Letters by company

Alfa Laval AB ADR

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

EdgePoint Wealth Management This time’s different…right? EdgePoint Wealth Management argues that artificial-intelligence enthusiasm resembles the internet bubble, where genuine technological change did not prevent severe valuation risk. It identifies Qualcomm, Applied Materials, MinebeaMitsumi, Alfa Laval and Brookfield Asset Management as underappreciated ways to benefit from semiconductor demand, data-centre cooling and power needs without paying explicitly for an A.I. thesis. 2nd quarter, 2024 ALFVY $22BAMAT $294BGLW $98B
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 $15B