Browse the world's most comprehensive database of hedge fund investor letters, sorted by recent quarter. Access primary source research from leading institutional managers.
Browse the world's most comprehensive archive of hedge fund manager letters. Access primary source research from leading institutional managers, sorted by reporting period.
Mayar Capital is refusing to dance to the music of the 'AI Capex Boom,' choosing instead to accept short-term underperformance by staying underweight expensive tech in favor of buying resilient, 'old economy' compounders at attractive valuations.
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Mayar Capital is refusing to dance to the music of the 'AI Capex Boom,' choosing instead to accept short-term underperformance by staying underweight expensive tech in favor of buying resilient, 'old economy' compounders at attractive valuations.
