Letters by company

NetApp, Inc.

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

Lyrical Asset Management 2025 Global Impact Value Equity Strategy (GIVES) Review GIVES attributed its year to earnings growth across undervalued holdings, while avoiding mega-cap growth stocks and crowded sustainability names. The strategy pressed Wesco to measure and disclose Scope 3 emissions, and expects valuation gaps between value stocks, smaller companies and mega-caps to narrow over time. 2025 6091 $83MAPTV $9B