Letters by company
Clarkson PLC
2 letters discussing CKNHF. Everything written about it on this site is on its ticker page.
- Kernow Asset Management Kernow Portfolio Kernow Portfolio backs CMC Markets as it shifts from retail online trading toward a fintech business, citing founder Lord Cruddas’s ownership, product plans and debt-free balance sheet. It also argues that Clarkson’s information network benefits from more complex global trade and is resilient through shipping cycles because of its variable cost base. July 2026 CKNHF $2.1BCMCX $2.9B
- Kernow Asset Management Kernow Portfolio July 2026 Kernow Portfolio argues that CMC Markets’ founder-led shift from retail trading into fintech reflects the value of optimism paired with ownership and discipline. It also backs Clarkson as an information network for global shipping, arguing that trade disruption lengthens routes and increases the value of its data and advisory services. July 2026 CKNHF $2.1BCMCX $2.9B
