Letters by company

Roche Holding AG

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

EdgePoint Wealth Management I bet the 8 ball didn't see that one coming EdgePoint Global Portfolio used the April selloff to buy Thermo Fisher Scientific and add to Roche and Alfa Laval while selling holdings with less attractive risk-reward. The commentary argues that resilient base businesses protect capital when a proprietary thesis is delayed or fails, citing Lincoln Electric’s unrealized EV-charger opportunity and subsequent exit. Q4 2025 LECO $14B
EdgePoint Wealth Management Dropping the (crystal) ball EdgePoint Wealth Management argues that forecasting markets on annual earnings estimates is unreliable and instead bases investment decisions on proprietary insights into businesses. It cites Fairfax Financial’s shift toward more predictable cash flows and SAP’s cloud transition, while describing new research into Applied Materials, Roche, Revvity and MinebeaMitsumi. 4th quarter, 2024 SAP $240B