Letters by company
Devon Energy CORP
2 letters discussing DVN. Everything written about it on this site is on its ticker page.
- Davis Advisors Global ADR Davis Global ADR SMA Portfolio Summer Update 2026 Davis Global ADR SMA retained its contrarian Chinese exposure, arguing that sound company fundamentals and low valuations outweigh the market's AI-driven preference for technology leaders. The portfolio discussed Meituan, AIA Group, Entain, Capital One and the Devon Energy combination, while paring selected semiconductor positions on valuation. first half of 2026 —
- Davis Advisors Large Cap Value Davis Large Cap Value SMA Portfolio Summer Update 2026 Davis Large Cap Value SMA favored lower-valuation businesses while warning that AI capital spending and concentrated technology leadership rest on demanding assumptions. The portfolio pared semiconductor holdings, emphasized communication services and healthcare, and cited Tyson Foods, MGM Resorts and Devon Energy as durable or attractively valued positions. first half of 2026 —
