Letters by company

Super Micro Computer, Inc.

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

Fiduciary Management Q1 2025 Investment Strategy Outlook FMI argues that stretched technology valuations, fading momentum and erratic US tariff policy have left equities vulnerable to downside shocks. It favors durable, cash-generative businesses at discounts, and identifies FirstCash, Allegion and Sodexo as holdings with defensive or competitively advantaged business models and room for value compounding. Q1 2025 ALLE $13BDBSDF $164BFCFS $9.2B