Letters by company

Vipshop Holdings Ltd

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

Polaris Capital Management Third Quarter 2025 International Equity Composite Commentary Polaris International Equity Composite exited Canadian Tire, Tecnoglass, JDE Peet’s and Mondi after valuation, takeover or operating developments, while adding HD Hyundai Electric and DHL Group for grid-demand and international-logistics exposure. The strategy favors attractively priced cyclicals and defensives over concentrated AI leaders, while retaining selective semiconductor exposure through Samsung Electronics and SK Hynix. Third Quarter 2025 SSNLF $1389T