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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.
We added leading semiconductor and technology licensing company Qualcomm Inc. to the portfolio this quarter, reflecting our view that the company's growth opportunities extend well beyond smartphones. While wireless remains...
— Ariel Investments, LLC
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Other investors who've written on Qualcomm Inc.
While Qualcomm's near-term outlook is impacted by temporary handset market weakness, its automotive and IoT segments show robust growth. The company's data...
The bullish thesis is supported by multiple pillars: 1) In smartphones, revenue is growing through rising average selling prices (ASPs) and on-device AI complexity, despite flat unit volumes. 2) The automotive...
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%...