Letters by company

Edison International

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

YCG Investments Q2: Capitalizing on Unregulated Pricing Power YCG trimmed Verisk and added to Apple after tariff fears created divergent pricing, arguing that Apple’s network effects and pricing power remain intact. It sold Pepsi to increase FICO, contending that FICO’s credit-data network and modest charge relative to mortgage value make lasting regulatory intervention unlikely. second quarter 2025 GPAEF $14B0K36 AAPL $5T