Letters by company

Alexandria Real Estate Equities, INC.

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

Warden Capital Warden 2025 year end letter Warden Capital made Vail Resorts its largest position, arguing that irreplaceable ski assets and the Epic Pass outweigh snowfall variability. It also added Alexandria and uniQure, while maintaining a short in Palantir and warning that AI capital spending and OpenAI’s growth expectations are unsustainable. 2025 ARE $8.7BMTN $4.9BNVS $273B