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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.
Taiwan Semiconductor Manufacturing Corporation (TSMC) is another company we believe is positioned for long-term success in a structurally appealing industry. TSMC is by...
— James Fellows
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Other investors who've written on Taiwan Semiconductor Manufacturing Company Limited
Taiwan Semiconductor Manufacturing Company Limited is the world's largest contract chipmaker and the leading manufacturer of advanced logic semiconductors used in modern AI accelerators. Shares corrected 4.3%...
Taiwan Semiconductor Manufacturing Company Limited (TSMC) is the world's largest contract chipmaker and the leading manufacturer of advanced logic semiconductors used in modern AI accelerators. Shares corrected 4.3%...
Taiwan Semiconductor Manufacturing Company ($TSM) represents 8.25% of the fund's portfolio. TSMC is the...
More institutional theses from First Eagle Investments
Bio-Rad is a highly integrated leader in specialized niches of diagnostics and life sciences, benefiting from high barriers to entry and strong recurring revenue. The company possesses...
The company holds top-tier, long-duration copper reserves positioned favorably on the global cost curve. It trades at...
Headquartered in Paris, LVMH is the largest luxury goods business in the world.