Letters by company

Alfa Laval AB ADR

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

EdgePoint Wealth Management I bet the 8 ball didn't see that one coming EdgePoint Global Portfolio used the April selloff to buy Thermo Fisher Scientific and add to Roche and Alfa Laval while selling holdings with less attractive risk-reward. The commentary argues that resilient base businesses protect capital when a proprietary thesis is delayed or fails, citing Lincoln Electric’s unrealized EV-charger opportunity and subsequent exit. Q4 2025 LECO $14B