Letters by company

Yageo Corporation

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

Kathmandu Capital 2Q26 Letter to Investors Kathmandu Capital concentrated more than half the portfolio in Murata and Yageo, arguing that AI-server demand has created a durable shortage of high-capacitance MLCCs. The firm adopted a hybrid Taiwan trading framework, pairing long-term AI exposure with active sector rotation, technical signals and hedges. second quarter of 2026 YAGOD MRAAY $93B