Letters by company
SK hynix Inc.
6 letters discussing SKHY. Everything written about it on this site is on its ticker page.
- 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
- Polaris Capital Management Second Quarter 2026 International Equity Composite Commentary Polaris International Equity Composite bought Fujifilm Holdings, Astor Transformator Enerji and UniCredit while selling HD Hyundai Electric, SKF and Daicel after valuations or execution changed. The portfolio favored underappreciated cash-generative international businesses as AI concentration, sticky inflation and Middle East risks created valuation dislocations; Alibaba, AIA and several Chinese holdings detracted. SECOND QUARTER 2026 +12.3% AAIGF $98BBABA $290BFUJIY $25BIX $43B
- Polaris Capital Management First Quarter 2026 Global Equity Composite Commentary Polaris Global Equity Composite benefited from energy, technology, materials and utilities as the Strait of Hormuz closure reshaped sector leadership. The portfolio exited Methanex, Sally Beauty, UnitedHealth and Capgemini, then initiated Eastman Chemical and Ryanair on valuation, cost-cutting and supply-demand catalysts. FIRST QUARTER 2026 +5.9% CAPMF $22BDNBBF $48BE $86BMEOH $4.5B
- Wedgewood Partners Are Hyperscalers Still Magnificent? Wedgewood Partners increased Alphabet, Amazon, Meta Platforms and Microsoft, arguing that their AI infrastructure spending is supported by high-return core businesses and investments that hedge DRAM cost inflation. The firm initiated Hermès, citing its artisan-led supply constraints, durable brand equity and pricing power, while trimming several large technology positions to maintain concentration limits. Second Quarter 2026 +9.4% HRMS AMZN $2.8TGOOGL $4.2TMETA $1.4T
- Hayden Capital Quarterly Letter 2026 | Vol. 1 Hayden Capital argues that the AI infrastructure trade has created attractive valuations in internet and fintech platforms, where incumbents can use proprietary data to capture AI’s value. It adds to Sea Ltd and Unity, citing Shopee’s VIP and logistics flywheel and Unity’s Vector advertising platform under new leadership. Q1 2026 -28.3% SE $72BU $20BAMZN $2.8TAPP $102B
- Polaris Capital Management First Quarter 2026 International Equity Composite Commentary Polaris International Equity Composite sold Methanex after it reached its valuation target, exited Capgemini as the outsourcing thesis weakened, and initiated Ryanair after an oil-driven selloff. The portfolio favors international diversification, financial holdings that benefit from higher rates, and quality companies trading at dislocated valuations. FIRST QUARTER 2026 +5.1% MEOH $4.5BRYAAY $29BBABA $290BBABWF $26B
