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.
Delta Electronics, the leading provider of power electronics components and thermal solutions, was initiated during the quarter. The company designs...
— Tucker Brown
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 Delta Electronics
Delta Electronics, the leading provider of power electronics components and thermal solutions, was initiated during the quarter. The company designs...
Delta Electronics, the leading provider of power electronics components and thermal solutions, was initiated during the quarter. The company designs...
More institutional theses from SGA - International Growth
HDFC Bank was a top detractor during the quarter. While loan growth,...
We exited our position in Universal Music Group (UMG) during the quarter. Our conviction in...
SAP was a top contributor to performance during the quarter after reporting second quarter results that helped ease concerns surrounding potential AI-related disruption to its core software business. Current cloud backlog...