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