Letters by company

Entain Plc

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

Davis Advisors Global ADR Davis Global ADR SMA Portfolio Summer Update 2026 Davis Global ADR SMA retained its contrarian Chinese exposure, arguing that sound company fundamentals and low valuations outweigh the market's AI-driven preference for technology leaders. The portfolio discussed Meituan, AIA Group, Entain, Capital One and the Devon Energy combination, while paring selected semiconductor positions on valuation. first half of 2026 —