Letters by company

Merck KGaA ADR

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

Auxier Asset Management Auxier Report: Summer 2026 Auxier Focus Fund favored AI-infrastructure suppliers including Corning, Nvidia and Dell while warning that debt-funded data-center expansion, leverage and concentrated momentum exposure could reverse sharply. The portfolio also emphasized durable franchises such as Mastercard, Visa, Bank of New York Mellon, Philip Morris and Alphabet, and cited operational AI savings at UnitedHealth and other insurers. Second Quarter 2026 AMZN $2.7TBNY $3.4BDELL $368B
Laughing Water Capital H1 2026 Laughing Water Capital redeployed after the acquisitions of Theravance Biopharma, Avanos Medical and SECURE Waste Infrastructure, leaving cash available for event-driven opportunities. The portfolio added AnaptysBio ahead of its GSK litigation, while maintaining conviction in Liquidia, Nextnav, Lifecore and Stride despite regulatory, legal or operational overhangs. Q2 of 2026 ANAB $1.4BGSK $95BLFCR $244M