Letters by company
Tjx Companies INC
1 letter discussing TJX. Everything written about it on this site is on its ticker page.
- Bretton Fund 2026 Q2 Shareholder Letter Bretton Fund added to UnitedHealth after its selloff and initiated SAP and Constellation Software, arguing that mission-critical enterprise and niche vertical software are more insulated from AI disruption than investors assume. The fund avoided the expensive AI data-center and memory boom, citing unsustainable capital spending and inflated semiconductor valuations. 2nd Quarter CNSWF $42BGOOGL $4.2TSAP $241B