Letters by company
Atlas Copco AB
4 letters discussing ATLFF. Everything written about it on this site is on its ticker page.
- Fairfax Financial Holdings Chairman’s Letter to Shareholders Fairfax Financial Holdings credits disciplined underwriting, short-duration investments and decentralized operating companies for its expanded insurance franchise. It sold its pet insurance business to JAB, took Recipe private, backed Atlas’s take-private transaction and continued to build Indian holdings led by Bangalore International Airport, Digit and financial-services investments. 2022 ATLFF $91BCIBEY $7.9BRMGGF $1.7B
- Rathbones Investment Insights Global markets face renewed inflation pressure from the Iran War, higher bond yields and volatile AI shares, while Rathbones argues that diversification remains essential. The industrials case rests on a manufacturing recovery, AI infrastructure, power-grid investment, semiconductor capacity and more local production, despite tariffs and elevated energy costs. October 2026 SBGSF $159BSIEGY $235B
- Guinness Global Investors Guinness Global Equity Income Investment Commentary – October 2026 Guinness Global Equity Income replaced Aflac with Nvidia, arguing that Nvidia's AI-computing franchise, cash generation and dividend-growth potential fit its quality-income discipline. The portfolio retained defensive and cyclical balance while backing Microsoft, CME, Danone and ABB on their respective operating and strategic cases. third quarter of 2026 ABBNY $152BAFL $63BCME $114B
- Guinness Global Investors Guinness Global Equity Income Investment Commentary – September 2026 Guinness Global Equity Income sold Aflac, citing a saturated Japanese market, buyback-supported earnings and a richer valuation, and added Nvidia on AI-infrastructure demand, CUDA-driven switching costs and dividend-growth capacity. It argues Treasury long-bond buybacks could foster fiscal dominance, while Deutsche Boerse and Texas Instruments retain structural growth cases. August 2026 AFL $63BCRM $179BCSCO $377B
