Letters by company
Danone PK
5 letters discussing DANOY. Everything written about it on this site is on its ticker page.
- Guinness Global Investors Guinness Global Equity Income Investment Commentary – October 2026 Guinness Global Equity Income replaced Aflac with Nvidia, arguing that Nvidia's AI-computing franchise, cash generation and dividend-growth potential fit its quality-income discipline. The portfolio retained defensive and cyclical balance while backing Microsoft, CME, Danone and ABB on their respective operating and strategic cases. third quarter of 2026 ABBNY $149BAFL $62BCME $110B
- Artisan Partners Artisan Global Value Fund Quarterly Commentary Artisan Global Value Fund retained Meta on expectations that its Muse product and advertising applications can monetize AI investment, while trimming IQVIA after improved drug-development demand lifted its valuation. The fund sees Shell as operationally well placed for energy volatility and finds value in Danone, Heidelberg Materials and Samsung Electronics despite near-term setbacks. Q3 2026 DANOY $48BHDLMY $35BIQV $43B
- Artisan Partners Artisan International Value Fund Quarterly Commentary Artisan International Value Fund shifted capital from stocks caught in the narrow technology, financials and energy rally toward holdings whose prices had fallen despite unchanged business prospects. The managers pressed Danone’s board on execution, assessed leadership turnover at Amrize, and argued that rising rates make strong balance sheets and disciplined capital allocation increasingly important. third quarter 2026 ABBNY $149BAMRZ $22BDANOY $48B
- Artisan Partners Artisan International Value Fund Quarterly Commentary Artisan International Value Fund is redeploying capital amid limited valuation discounts, retaining cash and seeking to sell securities near fair value. It backs Samsung’s memory and foundry recovery, sees turnaround potential at Philips and Brenntag, and credits Suncor’s operating overhaul while acknowledging early calls on chemicals, Diageo and Sodexo. Q4 2025 ABBNY $149BACGL $38BBNTGF $10B
- Broyhill Asset Management The Broyhill Letter 2024.Q3 Broyhill initiated Rentokil Initial, Evolution AB and Nice Ltd, citing consolidation potential, online-gaming legalization, and AI-enabled cloud contact-center software. It exited Danone, PayPal and EPAM Systems over valuation, unclear product growth and changing labor-force risks, while maintaining its theses on Philip Morris and Baxter. Q3 2024 BAX $13BDANOY $48BDG $30B
