Loading investment pitches...
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 Value Fund underperformed its benchmark in Q2 2026 as market returns became increasingly concentrated in a narrow cohort of memory semiconductor and hardware stocks, with the SOX index gaining 95%. The fund deliberately...
— Antipodes Global Value Fund
Full equity research memos, financial breakdowns, and hedge fund thesis write-ups are reserved for BSD Research ($55/mo) and Pro subscribers.
Already a Research or Pro subscriber? Sign In
Other investors who've written on Qorvo Inc.
A pending merger with its largest competitor offers significant cost synergies, expanded R&D capabilities, and scale. The company is...
An entry was initiated in Qorvo to capture secular growth in RF and specialty-semiconductor applications. A pending merger...