Letters by company
Corning INC
8 letters discussing GLW. Everything written about it on this site is on its ticker page.
- O'Keefe Stevens Advisory Quarterly Investor Letter Q3 2025 O'Keefe Stevens Advisory cautions that AI and crypto enthusiasm has pushed parts of the market toward speculative pricing while retaining exposure to capital-light infrastructure beneficiaries such as Corning and NVIDIA. The firm sold Donnelley Financial, Lazard and Capstone Copper, started Topgolf Callaway Brands, and found Compass Minerals' new management focused on maintenance, safety and capital discipline. Q3 2025 GLW $136BCMP $964MCSCCY $11B
- Hosking Partners Q2 2026 – Quarterly Report Commentary Hosking Partners took profits in its DRAM memory-semiconductor basket while retaining selective exposure to supply-constrained AI beneficiaries. It added to Sibanye Stillwater, Hikari Tsushin, Japanese value stocks and New York office REITs, arguing that capital discipline and constrained supply favor these holdings over equity-issuing technology companies. Q2 2026 453950 AMAT $404BBESVF $17B
- Auxier Asset Management Auxier Report: Summer 2026 Auxier Focus Fund favored AI-infrastructure suppliers including Corning, Nvidia and Dell while warning that debt-funded data-center expansion, leverage and concentrated momentum exposure could reverse sharply. The portfolio also emphasized durable franchises such as Mastercard, Visa, Bank of New York Mellon, Philip Morris and Alphabet, and cited operational AI savings at UnitedHealth and other insurers. Second Quarter 2026 AMZN $2.7TBNY $3.4BDELL $368B
- Artisan Partners Artisan Global Opportunities Fund Quarterly Commentary Artisan Global Opportunities Fund trimmed AMD and Lam Research after valuations approached target ranges, while retaining conviction in AI infrastructure led by TSMC. It initiated GE Aerospace, Corning, STMicroelectronics and Robinhood, and exited Cencora, Lonza and Medline to redeploy capital toward earlier profit cycles. Q2 2026 AMD $1.1TBAESY $72BINSM $22B
- O'Keefe Stevens Advisory Quarterly Investor Letter Q2 2026 Sotera Health was added after Warburg Pincus exited, leaving a discounted sterilization duopoly with high switching costs, constrained industry capacity and a path toward lower capital spending and litigation risk. Qualcomm and Corning were trimmed and hedged after AI-driven appreciation, while cash remained a major holding as the firm watches software dislocation and broader AI uncertainty. Q2 2026 SHC $5.1BCALY $2.5BGLW $136B
- O'Keefe Stevens Advisory Quarterly Investor Letter Q1 2026 O'Keefe Stevens Advisory kept cash as its largest position, sold Alibaba and Tri Pointe Homes, and trimmed Corning as valuations and AI spending risks widened. The firm initiated Baxter, added to Perrigo and Weyerhaeuser, and argues that security-specific dislocations, rather than macro calls, should govern redeployment. Q1 2026 BABA $270BBAX $13BCALY $2.5B
- EdgePoint Wealth Management This time’s different…right? EdgePoint Wealth Management argues that artificial-intelligence enthusiasm resembles the internet bubble, where genuine technological change did not prevent severe valuation risk. It identifies Qualcomm, Applied Materials, MinebeaMitsumi, Alfa Laval and Brookfield Asset Management as underappreciated ways to benefit from semiconductor demand, data-centre cooling and power needs without paying explicitly for an A.I. thesis. 2nd quarter, 2024 ALFVY $24BAMAT $404BGLW $136B
- O'Keefe Stevens Advisory Quarterly Investor Letter Q2 2024 O'Keefe Stevens initiated Alibaba and Perrigo, arguing that Alibaba's cash generation and China market position outweigh geopolitical and competitive risks, while Perrigo can recover from infant-formula disruption through a relaunch, cost savings and Opill. Qualcomm and Corning were retained as AI beneficiaries, although the firm questioned the durability of hyperscaler capital spending. Q2 2024 BABA $270BPRGO $2BGLW $136B
