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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.
Sands Capital Emerging Markets Growth delivered its second-best quarter of absolute investment results on record, returning 29.1% net in Q2 2026, driven primarily by AI infrastructure businesses including SK hynix, Samsung Electronics, and Taiwan Semiconductor. The memory shortage...
— Teeja Boye, CFA and Brian A. Christiansen, CFA
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Other investors who've written on Samsung Electronics Co., Ltd.
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...
Samsung Electronics fell amid geopolitical concerns regarding U.S. chip restrictions and South Korean martial law fallout. The manager views...