Letters by company
General Electric CO
5 letters discussing GE. Everything written about it on this site is on its ticker page.
- Andrew Hill Investment Advisors 2025 Q3 Client Letter Andrew Hill Investment Advisors emphasized AI-linked energy infrastructure, building positions in Google, GE Vernova and American Superconductor while identifying Yeti and solar-equipment makers as opportunities created by weak sentiment. The firm added catastrophe-bond exposure through Victory Pioneer A+ and retained gold as a geopolitical hedge while reducing healthcare and defensive consumer exposure. Q3 2025 AMSC $1.4BCOST $433BGE $326B
- Horizon Kinetics Annual Review: The Three Really Big Things Edition Horizon Kinetics argues that AI data-center expansion creates underappreciated demand for natural gas, water and strategically located Permian Basin land. It defends concentrated holdings in Texas Pacific Land, LandBridge and Bitcoin as long-duration assets positioned to benefit from resource scarcity, monetary debasement and institutional adoption. 4th Quarter 2024 TPL $24BLB $6.3BMETA $1.9T
- Andrew Hill Investment Advisors 2024 Q1 Client Letter Andrew Hill Investment Advisors added to EQT and retained Oneok for a potential commodity rebound, while keeping portfolios overweight equities and concentrating on AI beneficiaries including Nvidia, Microsoft, Dell, Constellation Energy and NextEra. The firm favors investment-grade bond ladders and argues that passive-fund flows can push share prices away from business fundamentals. 1st Quarter of 2024 CEG $105BDELL $301BEQT $33B
- Lansing Street Advisors Q1 2021 Letter – The Day the Music Died Lansing Street Advisors warns that Federal Reserve liquidity, fiscal stimulus and retail speculation have inflated technology shares, SPACs, unprofitable IPOs, bitcoin, housing and collectibles. It argues that stretched valuations and rising inflation or interest rates could force leadership away from FAANG stocks and expose speculative assets to reversion. Q1 2021 AAPL $5TAMZN $2.7TFB
- Grey Owl Capital Management Fata Morgana Grey Owl Capital Management treated the fourth-quarter sell-off as a mirage rather than a bear-market signal, citing contained credit-spread widening and healthy market breadth. It used cash from Express Scripts, Zoe’s Kitchen and a TripAdvisor trim to raise equity exposure, adding Jefferies, Caesars, Allergan, Booking.com, MTUM and Labcorp while retaining Treasuries, gold and cash. fourth quarter of 2018 BKNG $126BCZR $6BJEF $10B
