Letters by company
Vishay Intertechnology INC
2 letters discussing VSH. Everything written about it on this site is on its ticker page.
- Royce Investment Partners Royce Small-Cap Special Equity Fund Manager Commentary Royce Small-Cap Special Equity favored Vishay Intertechnology, Movado Group, NVE Corporation, Ingles Markets, and Oil-Dri as operating results and demand trends strengthened. It reduced Marcus & Millichap before its later advance and argues that expensive technology and AI spending make entry valuations and neglected small caps increasingly important. Year-to-Date Through 6/30/26 CMC $7BIMKTA $1.6BKEQU $98M
- First Eagle Investments Small Cap Opportunity Fund Commentary Small Cap Opportunity Fund emphasized valuation discipline after sharp gains in parts of the portfolio, directing proceeds toward undervalued healthcare, consumer-staples and idiosyncratic opportunities. Semiconductor suppliers Vishay, Silicon Motion, Ultra Clean, Cohu and TTM benefited from AI infrastructure spending, while the fund retained Oil States and Murphy Oil on backlog, specialty positioning and a potentially transformational Vietnam discovery. second quarter 2026 AORT $1.1BCENX $3.6BCOHU $3.5B
