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P Pitch Archive Stock pitches across investing competitions
← Fall 2016

Analog Devices, Inc.

ADI position long Chris Weldon ’12 of Stamina Capital

Thesis

Analog Devices is a semiconductor company that is at reduced cyclical risk and is not commoditized, making it a strong investment opportunity.

Did it work?

inconclusive confidence: low

The pitch is a general long thesis on Analog Devices based on reduced cyclical risk and non-commoditized products, but no price performance is available and no time horizon or specific catalysts are stated. Without either price data or thesis events to evaluate, there is no basis to judge whether the thesis played out.