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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 | Jay WarnerArtisan Partners Small Cap Fund | Lattice Semiconductor $LSCC• NASDAQ | Semiconductors & Semiconductor EquipmentSemiconductors & Semiconductor Equipment | Artisan Partners Small Cap Fund - LSCC Lattice is a fabless leader in low-power field-programmable gate arrays. Shares rose after... | NEUTRAL | View Pitch → |
| Sep 2, 2026 | Fund Letter | Jason WhiteArtisan Global Discovery | Lattice Semiconductor $LSCC• NASDAQ | Semiconductors & Semiconductor EquipmentSemiconductors & Semiconductor Equipment | Artisan Global Discovery - LSCC Lattice is a fabless leader in low-power field-programmable gate arrays. Shares rose after... | NEUTRAL | View Pitch → |
| Aug 21, 2026 | Fund Letter | TimesSquare Capital Management LLCTimesSquare Capital Management U.S. Mid Cap Growth Strategy | Lattice Semiconductor $LSCC• NASDAQ | Semiconductors & Semiconductor EquipmentSemiconductors & Semiconductor Equipment | Long LSCC (Lattice Semiconductor) Lattice Semiconductor Corp. develops semiconductor, silicon-based, silicon-enabled products including programmable gate arrays. A solid quarter... | BULL | View Pitch → |
| Nov 28, 2025 | Fund Letter | Jay WarnerArtisan Partners Small Cap Fund | Lattice Semiconductor $LSCC• NASDAQ | Semiconductors & Semiconductor EquipmentSemiconductors & Semiconductor Equipment | Artisan Partners Small Cap Fund 2025 Q3 (LSCC) Lattice is a fabless leader in low-power field-programmable gate arrays. The company has... | BULL | View Pitch → |
| Nov 28, 2025 | Fund Letter | Matt Kamm, Jason White, Jim Hamel, Angela Wu, Jay WarnerArtisan Mid Cap Fund | Lattice Semiconductor $LSCC• NASDAQ | Semiconductors & Semiconductor EquipmentSemiconductors & Semiconductor Equipment | Artisan Mid Cap Fund 2025 Q3 (LSCC) Lattice has emerged from a supply-driven slowdown as inventory destocking nears completion. The company's positioning... | 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.