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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.
Broadcom (AVGO) is our biggest new position. The distinction –...
— Daniel Shvartsman
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Other investors who've written on Broadcom Inc.
Blackstone and others announced a $63 billion structure (at higher rates) to lease Broadcom equipment to Anthropic, with Broadcom providing residual-value support for an amount equal to that financing. The vendor financing...
On the other hand, our semiconductor holdings detracted from performance. ASML (-0.5 pp)...
Broadcom Inc. ($AVGO) provides custom silicon accelerators and networking hardware infrastructure, representing 3.91% of the fund. Shares declined 6.9%...
More institutional theses from Middle Coast Investing
TriMas Corporation ($TRS) manufactures engineered packaging solutions and specialized gas cylinders for industrial, consumer, and pharmaceutical end markets. Middle Coast Investing...
Telephone and Data Systems ($TDS) is a regional telecommunications and broadband operator undergoing a multi-year corporate transformation. The manager adopted...
Tripadvisor ($TRIP) operates an online travel platform and booking marketplace, with its critical growth driver centered on Viator, an experiences and tour booking marketplace. While trimming shares...