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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.
Semiconductor manufacturer Intel Corporation's strong returns were fueled by robust demand in data center and AI markets and a notable improvement in profitability. The results highlight...
— Ariel Investments, LLC
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Other investors who've written on Intel Corporation
Intel Corporation designs and manufactures central processing units and semiconductor hardware that historically powered the global personal computing and data center server infrastructure. The manager presents...
Despite poor fundamentals, we invested heavily in Intel, viewing its role as the sole U.S. defense silicon chip foundry as too big to fail. We profited handsomely,...
Intel Corporation has seen a significant decline in its stock price, losing nearly 20% since the last analysis. The company recently...
More institutional theses from Ariel Global Fund
T) is an industrial machinery manufacturer whose underlying value is anchored by its position as the world's second-largest producer of chemical mechanical planarization (CMP) tools for semiconductor manufacturing. Initiated as a...
L) is a consumer health and hygiene multinational possessing ubiquitous global brands including Dettol, Lysol, Durex, and Mucinex. Holding a 1.9%...
First Solar ($FSLR) produces advanced thin-film photovoltaic solar modules for utility-scale power projects. Accounting for 2.1%...