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Saga plc

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

Hosking Partners Q3 2026 – Quarterly Report Commentary Hosking Partners argues that AI data-centre investment is creating a capital-heavy, potentially commoditised compute industry. It reduced oil-shipping, energy and memory-semiconductor exposure, while adding selected office-property positions and rotating Japanese gains into smaller deep-value companies. Q3 2026 DHT $4.1BHAFN $5.4BINSW $6.2B