Letters by company

Embecta Corp.

2 letters discussing EMBC. Everything written about it on this site is on its ticker page.

Summers Value Partners Q2 2026 Letter Consensus Cloud Solutions remains a core holding as its cloud-fax healthcare business resumes growth, pays down debt and deploys free cash flow toward repurchases. Summers Value Partners initiated AnaptysBio on expected GSK litigation resolution, exited Avanos after its acquisition, and sold Embecta after a customer loss exposed fragility in its business model. second quarter of 2026 CCSI $796M
EdgePoint Wealth Management The art of portfolio managing (expectations) EdgePoint’s fixed-income portfolios favour mispriced credit and securities below par, using a flexible mix of bonds, loans, convertibles and preferred shares rather than tracking an index. The team avoided unattractively priced refinancings, built cash and a watch list, and expects credit-market volatility to create opportunities over a five-year horizon. 1st quarter, 2025 —