Letters by company

General Electric CO

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

Grey Owl Capital Management Fata Morgana Grey Owl Capital Management treated the fourth-quarter sell-off as a mirage rather than a bear-market signal, citing contained credit-spread widening and healthy market breadth. It used cash from Express Scripts, Zoe’s Kitchen and a TripAdvisor trim to raise equity exposure, adding Jefferies, Caesars, Allergan, Booking.com, MTUM and Labcorp while retaining Treasuries, gold and cash. fourth quarter of 2018 AGN delistedBKNG $157BCZR $6B