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Kesko Oyj

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

Upslope Capital Management 2026-Q2 Update Upslope retained its cheap, defensive long book amid a momentum-driven preference for AI-linked and speculative stocks, while exiting Intel, Hershey and Jack Henry on valuation or risk-management grounds. The fund added Magnum Ice Cream, arguing its global brands, frozen supply chain, standalone margin opportunity and valuation create an attractive defensive investment. Q2 2026 -6.6% MICC $12BCCK $13BCME $99BDPLMF $13B