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.
Qualcomm and Marvell Technology, were two of our strongest contributors in 2Q. Both are excellent...
— Harry Burn, III; John P. DeGulis; T. Gibbs Kane, Jr.
Full equity research memos, financial breakdowns, and hedge fund thesis write-ups are reserved for BSD Research ($50/mo) and Pro subscribers.
Already a Research or Pro subscriber? Sign In
Other investors who've written on Qualcomm Incorporated
Qualcomm ($QCOM) designs wireless semiconductors, system-on-chip architectures, and licenses essential wireless patent portfolios. Initiated as a...
While Qualcomm's near-term outlook is impacted by temporary handset market weakness, its automotive and IoT segments show robust growth. The company's data...
The bullish thesis is supported by multiple pillars: 1) In smartphones, revenue is growing through rising average selling prices (ASPs) and on-device AI complexity, despite flat unit volumes. 2) The automotive...
More institutional theses from The Sound Shore Fund
One such stock was building products distributor QXO, which proved to be a detractor for the quarter. We initiated our...
Domestic carrier Southwest Airlines gave back a portion of its previous quarter's gains as fears of a protracted war pressured consumer discretionary and travel stocks. Despite these challenges,...
A new addition to the portfolio and our top performer for the quarter was Thermo Fisher Scientific (Thermo), a leading life sciences tool and lab equipment supplier that we have owned successfully in the past. We purchased the...