Letters by company

Electronic Arts INC.

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

Davenport Asset Management The Davenport Funds Quarterly Update Davenport Funds cautions that AI enthusiasm, easing monetary policy and fiscal stimulus have pushed parts of the equity and credit markets toward speculative valuations. The funds trimmed technology winners, exited Electronic Arts after its take-private agreement, and added discounted opportunities including Accenture, Agilent, Elevance Health and Americold Realty Trust. Third Quarter Update 2025 A $50BACN $153BCOLD $3.9B