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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 | MACOM Technology Solutions $MTSI• NASDAQ | Semiconductors & Semiconductor EquipmentSemiconductors & Semiconductor Equipment | Artisan Partners Small Cap Fund - MTSI MACOM designs and manufactures high-performance semiconductors. The company has... | NEUTRAL | View Pitch → |
| Aug 21, 2026 | Fund Letter | Jack McPherson and Dave AdamsAristotle Small Cap Equity Fund | MACOM Technology Solutions $MTSI• NASDAQ | Semiconductors & Semiconductor EquipmentSemiconductors & Semiconductor Equipment | Long MTSI (MACOM Technology Solutions) MACOM Technology Solutions is a designer and manufacturer of high-performance semiconductor products. | BULL | View Pitch → |
| Aug 11, 2026 | Other | Aristotle Small/Mid Cap Equity | MACOM Technology Solutions $MTSI• NASDAQ | Semiconductors & Semiconductor EquipmentSemiconductors & Semiconductor Equipment | Aristotle Small/Mid Cap Equity – MTSI MACOM Technology Solutions is a designer and manufacturer of high-performance semiconductor products. The stock benefitted... | BULL | View Pitch → |
| Jan 29, 2026 | Fund Letter | Jason WhiteArtisan Global Discovery | MACOM Technology Solutions $MTSI• NASDAQ | Semiconductors & Semiconductor EquipmentSemiconductors & Semiconductor Equipment | Artisan Global Discovery 2025 Q4 (MTSI) MACOM designs and manufactures high-performance semiconductors. Shares rose after... | BULL | View Pitch → |
| Jan 24, 2026 | Fund Letter | Jay WarnerArtisan Partners Small Cap Fund | MACOM Technology Solutions $MTSI• NASDAQ | Semiconductors & Semiconductor EquipmentSemiconductors & Semiconductor Equipment | Artisan Partners Small Cap Fund 2025 Q4 (MTSI) MACOM designs and manufactures high-performance semiconductors. Last quarter, the... | BULL | View Pitch → |
| Dec 3, 2025 | Fund Letter | Jay WarnerArtisan Partners Small Cap Fund | MACOM Technology Solutions $MTSI• NASDAQ | Semiconductors & Semiconductor EquipmentSemiconductors & Semiconductor Equipment | Artisan Partners Small Cap Fund 2025 Q2 (MTSI) MACOM designs and manufactures high-performance semiconductors. The company has... | BULL | View Pitch → |
| Nov 28, 2025 | Fund Letter | Jay WarnerArtisan Partners Small Cap Fund | MACOM Technology Solutions $MTSI• NASDAQ | Semiconductors & Semiconductor EquipmentSemiconductors & Semiconductor Equipment | Artisan Partners Small Cap Fund 2025 Q3 (MTSI) MACOM designs and manufactures high-performance semiconductors. The company delivered... | BEAR | 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.