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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.
In May, it was reported that Intel had reached an agreement with Apple to manufacture some of the latter's chips, though the product family and process node are currently unknown. This followed an...
— Daniel
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Other investors who've written on Intel Corporation
Intel Corporation designs and manufactures central processing units and semiconductor hardware that historically powered the global personal computing and data center server infrastructure. The manager presents...
Despite poor fundamentals, we invested heavily in Intel, viewing its role as the sole U.S. defense silicon chip foundry as too big to fail. We profited handsomely,...
Intel Corporation has seen a significant decline in its stock price, losing nearly 20% since the last analysis. The company recently...
More institutional theses from The Bristlemoon Global Fund
The Campbell's Company ($CPB) is an iconic packaged food producer known for shelf-stable soups, sauces, and snacks. Bristlemoon maintains an...
au, Australia's dominant online residential property classifieds portal. Bristlemoon maintains a...
MasterBrand ($MBC) is North America's largest manufacturer of residential kitchen and bathroom cabinetry, selling products through dealer networks, home centers, and residential homebuilders. Bristlemoon initiated a...