Artisan Partners, an investment management company, released its “Artisan Mid Cap Value Fund” second quarter 2024 investor letter. A copy of the letter can be downloaded here. In the second quarter, ...

We maintain our $245 fair value estimate and wide moat rating for Analog Devices ADI, along with maintaining our ratings across the rest of our US and European analog/mixed signal chipmaker coverage.

Analog Devices is one of the world's largest analog chipmakers, with an especially strong position in analog signal processing chips. We think it is well-positioned to profit from more advanced and ...