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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.
SK Square contributed positively during the quarter as the memory shortage broadened beyond high-bandwidth memory (HBM) into conventional DRAM and NAND. SK Square is...
— Teeja Boye, CFA and Brian A. Christiansen, CFA
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Other investors who've written on SK Square Co., Ltd.
SK Square holds mostly SK Hynix shares, 20.5% of shares outstanding. That position is...
The standout contributors to performance for both the quarter and the year were our investments in semiconductor companies selling directly into the AI build-out – T...