Letters by company

Marubeni Corp ADR

2 letters discussing MARUY. Everything written about it on this site is on its ticker page.

Berkshire Hathaway 2024 Letter to Shareholders Berkshire Hathaway credits GEICO’s overhaul, stronger insurance pricing and Treasury Bill income for improved operating earnings, while acknowledging that many operating businesses saw earnings decline. Buffett argues for patient equity ownership, disciplined insurance underwriting and long-term holdings in Japan’s five trading companies, while recounting Forest River founder Pete Liegl’s exceptional stewardship. 2024 ITOCY $94BMARUY $48BMITSF $85B
Polaris Capital Management Second Quarter 2026 International Equity Composite Commentary Polaris International Equity Composite sold HD Hyundai Electric and SKF, added Astor Transformator Enerji, Fujifilm Holdings and UniCredit, and attributed IT strength to demand for memory chips. The portfolio sees concentrated growth leadership, sticky inflation and the Iran truce creating valuation dislocations among cash-generative international businesses. Second Quarter 2026 ENI $85BHDIH IX $40B