Letters by company

TVA Group Inc

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

GreensKeeper Asset Management Scorecard #55 – The Mountain GreensKeeper Asset Management added conviction to TVA Group, Intercontinental Exchange and Visa while retaining Richemont and Automatic Bank Services through temporary pressures. The fund exited Lululemon and Novo Nordisk, sold the Mobility Global spin-off, and raised cash as it avoided speculative AI stocks amid rising sovereign-debt and market-liquidity risks. Q3 2026 ABANF $267MCFRHF $126BICE $91B
GreensKeeper Asset Management Scorecard #53 – Grit GreensKeeper increased core holdings during the market selloff and initiated Amadeus IT Group, arguing its travel-distribution and airline-software platforms have durable network effects and switching costs. The fund added to ICON after its accounting investigation-driven decline and continues to back Berkshire Hathaway, Visa, TVA Group and defense contractors on valuation and business-quality grounds. Q1 2026 AMADY $27BABANF $267MBRK.A $1.2T