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Aoris Q2 2026 letter praises Microsoft's cloud, AI, and enterprise software dominance, citing strong Azure growth, OpenAI partnership, and Copilot integration as key long-term value drivers despite r…
Insiders Fund's Q2 2026 letter reveals reduced conviction in Alphabet due to $80B stock offering funding capex-heavy data center expansion, shifting from cash-generative to capital-intensive model. F…
Jensen Investment Management's Q2 2026 letter discusses new CTAS purchase, noting AI/semiconductor rally outperformed quality stocks. S&P 500 posted strongest quarter in six years, driven by eased Ir…
Giverny Capital's Q2 2026 letter highlights Charles Schwab as undervalued despite strong EPS growth, also praising JPMorgan, Mastercard, and Progressive as quality compounders lagging the index despi…