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 Guinness Global Innovators Fund returned 13.8% in Q2 2026, outperforming the MSCI World Index by 0.7 percentage points. The quarter saw...
— Dr Ian Mortimer, CFA
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 Advanced Micro Devices Inc.
The manager initiated a new position in AMD after a sharp price correction. The stock provides...
Advanced Micro Devices represents a long-duration share-gain story driven by execution rather than hype.
Advanced Micro Devices (Advanced Micro) is a high-performance and adaptive computing company that designs and delivers processors, accelerators, graphics products, adaptive computing pl