Letters by company

Henry Schein INC

2 letters discussing HSIC. Everything written about it on this site is on its ticker page.

Upslope Capital Management 2026-Q2 Update Upslope kept long-portfolio turnover low as investors favored AI-linked momentum over defensive cash-flow businesses, while exiting Intel and Hershey after their theses played out and trimming Jack Henry to reduce AI-risk exposure. The fund added Magnum Ice Cream, citing its dominant brands, standalone margin potential, defensive market position and discounted valuation versus Froneri. Q2 2026 MICC $11B
Andrew Hill Investment Advisors The Client Letter Andrew Hill Investment Advisors maintained a defensive tilt through natural gas, healthcare, gold and short-duration fixed income while adding Tesla, Deere, Microsoft, Nvidia and Henry Schein. The firm reduced JPMorgan, Goldman Sachs and Nvidia, avoided most real estate and oil exposure, and argued that inflation, war-related supply shocks and tighter Federal Reserve policy would keep markets volatile. 1st Quarter 2022 AAPL $4.9TDE $179BMSFT $3.9T