Letters by company

Walgreen Company

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

QV Investors Q2 2025 Market Letter QV Investors argues that elevated US equity valuations, fragile consumer demand and speculative market positioning leave little margin of safety despite resilient headline data. It selectively deployed capital during April’s tariff-driven sell-off, while favouring diversification and lower-valued international markets over expensive US equities. Q2 2025 —