Letters by company

Itochu Corp ADR

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

Berkshire Hathaway 2024 Berkshire Hathaway reported $47.4 billion of 2024 operating earnings, led by insurance underwriting income of $9.0 billion and investment income of $13.7 billion. GEICO’s turnaround, a $171 billion insurance float, and long-term Japanese stakes in five trading companies anchored the discussion, while Berkshire’s per-share market value rose 25.5% versus 25.0% for the S&P 500. 2024 +25.5% ITOCY $91BMARUY $50BMITSF $87BMSBHF $111B
Polaris Capital Management Second Quarter 2026 International Equity Composite Commentary Polaris International Equity Composite bought Fujifilm Holdings, Astor Transformator Enerji and UniCredit while selling HD Hyundai Electric, SKF and Daicel after valuations or execution changed. The portfolio favored underappreciated cash-generative international businesses as AI concentration, sticky inflation and Middle East risks created valuation dislocations; Alibaba, AIA and several Chinese holdings detracted. SECOND QUARTER 2026 +12.3% AAIGF $98BBABA $290BFUJIY $25BIX $43B