Letters by company

Glencore plc/ADR

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

ByteTree ByteTree Quarterly Investor Letter - Q2 2026 ByteTree's Multi-Asset Investor cut Glencore, Hiscox, Harbour Energy and blockchain equities, while adding Berkshire Hathaway and other value situations. Charlie Morris argues that concentrated semiconductor enthusiasm, margin debt and geopolitical disruption favour diversification, with a cautious stance on gold and a possible exit from oil exposure. Q2 2026 —