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.
The quarter opened with news that Arm had approached Alphawave about a takeover, followed by Qualcomm formalizing their own interest. After deadline extensions,...
— Jason Gilbert
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 Alphawave Semi
No other institutional pitches found for this ticker yet.
More institutional theses from RGA Investment Advisors LLC
RGA initiated a new position in Dave & Buster's after the stock pulled back to $50, seeing an attractive valuation despite macro weakness in low-income consumer spending. The core thesis...
RGA re-established a long position in Vail Resorts as stock valuations hit ten-year lows due to temporary weather and staffing challenges. The fund highlights...
Adyen experienced an overdone sell-off following a minor reduction in guidance, bringing its valuation down to mid-teens EV/EBITDA. The business operates...