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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.
Explore professional investment ideas sourced from institutional letters, short theses, and premium research channels, distilled into concise summaries.
| Pitch Type | Author | Industry | Pitch Thesis & Key Summary | Bull/Bear | Action | ||
|---|---|---|---|---|---|---|---|
| Oct 30, 2026 | Fund Letter | Cooper Investors Pty LimitedCooper Investors Global Equities Fund (Unhedged) | Semiconductors & Semiconductor EquipmentSemiconductors & Semiconductor Equipment | Long 2330.TW (Taiwan Semiconductor Manufacturing Company Limited) The Compounding Capital pool is well diversified across businesses in industries enjoying positive tailwinds, such as live entertainment and sports content (e.g. Liberty Media (FWONK) owner of Formula One and MotoGP), Life Sciences (e.g. Thermo Fisher (TMO)), Semiconductors (e.g. Taiwan Semiconductor Manufacturing Co (2330)) and US Industrial activity (e.g. RB Global (RBA)). | BULL | View Pitch → | |
| Oct 29, 2026 | Fund Letter | Tucker BrownSGA - U.S. Large Cap Growth | Semiconductors & Semiconductor EquipmentSemiconductors & Semiconductor Equipment | Long 2330.TW (Taiwan Semiconductor Manufacturing Company) We initiated a new position in Taiwan Semiconductor Manufacturing Company (TSMC). The company commands... | BULL | View Pitch → | |
| Oct 8, 2026 | Fund Letter | Jay WinthropDouglass Winthrop | Semiconductors & Semiconductor EquipmentSemiconductors & Semiconductor Equipment | Long 2330.TW (Taiwan Semiconductor Manufacturing Company Limited) We believe our portfolios are prudently exposed to the explosion in the use of AI. We own significant... | BULL | View Pitch → | |
| Sep 2, 2026 | Fund Letter | Carlos von HardenbergMobius Capital Partners | Semiconductors & Semiconductor EquipmentSemiconductors & Semiconductor Equipment | Mobius Capital Partners - 2330.TW King Slide Works' revenue increased by 98% quarter-on-quarter, exceeding consensus estimates. This was driven... | NEUTRAL | View Pitch → | |
| Aug 21, 2026 | Fund Letter | Jacob Grapengiesser, David NichollsEast Capital | Semiconductors & Semiconductor EquipmentSemiconductors & Semiconductor Equipment | Long 2330.TW (Taiwan Semiconductor Manufacturing Company Limited) The largest name in emerging markets and in our GEMS fund is TSMC, which produces all of the advanced AI chips for Nvidia. TSMC is now... | BULL | View Pitch → | |
| Aug 21, 2026 | Fund Letter | Cooper Investors Pty LimitedCooper Investors Global Equities Fund (Unhedged) | Semiconductors & Semiconductor EquipmentSemiconductors & Semiconductor Equipment | Long 2330.TW (TSMC) 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 – Taiwan Semiconductor Manufacturing Co (2330) (the leading semiconductor foundry, which we have owned since 2020) and SK Square (402340) (a holding company whose main asset is memory maker SK Hynix). BSD Analysis: Cooper... | BULL | View Pitch → |
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Investment pitches and theses displayed on Buyside Digest are summaries of opinions expressed in publicly available investor letters, research reports, or other commentary. These summaries are generated for informational and research purposes only and do not constitute investment recommendations, financial advice, or an endorsement of any particular security or strategy by Buyside Digest. Users should conduct their own independent due diligence and consult with professional advisors before making any investment decisions.