Letters by company

Rio Tinto PLC

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

Latitude Investment Management Game of Two Halves Latitude Global Fund avoided semiconductor suppliers, arguing that AI-capex earnings may resemble the mining supercycle, where rising supply and slower demand growth eventually impaired long-term returns. It doubled UnitedHealth after reimbursement and medical-cost trends improved, and added substantially to Cencora following an earnings-estimate miss and guidance increase. Q226 COR $60BMU $1.2TRPRX $34B