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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.
A long-term investment since 2018. During the quarter,...
— ArrowMark Partners
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Other investors who've written on Advanced Micro Devices, Inc.
We believe the world will want more than one major supplier of AI computing, and AMD is the most credible alternative at scale. Owning both gives...
Advanced Micro Devices ($AMD) is highlighted as the primary beneficiary of the fabless foundry transition, capturing significant data center and client PC market share by pairing its Zen architecture with outsourced leading-edge manufacturing.
The manager initiated a new position in AMD after a sharp price correction. The stock provides...
More institutional theses from Meridian Contrarian Fund
Axis Capital is a specialty insurer experiencing a successful operational turnaround under a new management team. The company has...
Cameco is a leading low-cost uranium producer that has benefited from a structural supply deficit and growing interest in nuclear power. Although the stock...
The Honest Company specializes in natural household and baby products, which the fund bought as a contrarian play after supply chain disruptions. Despite strong earnings,...