Letters by company

Shell plc

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

First Eagle Investments Overseas Fund Commentary Overseas Fund repositioned into international stocks viewed as attractively valued while maintaining a strategic gold allocation against geopolitical and debt risks. Samsung Electronics, Samsung Life, Merck KGaA, Taiwan Semiconductor and Richemont benefited from memory-chip demand, insurance economics, life-science expansion, AI-chip scarcity and resilient luxury demand. second quarter 2026 032830 $41BBABA $270BCFRHF $122B
First Eagle Investments Overseas Equity ETF Commentary Overseas Equity ETF repositioned into international stocks viewed as attractively valued while warning that AI infrastructure spending and US asset prices may be difficult to sustain. It favored Samsung, Merck, Richemont, TSMC and FANUC on earnings and durable franchises, while retaining Shell, Imperial Oil, Agnico Eagle, Jardine Matheson and Wheaton through commodity-price pressure. second quarter 2026 AEM $93BCFRHF $122BFANUF $36B