Letters by company

Citibank,N.A./ADR

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

Distillate Capital 2025 Q4 Letter to Investors: What History Says About the Future U.S. equity valuations have outrun free cash flow growth, with market richness concentrated in a small group of mega-cap stocks. Distillate favors cheaper, cash-generative companies with lower leverage across large-cap, small/mid-cap and international strategies, using quarterly rebalancing to rotate from expensive holdings into better-valued names. 2025 Q4 —