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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 15, 2026 | Fund Letter | Ariel Investments, LLCAriel Global Fund | Qualcomm Inc. $QCOM• NASDAQ | Semiconductors & Semiconductor EquipmentSemiconductors & Semiconductor Equipment | Long QCOM (Qualcomm Inc.) We added leading semiconductor and technology licensing company Qualcomm Inc. to the portfolio this quarter, reflecting our view that the company's growth opportunities extend well beyond smartphones. While wireless remains... | BULL | View Pitch → |
| Oct 14, 2026 | Fund Letter | Matt Kamm, Jason White, Jim Hamel, Angela Wu, Jay WarnerArtisan Mid Cap Fund | Compass Inc $COMP• NASDAQ | Real Estate ServicesReal Estate Management & Development | Long COMP (Compass Inc) In addition to Lattice Semiconductor and Robinhood, we added to Compass and Twilio. Compass is a... | BULL | View Pitch → |
| Sep 2, 2026 | Fund Letter | Dominick D'AngeloO'Keefe Stevens Advisory, Inc | Qualcomm Inc. $QCOM• NASDAQ | Semiconductors & Semiconductor EquipmentSemiconductors & Semiconductor Equipment | O'Keefe Stevens Advisory, Inc - QCOM Our positions in NVIDIA, Qualcomm, and Corning were put on almost a decade prior to the AI boom. Q2 gave us... | NEUTRAL | View Pitch → |
| Sep 2, 2026 | Fund Letter | Harry Burn, III; John P. DeGulis; T. Gibbs Kane, Jr.The Sound Shore Fund | Qualcomm Inc. $QCOM• NASDAQ | Semiconductors & Semiconductor EquipmentSemiconductors & Semiconductor Equipment | The Sound Shore Fund - QCOM Qualcomm and Marvell Technology, were two of our strongest contributors in 2Q. Both are excellent... | BULL | View Pitch → |
| Sep 2, 2026 | Fund Letter | Howard GleicherAristotle Value Equity Fund | Qualcomm Inc. $QCOM• NASDAQ | Semiconductors & Semiconductor EquipmentSemiconductors & Semiconductor Equipment | Aristotle Value Equity Fund - QCOM Qualcomm, a leading semiconductor and communications technology company, was the largest contributor for the quarter. Shares recovered as... | BULL | View Pitch → |
| Sep 2, 2026 | Fund Letter | Aristotle_Saul Global Equity Fund | Qualcomm Inc. $QCOM• NASDAQ | Semiconductors & Semiconductor EquipmentSemiconductors & Semiconductor Equipment | Aristotle Saul Global Equity Fund - QCOM Qualcomm, a leading semiconductor and communications technology company, was among the largest contributors for the quarter. Shares recovered as... | BULL | View Pitch → |
| Sep 2, 2026 | Fund Letter | Aziz HamzaogullariLoomis Sayles Global Growth Fund | Hotels, Restaurants & LeisureHotels, Restaurants & Leisure | Loomis Sayles Global Growth Fund - TCOM China-based Trip.com (TCOM), formerly known as Ctrip, is among the world's largest global travel platform. Founded in 1999,... | NEUTRAL | View Pitch → | |
| Aug 21, 2026 | Fund Letter | Mark L. YockeyArtisan International Fund | Compass Inc $COMP• NASDAQ | Real Estate ServicesReal Estate Management & Development | Long COMP (Compass, Inc.) Compass is a residential real estate brokerage that leverages an integrated technology platform to enhance agent productivity and client engagement. Shares declined despite... | BULL | View Pitch → |
| Aug 21, 2026 | Fund Letter | Glenn Fortin and Rui CardosoBrown Advisory | Qualcomm Inc. $QCOM• NASDAQ | Semiconductors & Semiconductor EquipmentSemiconductors & Semiconductor Equipment | Long QCOM (Qualcomm) Qualcomm reported Q1 2026 results that met guidance and Street expectations. Unfortunately, the company... | BULL | View Pitch → |
| Aug 7, 2026 | Fund Letter | Tim StaermoseAfrican Lions Fund | -- | African Lions Fund – SCOM.NR Standouts among our biggest holdings have included Safaricom which reported group earnings per share for the financial year ended March 31 up 37% BSD Analysis: The manager highlights Safaricom as a standout performer within the portfolio, demonstrating exceptional earnings growth of 37% for the fiscal year ended March 31. This strong earnings... | BULL | View Pitch → | |
| Jul 4, 2026 | Substack | Rijnberk Invest Insights | Qualcomm Inc. $QCOM• NASDAQ | Semiconductors & Semiconductor EquipmentSemiconductors & Semiconductor Equipment | Long QCOM (Qualcomm) Qualcomm is undergoing a profound structural shift from a cyclical smartphone-dependent chip manufacturer into a diversified semiconductor powerhouse. By applying its... | BULL | View Pitch → |
| Feb 20, 2026 | Fund Letter | James Cullen | Qualcomm Inc. $QCOM• NASDAQ | Semiconductors & Semiconductor EquipmentSemiconductors & Semiconductor Equipment | Cullen Enhanced Equity Income Fund 2025 Q4 (QCOM) Shares of Qualcomm (QCOM) were purchased in the strategy during the quarter. Qualcomm is a... | BULL | View Pitch → |
| Jan 8, 2026 | Fund Letter | Aziz HamzaogullariLoomis Sayles Global Growth Fund | Hotels, Restaurants & LeisureHotels, Restaurants & Leisure | Loomis Sayles Global Growth Fund 2025 Q2 (TCOM) China-based Trip.com (TCOM), formerly known as Ctrip, is the world's largest global travel platforms. Founded in 1999,... | 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.