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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.
The cleanest illustration I know of this is in the shares of Samsung Electronics. The company has...
— Abdulaziz A. Alnaim
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Other investors who've written on Samsung Electronics Co., Ltd.
Samsung Electronics Co., Ltd. is the world’s largest memory-chip maker, with major smartphone, display, and contract-manufacturing businesses. After a historic...
Samsung Electronics Co., Ltd. is committing vast capital expenditures to build new memory fabrication plants, illustrating a supply wave that could pressure long-term memory pricing.
Baillie Gifford engaged with Samsung Electronics regarding board independence, corporate governance, and executive leadership changes in its semiconductor division. The fund is...
More institutional theses from Mayar Capital
Bunzl PLC operates a highly defensive business distributing unglamorous, recurring essential products, backed by a massive consolidated global network. A temporary, self-inflicted...
Lonza Group AG is the premier contract manufacturer for complex biologic drugs, enjoying high customer retention due to deep integration with clients' regulatory filings and supply chains. The business is...
Alphabet's unexpected decision to raise outside capital by issuing equity rather than utilizing highly accessible and cheap debt is viewed as a bearish indicator. Since the business...