Letters by company
Kyocera CORP
2 letters discussing KYOCF. Everything written about it on this site is on its ticker page.
- Oldfield Partners Overstone World All Cap Equity Fund 2Q 2026 Commentary Overstone World All Cap Equity Fund sold Samsung and SK Inc. too early, while retaining Stellantis and Barratt Redrow on the view that restructurings, low valuations and durable industry economics are underappreciated. The fund views easyJet’s recommended takeover price as failing to reflect its fleet, landing slots and profit potential. 2Q 2026 BTRW $6.1BESYJY $6.8BSTLA $12B
- Hosking Partners Q2 2026 – Quarterly Report Commentary Hosking Partners took profits in its DRAM memory-semiconductor basket while retaining selective exposure to supply-constrained AI beneficiaries. It added to Sibanye Stillwater, Hikari Tsushin, Japanese value stocks and New York office REITs, arguing that capital discipline and constrained supply favor these holdings over equity-issuing technology companies. Q2 2026 453950 AMAT $314BBESVF $13B
