Letters by company

Millrose Properties, Inc.

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

GDS Investments Client Update, June 2026: Valuation Risk and Opportunity GDS Investments is adding to housing-related Lennar, Floor & Decor and Trex, arguing that higher rates have obscured durable advantages, industry consolidation and long-term demand. It also backs Zoetis as an animal-health leader trading below its business quality, while viewing Rivian’s software, partnerships and leadership as important to its investment case. June 2026 FND $5BLEN $22BRIVN $20B