Letters by company

Airbus Group SE

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

EdgePoint Wealth Management “Why buy bonds when I can make money on anything?!” Corporate bonds are presented as a transparent alternative to opaque private funds and hedge funds, especially as equity valuations imply weak long-term prospects. The portfolio has added building-products issuers on an expected housing recovery, while prior L Brands and Carpenter Technology investments illustrate the focus on business-level turnarounds. 3rd quarter, 2025 CRS $19B