Letters by company

Mitsui O.S.K. Lines Ltd

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

Asset Value Investors Ltd AVI Global Trust AVI Global Trust trimmed News Corp after its recovery from the AI-driven sell-off and maintained Vivendi despite Universal Music Group’s weak results, citing deep underlying value but limited confidence in management’s margin discipline. The trust added selectively to Korean holdings after the AI and memory sell-off, while AVI agreed to join Pacific Asset Management without changing its investment teams or process. July 2026 VVVNF $1.8BUNVGY $26B