Letters by company

Mercedes-Benz Group AG

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

Regal Partners Global Investments RG1 investor update – Period to June 2026 RG1 added Charles Schwab after AI-related disruption concerns weakened its shares, and sold Samsung and SK Hynix as semiconductor-cycle optimism increased. The portfolio retained European banks as core longs and expanded automotive shorts through Denso and Aisin, citing Chinese competition and pressure on Asian profit pools. June 2026 Quarter —