Letters by company

Hsbc Holdings PLC

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

Castlebay Investment Partners Quarterly Investor Letter March 2025 Castlebay Investments argues that tariff uncertainty exposes the cyclicality behind recent strength in banks, miners and oil producers. It reduced AutoZone after valuation became extended, while retaining higher-quality businesses with durable cash generation, strong balance sheets and lower cyclicality. Q1 2025 HSBC $306B