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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.
All roads—mobile, EVs, cloud computing—run on chips, and all chips lead to TSMC. TSMC controls roughly...
— Alex and Dan
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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 Unison Asset Management
Warren Buffett announced he would step down as CEO at year-end, marking the end of an extraordinary era.
We initiated our position in On Holding in April 2025 following a broad market selloff tied to supply-chain concerns.
Alphabet continues to be treated like the stepchild of the AI revolution despite having invented it. We believe the...