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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 believe our portfolios are prudently exposed to the explosion in the use of AI. We own significant...
— Jay Winthrop
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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...
TSMC is well-positioned as the primary producer of advanced AI chips for Nvidia, benefiting from price increases across chip fabrication and packaging. The manager anticipates...
More institutional theses from Douglass Winthrop
Mastercard has spent 2026 under investor pressure based on their belief in a future that hasn’t arrived. Investors fear that...
We believe our portfolios are prudently exposed to the explosion in the use of AI. We own significant...
Uber, too, is being marked down for a future that hasn’t arrived. The fear is...