Letters by company

Silicon Motion Technology CORP

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

First Eagle Investments Small Cap Opportunity Fund Commentary Small Cap Opportunity Fund emphasized valuation discipline after sharp gains in parts of the portfolio, directing proceeds toward undervalued healthcare, consumer-staples and idiosyncratic opportunities. Semiconductor suppliers Vishay, Silicon Motion, Ultra Clean, Cohu and TTM benefited from AI infrastructure spending, while the fund retained Oil States and Murphy Oil on backlog, specialty positioning and a potentially transformational Vietnam discovery. second quarter 2026 AORT $1.1BCENX $3.6BCOHU $3.5B
Night Watch Investment Management Q2 2026 Update Night Watch added FUTU aggressively, initiated Booking.com and Adyen, and trimmed exposure to cyclical memory beneficiaries as AI-related valuations rose. The firm argues that Dutch employment-tax rules limit stock-based compensation at internationally oriented companies, while Watches of Switzerland is resuming its Rolex-led consolidation playbook after US tariff relief. Q2 2026 WOSG $2.1BADYEY $31BBKNG $118B