Letters by company

Cigna Group

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

Auxier Asset Management Auxier Report: Summer 2026 Auxier Focus Fund favored AI-infrastructure suppliers including Corning, Nvidia and Dell while warning that debt-funded data-center expansion, leverage and concentrated momentum exposure could reverse sharply. The portfolio also emphasized durable franchises such as Mastercard, Visa, Bank of New York Mellon, Philip Morris and Alphabet, and cited operational AI savings at UnitedHealth and other insurers. Second Quarter 2026 AMZN $2.9TBNY $103BDELL $217B
Broadleaf Partners Growth Equity Portfolio Third Quarter Review Broadleaf Growth Equity Portfolio argues that the Federal Reserve should hold rates steady because softer labor signals and fiscal interest costs are outweighed by resurgent inflation and risks of AI- and crypto-driven asset bubbles. The portfolio remains focused on durable earnings growth rather than forecasting policymakers’ next move. Q3 2025 —