Letters by company

AJ Bell plc

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

Vltava Fund Sport and Investing (Once Again) Vltava Fund sold Novo Nordisk as its outlook became too difficult to forecast and exited United Rentals after valuation compressed expected returns. It initiated Booking Holdings, AJ Bell, and Rightmove, favoring capital-light platforms with network effects, while warning that private credit’s weak transparency and liquidity mismatch could expose cyclical lending risks. 1/2026 AJB $3.1BBKNG $120BNVO $166B