If Everybody Knows It's a Bargain, Where's the Alpha?; Company Updates
Large active managers cluster in Visa, Mastercard, S&P Global, FICO, Alphabet, Meta and Berkshire, challenging alpha in widely owned…
NYSE
Garmin LTD
GRMN
1 story
$53B Market cap · 2026-10-30
Investor Letters
Letters that discuss GRMN.
- Artisan Partners Artisan International Value Fund Quarterly Commentary third quarter 2026 ABBNY $155BAMRZ $22BDANOY $46B
- Andrew Hill Investment Advisors 2026.Q2 Performance Recap: Navigating a Narrow Rally & Shifting Commodities second quarter of 2026 AAPL $5.1TADP $116BBLKB $2.4B
- Andrew Hill Investment Advisors 2026 Q3 Client Letter third quarter of 2026 AAPL $5.1TADP $116BANET $231B
- Andrew Hill Investment Advisors 2025.Q1 Client Letter 2025.Q1 AAGC $0.9MAAPL $5.1TAMZN $2.6T
- Andrew Hill Investment Advisors 2024.Q4 Client Letter 2024.Q4 AAPL $5.1TAMZN $2.6TANET $231B
- Andrew Hill Investment Advisors 2024 Q1 Client Letter 1st Quarter of 2024 CEG $92BDELL $302BEQT $34B
- Andrew Hill Investment Advisors The Client Letter 1st Quarter 2023 AAPL $5.1TANET $231BDE $177B
- Andrew Hill Investment Advisors Q1 2026 Client Letter 2026.Q1 AAPL $5.1TEQT $34BGEV $234B
- Andrew Hill Investment Advisors 2nd Quarter Recap - Ending Up, After A Wild Ride second quarter of 2025 YETI $3.1B
- Andrew Hill Investment Advisors 2024.Q2 Client Letter second quarter of 2024 AAPL $5.1TANET $231BCEG $92B
- Andrew Hill Investment Advisors Hurricane Ian Edition of the Client Letter/4Q2022 Q3 2022 NEE $170BTSLA $1.6T
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