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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.
The largest name in emerging markets and in our GEMS fund is TSMC, which produces all of the advanced AI chips for Nvidia. TSMC is now...
— Jacob Grapengiesser, David Nicholls
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Other investors who've written on Taiwan Semiconductor Manufacturing Company Limited
The Compounding Capital pool is well diversified across businesses in industries enjoying positive tailwinds, such as live entertainment and sports content (e.g. Liberty Media (FWONK) owner of Formula One and MotoGP), Life Sciences (e.g. Thermo Fisher (TMO)), Semiconductors (e.g. Taiwan Semiconductor Manufacturing Co (2330)) and US Industrial activity (e.g. RB Global (RBA)).
We initiated a new position in Taiwan Semiconductor Manufacturing Company (TSMC). The company commands...
We believe our portfolios are prudently exposed to the explosion in the use of AI. We own significant...
More institutional theses from East Capital