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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.
Stewart Investors delivered strong performance in Q2 2026 driven by semiconductor holdings Samsung Electronics, MediaTek and TSMC, which benefited from surging AI-related demand for memory chips and advanced processors. Memory pricing is...
— Stewart Investors
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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...