Letters by company

Exchange Income Corporation

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

Langdon Equity Partners Q2 2026 Investor Update Langdon Canadian Smaller Companies Portfolio argues that capital concentration around AI narratives has left high-quality Canadian small caps undervalued. It maintains conviction in Groupe Dynamite and singles out A&W Food Services, Richelieu Hardware, Definity Financial and Westaim as businesses compounding intrinsic value despite limited market recognition. Q2 2026 AW $611MGRGDF $4.1B