- Market Commentary YCG Investments argues that investors are abandoning durable, non-AI businesses for expensive technology stocks and that portfolio value should be judged by operating results rather than quotations. It added Deutsche Börse and Ferrovial for their exchange and toll-road monopolies. It also reassessed FICO after FHFA changes strengthened VantageScore's competitive position. Q3 2026 0K36 AMZN $2.9TAON $73B
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