Letters by company
BlackRock, Inc.
9 letters discussing BLK. Everything written about it on this site is on its ticker page.
- The London Company Income Equity – 3Q2026 vs Russell 1000 Market Update Income Equity lagged the Russell 1000 as higher rates hurt yield-oriented holdings and AI-infrastructure positions sold off. It added Alphabet convertible preferreds, trimmed Cisco, exited Crown Castle, and argues that quality balance sheets, durable dividends and reasonable valuations should provide resilience amid concentrated AI leadership. 3Q2026 BLK $189BCCI $38BCMI $64B
- The London Company Income Equity – 3Q2026 vs Russell 1000 Value Market Update Income Equity attributed its relative shortfall to index reconstitution effects, renewed mega-cap technology exposure in the value benchmark, and weakness in AI-adjacent industrial technology. The portfolio initiated Alphabet convertible preferreds, trimmed Cisco Systems, and exited Crown Castle while emphasizing quality, conservative leverage, durable dividends, and reasonable valuations. 3Q2026 BLK $189BCCI $38BCMI $64B
- The London Company Market Observations & Portfolio Commentary Large Cap – 3Q2026 vs. Russell 1000 Value The London Company attributes relative weakness to Russell 1000 Value reconstitution changes and renewed mega-cap technology exposure, while maintaining its bottom-up process. It added to NewMarket and argues that balance-sheet strength, durable dividends, conservative leverage and reasonable valuations offer ballast amid concentrated AI-led market leadership. 3Q2026 BLK $189BCVX $416BENTG $24B
- 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 $397B
- Hennessy Funds Where Opportunities Are Emerging in Equity and Fixed Income The Equity and Income Fund added Dominion Energy for its regulated utility earnings, balance-sheet improvements and data-center-driven power demand, while selling Equitable after confidence in its inconsistent core business declined. It favored high-quality equities at reasonable valuations and extended bond exposure in the curve’s belly while adding selected high-quality corporate credit. first half of 2026 D $60BENTG $24BEQGPF $3.8B
- Nightview Capital Q2 2026 Investor Letter Nightview Capital added to Salesforce and ServiceNow, initiated Atlassian, and held Autodesk steady on the view that systems of record, switching costs, distribution and AI integration protect strong software franchises. It exited Meta, Intuitive Surgical, Shopify and EchoStar, added gaming and hospitality exposure, and rotated financials toward BlackRock and Charles Schwab. Q2 2026 ADSK $54BCRM $179BLVS $26B
- ProChain Capital April 2026 Investor Update ProChain Capital focused on institutional cryptocurrency adoption as Morgan Stanley and Charles Schwab expanded retail trading access. It argued that tokenized securities, money-market funds and settlement infrastructure are advancing through Securitize, Computershare, BlackRock, JPMorgan and DTCC, while Gemini's results pointed to demand for crypto-native financial products. April 2026 —
- Frank Capital Partners Frank Value Fund Q1 2025 Letter to Shareholders Frank Value Fund increased exposure to independent power producers, arguing that electrification demand from AI data centers, electric vehicles and reshoring should support resilient earnings. The fund swapped Altria Group for a power producer after the latter’s selloff and retained cash for further dislocations while maintaining valuation discipline. Q1 2025 —
- GoodHaven Capital Management Annual Report GoodHaven Fund completed its advisory-firm reorganization, leaving Larry Pitkowsky as sole controlling owner and portfolio manager. The portfolio retained major positions in Barrick Gold, Alphabet, Berkshire Hathaway, Jefferies and WPX Energy, while trimming Barrick, adding Fannie Mae common and favoring undervalued businesses with a margin of safety. fiscal 2019 AAL $9.3BBLDR $6.7BBRK.A $1.3T
