Letters by company

Credit Suisse AG

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

Lyrical Asset Management 2025 Global Review Letter Lyrical Global credits bottom-up stock selection and portfolio earnings growth for keeping pace with a market led by mega-cap technology and European banks it avoided. It retained AI beneficiaries NRG Energy, Johnson Controls and Flex, sold United Rentals after it reached intrinsic value, and argues AerCap offers a more resilient financial-services model than banks. 2025 AER $23BFLEX $41BJCI $95B