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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 | Dominick D'AngeloO'Keefe Stevens Advisory, Inc | 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 | 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 | 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 | 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 → | |
| Aug 21, 2026 | Fund Letter | Glenn Fortin and Rui CardosoBA Beutel Goodman U.S. Value Fund | Semiconductors & Semiconductor EquipmentSemiconductors & Semiconductor Equipment | Long QCOM (Qualcomm) While Qualcomm's near-term outlook is impacted by temporary handset market weakness, its automotive and IoT segments show robust growth. The company's data... | BULL | View Pitch → | |
| Jul 4, 2026 | Substack | Rijnberk Invest Insights | Semiconductors & Semiconductor EquipmentSemiconductors & Semiconductor Equipment | Long QCOM (Qualcomm) The bullish thesis is supported by multiple pillars: 1) In smartphones, revenue is growing through rising average selling prices (ASPs) and on-device AI complexity, despite flat unit volumes. 2) The automotive... | BULL | View Pitch → | |
| Feb 20, 2026 | Fund Letter | James Cullen | 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 → |
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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.