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.
Qualcomm reported Q1 2026 results that met guidance and Street expectations. Unfortunately, the company...
— Glenn Fortin and Rui Cardoso
Full equity research memos, financial breakdowns, and hedge fund thesis write-ups are reserved for BSD Research ($50/mo) and Pro subscribers.
Already a Research or Pro subscriber? Sign In
Other investors who've written on Qualcomm Incorporated
Qualcomm ($QCOM) designs wireless semiconductors, system-on-chip architectures, and licenses essential wireless patent portfolios. Initiated as a...
The bullish thesis is supported by multiple pillars: 1) In smartphones, revenue is growing through rising average selling prices (ASPs) and on-device AI complexity, despite flat unit volumes. 2) The automotive...
The last time around our poster child was a Qualcomm Convertible Preferred. The shares were...
More institutional theses from Brown Advisory
Amdocs maintained near-perfect contract renewal rates, but its share price was negatively impacted by short-term revenue lumpiness and a CEO transition. The manager believes...
Union Pacific possesses a unique, expansive rail network with sole access to all gateways into Mexico. Its structurally robust...
Wells Fargo has moved past major legacy regulatory and reputational issues, most notably exiting its restrictive asset cap as of June 2025. This allows the...