Letters by company
Samsung Electronics Co Ltd
2 letters discussing 005930. Everything written about it on this site is on its ticker page.
- Tweedy, Browne Q2 2026 Commentary Global value portfolios added Capgemini and bioMérieux at discounts to intrinsic value, expanded Autotrader, Berkeley Group and Nihon Nohyaku, and trimmed chemicals and holdings nearing value. Tweedy, Browne warns that AI capital spending, stretched US technology valuations and financing excess echo the pre-2000 market, while smaller and mid-cap non-US holdings remain cheaper. Q2 2026 — 005930 $1.2T4368 $2BBMXXY $10BCAPMF $22B
- Polaris Capital Management Second Quarter 2026 Global Equity Composite Commentary Polaris added Adobe, Fujifilm, UniCredit, Cytokinetics and Booking Holdings while exiting MKS, HD Hyundai Electric, SKF and Daicel after valuation targets or disappointing execution. It favors underappreciated, cash-generative international businesses as concentrated growth leadership, sticky inflation and geopolitical risk create valuation dislocations. SECOND QUARTER 2026 +13.3% AAIGF $98BADBE $110BBABA $290BBKNG $158B
