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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 | ||
|---|---|---|---|---|---|---|---|
| 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) TSMC is well-positioned as the primary producer of advanced AI chips for Nvidia, benefiting from price increases across chip fabrication and packaging. The manager anticipates... | 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 | 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.