Letters by company

Hermès CDR (CAD Hedged)

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

Wedgewood Partners Bad Moon Rising Wedgewood added TJX Companies and Hermès, increased Amazon, and sold Copart while trimming Meta Platforms. The portfolio argues that Microsoft, Meta, Apple, Amazon, and Motorola Solutions can compound returns on AI investment, while Toll Brothers, Old Dominion, Taiwan Semiconductor, Hermès, and United Rentals retain durable operating advantages despite market pressure. Third Quarter 2026 MSI $74BAAPL $5TAMZN $2.8T