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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.
The Antipodes Global Fund underperformed in Q2 2026 as benchmark returns became increasingly concentrated in memory semiconductors, which the Strategy deliberately avoided due to cyclicality concerns and valuation risk despite the SOX index gaining ~95%. The manager views...
— Antipodes Partners Limited
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Other investors who've written on Shockwave Medical 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...