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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.
Sound Shore Fund advanced 10.48% in Q2 2026, trailing the Russell 1000 Value Index which gained 13.87% and the S&P 500 which surged 15.20%. The quarter saw...
— Harry Burn, III; John P. DeGulis; T. Gibbs Kane, Jr.
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Other investors who've written on Qualcomm
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...