Letters by company
Verizon Communications INC
6 letters discussing VZ. Everything written about it on this site is on its ticker page.
- Claret Asset Management To sell or not to sell, that is the question. Claret Asset Management argues against trying to time an extended bull market, favouring patience in well-managed compounders such as Alimentation Couche-Tard, CGI and Microsoft. It warns that AI infrastructure spending, falling token prices, circular financing and power constraints could turn today’s enthusiasm into an eventual capex correction. Q2.2026 AMZN $2.9TGOOGL $3.6TMETA $1.6T
- GoodHaven Capital Management Annual Report GoodHaven Fund argues that WPX Energy, Birchcliff Energy and Barrick Gold offer discounted exposure to improving commodity fundamentals despite operational setbacks and market skepticism. It trimmed Alphabet and Systemax, added Builders FirstSource, Macy’s and Oaktree Capital, and retained substantial cash amid concerns over expensive passive-index markets. 2017 3804 $54MBIREY $1.9BBLDR $6.7B
- GoodHaven Capital Management Annual Report GoodHaven Fund retained large positions in WPX Energy and Barrick Gold, arguing that lower costs, reduced debt and improved asset portfolios have strengthened both businesses. It maintained cash amid elevated equity valuations, added selectively to Barrick, and warned that heavy flows into passive index funds could leave investors owning expensive securities. fiscal year ended November 30, 2016 BIREY $1.9BFHI $4.8BGOOGL $3.6T
- Pittenger & Anderson 2026 – 2nd Quarter Letter – Happy Birthday America U.S. capital markets, entrepreneurial risk-taking and property rights are presented as the foundations of America’s economic resilience and innovation. Alphabet’s entry into the Dow and strength from Caterpillar and other industrial names illustrate a rotation away from Magnificent Seven leadership, reinforcing the case for durable businesses with real earnings and demand. 2nd Quarter 2026 GOOGL $3.6T
- Riverwater Partners Q3 2025 Small Cap Market Commentary: Bottom of the Lineup, Top of the Charts Small-cap equities are positioned to benefit from AI infrastructure spending and the productivity gains that follow, despite concerns that hyperscalers are overbuilding. Riverwater favors second-order beneficiaries in components, services and infrastructure, while monitoring AI-exposed holdings for weaker lead times, inventory accumulation and supplier guidance cuts. Q3 2025 —
- GoodHaven Capital Management Shareholder Letter GoodHaven Fund attributes its setback to energy, gold and currency-exposed holdings, while arguing that corporate progress and depressed valuations leave the portfolio intact. It sold Exco, trimmed HP and Dundee, added Verizon, Berkshire and Seacor, and retained conviction in WPX, Birchcliff and Barrick amid commodity stress. 2015 3804 $54MBIREY $1.9BDDEJF $240M
