Letters by company
Byd CO LTD
2 letters discussing BYDDF. Everything written about it on this site is on its ticker page.
- Andrew Hill Investment Advisors 2025.Q1 Client Letter Andrew Hill Investment Advisors cut equity exposure, added high-quality bond ladders and allocated 2% to 3% of most client portfolios to gold as tariff uncertainty and federal budget cuts clouded the economic outlook. Portfolios favor healthcare, financials and utilities, with Johnson & Johnson, Progressive, JPMorgan Chase and Microsoft among core defensive holdings. 2025.Q1 AAGC $1MAAPL $4.9TAMZN $2.7T
- Horizon Kinetics 2nd Quarter Commentary Horizon Kinetics argues that passive indexation has concentrated equity exposure in a handful of large technology companies as the disinflationary forces behind decades of margin expansion fade. It favors hard-asset exposure in the Permian Basin, particularly LandBridge, as AI-driven electricity and water needs raise the value of gas, land and infrastructure. 2nd Quarter 2024 LB $6.6BTPL $24B
