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WorldCom, Inc

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

YCG Investments Q2: Why owning quality businesses matters more than ever. YCG argues that the AI investment boom has created an expensive, concentrated market vulnerable to the capital-cycle pattern of overbuilding and collapsing returns. It favors global “toll-taker” businesses with constrained supply, recurring revenue and durable pricing power, while buying quality companies sold off to fund AI speculation. quarter ended June 30, 2026 AMZN $2.9TMETA $1.6TMSFT $4T