Letters by company

Constellation Brands, INC.

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

Matrix Asset Advisors Capital Markets Commentary and Quarterly Report: 3rd Quarter 2026 Matrix Asset Advisors initiated Uber Technologies after autonomous-vehicle fears lowered its valuation, added to TE Connectivity and Qualcomm, and exited Nike and Intuit for more timely opportunities. The firm extended bond maturities modestly after higher Treasury yields, while warning that AI capital spending, elevated rates and weak housing could constrain growth. 3rd Quarter 2026 NKE $56BUBER $135B