Letters by company

Fastenal CO

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

Brasada Capital Second Quarter of 2026 Brasada Capital favors durable AI infrastructure beneficiaries over cyclical semiconductor and memory manufacturers whose high margins may invite overcapacity. It pairs Amphenol’s data-center connectivity exposure with Cavco’s manufactured-housing franchise and Fastenal’s industrial supply-chain model, while introducing a globally diversified ETF strategy. Second Quarter of 2026 APH $196BCVCO $5BFAST $64B
Fenimore Asset Management Q4 2025 Quarterly Investment Commentary Fenimore’s quality-focused strategies lagged as investor enthusiasm concentrated in AI-linked and more speculative businesses. The firm added to selected existing holdings, cut or exited positions including Cass Information Systems and Pinnacle Financial Partners, and argues that durable franchises, sound balance sheets, and disciplined capital allocation should prevail over time. Q4 2025 APH $196BAZO $52BBRO $24B