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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.
After emphasizing the importance of adaptability in recent quarterly letters, we ate our own cooking – so to speak – and initiated a position that likely would not have met our criteria in the past: Samsung Electronics Co., Ltd., one of the world's three leading memory suppliers. Samsung is the...
— Alex Umansky
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Other investors who've written on Samsung Electronics Co., Ltd.
Samsung Electronics Co., Ltd. is the world’s largest memory-chip maker, with major smartphone, display, and contract-manufacturing businesses. After a historic...
Samsung Electronics Co., Ltd. is committing vast capital expenditures to build new memory fabrication plants, illustrating a supply wave that could pressure long-term memory pricing.
Baillie Gifford engaged with Samsung Electronics regarding board independence, corporate governance, and executive leadership changes in its semiconductor division. The fund is...
More institutional theses from Baron Global Opportunity Fund
Leading cloud-native cybersecurity platform CrowdStrike Holdings, Inc. contributed to performance with the stock increasing 38.1%. The rapid progress...
Shopify Inc., a leading commerce platform for merchants of all sizes, contributed to performance with the stock up 29.9%. Second quarter results...
We initiated a new position in Coherent Corp., a leading designer, developer, and manufacturer of optical networking solutions to the data center and industrial markets. Coherent sells lasers,...