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.
Analog Devices, a leading supplier of analog and mixed-signal semiconductors, continued to benefit from strong demand tied to AI infrastructure, industrial applications, and communications. During the quarter,...
— FPA Crescent Portfolio Managers
Full equity research memos, financial breakdowns, and hedge fund thesis write-ups are reserved for BSD Research ($50/mo) and Pro subscribers.
Already a Research or Pro subscriber? Sign In
Other investors who've written on Analog Devices, Inc.
No other institutional pitches found for this ticker yet.
More institutional theses from FPA Crescent Fund
Alphabet Inc. ($GOOGL) operates the world's leading search engine alongside YouTube, Google Cloud, and emerging technology ventures like Waymo. The manager maintains...
Liberty Broadband Corporation ($LBRDA) detracted from returns before Charter completed its acquisition of the company during the quarter.
Samsung C&T Corporation ($028260.KS) is the de facto holding company for the Samsung Group, operating diverse divisions across engineering and construction, trading, fashion, and resort operations, while maintaining major equity stakes across the Samsung corporate ecosystem. The manager is...