Letters by company

Ubisoft Entertainment

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

Broyhill Asset Management The Broyhill Letter 2023.Q3 Activision Blizzard’s acquisition by Microsoft closed after UK regulators accepted revised remedies that transferred cloud gaming rights to Ubisoft. Dollar General was stress-tested after operational failures, while Netflix and Dollar Tree were sold and the proceeds redeployed into Dollar General. Third Quarter 2023 DG $29BMSFT $4T