Letters by company

Legacy Housing Corp

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

Glass Lake Wealth Management 3Q 2026 Investment Letter Glass Lake Wealth Management argues that resilient earnings and hyperscaler AI spending have supported equities despite higher yields, while energy-driven inflation and the Iran War threaten the debt-funded AI buildout. It trimmed Legacy Housing and CrowdStrike, added MSCI and PTC, increased fixed-income allocations, and tax-loss harvested CoStar Group. 3Q 2026 AMZN $2.9TCRWD $248BGOOGL $3.4T