Letters by company

Aker ASA

2 letters discussing AKAAF. Everything written about it on this site is on its ticker page.

Moerus Capital Management Semi-Annual Shareholder Letter: Six Months Ended June 30, 2026 Moerus Worldwide Fund avoided richly valued AI-linked technology stocks and added depressed opportunities in U.K. housebuilding, agricultural equipment, Indian life insurance and chemicals. It exited Valaris after Transocean’s takeover bid, while arguing that energy, materials and consumer holdings retain long-term value despite market volatility. Six Months Ended June 30, 2026 AKAAF $8.5BANGPY $18BBTRW $6B
Asset Value Investors Ltd AVI Global Special Situations AVI Global Special Situations added Korean holdings and established positions in Mitsui O.S.K. Lines and Bio-Rad Laboratories. It argues Mitsui O.S.K. Lines trades below the value of its fleet and Daibiru real-estate stake, while activist pressure, capital-return plans and stronger freight markets could drive a rerating. August 2026 MSLOF $14B