
Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.
We have continued to lean into a cluster of analog, power, RF (radio frequency) and specialty-semiconductor names over the Quarter. Qorvo and Skyworks...
— Antipodes Partners Limited
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Other investors who've written on Skyworks Solutions, Inc.
Skyworks is a prominent RF systems manufacturer with cyclical but mission-critical components. However, recent market...
Skyworks Solutions is being added to leverage resilient demand for analog and RF semiconductors driven by industrial automation and electrification. The pending merger...
Skyworks operates as an RF system provider, but recently lost vital market share to a competitor. This market share...
More institutional theses from Antipodes Global Fund
Performance Food Group is a leading consolidator in the fragmented US foodservice distribution market with high-single-digit sales growth. Operating leverage, product...
An entry was initiated in Qorvo to capture secular growth in RF and specialty-semiconductor applications. A pending merger...
Skyworks Solutions is being added to leverage resilient demand for analog and RF semiconductors driven by industrial automation and electrification. The pending merger...