Letters by company

Asml Holding NV

1 letter discussing ASML. Everything written about it on this site is on its ticker page.

Oakmark Funds Wrong in the right direction Oakmark retained similar weights in Samsung and ASML after revising valuations upward to reflect AI-driven demand for high-bandwidth memory and lithography equipment. It credited Samsung’s memory scale and process leadership, ASML’s EUV-tool monopoly, and Intertek’s board for accepting a private-equity offer that recognized self-help opportunities and execution risks. 2Q 2026 ASML $673BSSNLF delistedIKTSF $12B