Letters by company

Vestas Wind Systems AS

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

Harry Qelm Baabsman 2026 Half-year Investment portfolio report The Steppe Eagle added Accenture, Salesforce, Lululemon, Uber, ServiceNow, Adobe, Zoom and DocuSign after new capital diluted existing position weights, using incremental purchases as prices fell. It retains Alphabet despite concerns over mega-cap concentration, sees value in software and clean energy, and sets out long-term cases for Salesforce, Uber, Shopify, Zoom, solar businesses and other holdings. 2026 Half-year ACN $150BADBE $92BCRM $179B
Shelton Capital Management Sustainable Equity Commentary The Shelton Sustainable Equity Fund attributed outperformance versus its environmental benchmark to stock selection, country positioning and style exposure, led by China, the United States, Hong Kong and Korea. Aramark, Valmont Industries, Siemens and Warby Parker aided both comparisons, while Bunge Global, Teledyne Technologies, CF Industries and AECOM detracted. 2Q 2026 —