Letters by company

CEDAR.Co.,Ltd.

1 letter discussing 2435. Everything written about it on this site is on its ticker page.

Broyhill Asset Management The Broyhill Letter Q1 2025 Broyhill favored globally diversified, undervalued assets as tariff uncertainty and US market concentration increased, while re-underwriting every holding for recession and tariff risks. It trimmed Philip Morris, added Baxter and Avantor on weakness, initiated Uber and Dollar Tree, built offshore oil exposure, and exited Nintendo after the Switch 2 announcement. Q1 2025 AVTR $9.9BBAX $14BDLTR $24B