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Giverny Capital's Q2 2026 letter highlights Progressive Corp (PGR) and mentions JPMorgan as an index constituent with healthy EPS growth but lagging stock price, suggesting a value opportunity amid m…
L1 Capital's Q2 2026 letter praises Amazon's ecommerce execution and AWS growth potential, citing under-appreciated AI chip capabilities (Graviton, Trainium) and long-term structural opportunities de…
Wedgewood Partners' Q2 2026 letter cites Alphabet and Apple as top performers, while noting rising conviction in hyperscalers and semiconductor stocks tied to AI-driven data center and infrastructure…
Wedgewood Partners' Q2 2026 letter names Visa, Alphabet, Apple, TSMC and United Rentals as top quarterly contributors, with Visa's payment volume and value-added services growth highlighted, while th…