Letters by company
General Dynamics CORP
1 letter discussing GD. Everything written about it on this site is on its ticker page.
- GreensKeeper Asset Management Scorecard #53 – Grit GreensKeeper increased core holdings during the market selloff and initiated Amadeus IT Group, arguing its travel-distribution and airline-software platforms have durable network effects and switching costs. The fund added to ICON after its accounting investigation-driven decline and continues to back Berkshire Hathaway, Visa, TVA Group and defense contractors on valuation and business-quality grounds. Q1 2026 AMADY $27BABANF $267MBRK.A $1.2T