Letters by company
United Overseas Bank Limited
1 letter discussing UOVEF. Everything written about it on this site is on its ticker page.
- Tweedy, Browne Tweedy, Browne Funds Commentary, Q2 2026 Tweedy, Browne Funds added Capgemini and bioMérieux at discounts to conservative intrinsic-value estimates, while trimming chemicals holdings and positions approaching estimated value. The managers warn that AI-led capital spending, elevated technology valuations and speculative market behavior resemble conditions preceding the 2000 technology bubble. Q2 2026 —
