Letters by company

Curtiss Wright CORP

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

LVS Advisory Q4 2025 (February 2026) LVS launched a levered Event-Driven strategy after improved merger-arbitrage conditions and secured family-office backing. The Growth Portfolio retained Netflix despite its Warner Brothers acquisition, liquidated software holdings over AI-related commoditization concerns, and continued to back Wise while monitoring stablecoin disruption. full year 2025 NFLX $511BWSE $13B
LVS Advisory Q3 2025 (October 2025) Golar LNG is presented as a core energy-infrastructure investment, supported by rising electricity demand and a global need for LNG. LVS argues that Golar’s floating LNG model offers lower-cost, redeployable capacity, while contracted assets and Argentine protections support its valuation case despite commodity and geopolitical risks. first three quarters of 2025 GLNG $4.7BLNG $64B