Letters by company

Mettler Toledo International INC/

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

Mar Vista Investment Partners U.S. Quality Premier Portfolio Commentary U.S. Quality Premier initiated StandardAero and exited Oracle after its appreciation reduced the margin of safety. The portfolio favors AI infrastructure suppliers including Microsoft and NVIDIA, while expecting Mettler-Toledo to benefit from AI-enabled pharmaceutical research. Mar Vista grew more cautious on market valuations, rates and energy costs. third quarter 2026 GEV $274BMSFT $3.9TMTD $31B