Letters by company

Deutsche Börse AG

1 letter discussing DBOEF. Everything written about it on this site is on its ticker page.

YCG Investments Market Commentary YCG Investments argues that investors are abandoning durable, non-AI businesses for expensive technology stocks and that portfolio value should be judged by operating results rather than quotations. It added Deutsche Börse and Ferrovial for their exchange and toll-road monopolies. It also reassessed FICO after FHFA changes strengthened VantageScore's competitive position. Q3 2026 0K36 AMZN $2.9TAON $73B