Eastman Kodak CO

• BA Brookfield Asset Management Q3 2026 Brookfield Letter to Shareholders ↗ Brookfield is expanding its permanent-capital and insurance platform while repurchasing shares and deploying capital into real assets, digital infrastructure and operating businesses. It argues that Westinghouse’s nuclear technology and long-term contracted AI infrastructure provide durable opportunities, while private equity will rely on operational improvement and enterprise AI deployment. Q3 2026 —
• PA Pittenger & Anderson 2026 – 2nd Quarter Letter – Happy Birthday America ↗ U.S. capital markets, entrepreneurial risk-taking and property rights are presented as the foundations of America’s economic resilience and innovation. Alphabet’s entry into the Dow and strength from Caterpillar and other industrial names illustrate a rotation away from Magnificent Seven leadership, reinforcing the case for durable businesses with real earnings and demand. 2nd Quarter 2026 GOOGL $3.6T
• KC Kingdom Capital Advisors Q1 2026 Investor Letter ↗ Kingdom Capital Advisors exited TSS, Energous and SunOpta after operating catalysts, contract wins and an acquisition crystallized gains. The portfolio added Alliance Entertainment after an earnings dislocation, while retaining Net Lease Office Properties, United Natural Foods, Magnera and Enviri on asset monetization, capital-allocation and earnings theses. Q1 2026 AENT $252MMAGN $453MNLOP $141M +3

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