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Valuations
| Quarter | Letter Date | Fund Name | Letter | Theme | Tickers | Keyword |
|---|---|---|---|---|---|---|
| 2025 Q4 | Feb 25, 2026 |
GMO (Grantham, Mayo, Van Otterloo & Co. LLC) Jeremy Grantham
|
View | AI, Valuations, Semiconductors, Speculation, Data Centers, Bubbles | 2222.SR, AAPL, AMZN, AVGO, BLK, CSCO, GM, GOOGL, HOOD, META, MSFT, NVDA, ORCL, OWL, PLTR, TSLA, TSM | AI, Bubbles, Data centers, semiconductors, Speculation, technology, valuation |
| 2025 Q4 | Jan 23, 2026 |
Multiple Opal Capital Entities Austin Graff
|
View | Valuations, Diversification, Volatility, Dollar | BIV, DIVZ, IDVZ, IEFA, JEPI, PCHI, UVXY, VEA, VGLT, VGSH, VTV, VXX | diversification, Dollar, ETFs, Europe, international, risk management, Valuations, volatility |
| 2025 Q4 | Jan 26, 2026 |
Davis Financial Fund Chris Davis
|
View | Valuations, Payments, Banking, Capital Markets, P&C Insurance | AXP, BAER.SW, BK, BRK-A, CB, COF, D05.SI, DIS, FI, FITB, JPM, MKL, PNC, RE, RKT, RNR, USB, WFC | Banking, capital, financials, insurance, regulation, returns, value |
| 2025 Q4 | Jan 27, 2026 |
Rainey & Randall Wealth Advisors, Inc. Michael D. Rainey
|
View | AI, Valuations, Rates | - | AI, earnings, growth, international, rates, technology, Valuations |
| 2025 Q4 | Jan 2, 2026 |
Oak Ridge Investments, LLC David M. Klaskin
|
View | AI, Healthcare, Valuations, Technology | CSCO, TGT, WMT | AI, Fed policy, growth, healthcare, technology, Valuations |
| 2025 Q4 | Jan 30, 2026 |
ACR Alpine Capital Research, LLC Nick Tompras
|
View | AI, Valuations | AMZN, GOOGL, META, MSFT | AI, Bubble, P/E Ratios, risk management, technology, Valuations |
| 2025 Q4 | Mar 6, 2026 |
Bireme Capital Evan Tindell
|
View | AI, Valuations, International, Speculation, Institutional Decay | AAPL, BLNK, COST, GOOGL, INTC, META, MSFT, NKLA, NVDA, RIVN, SPCE, TSLA | AI, Bubble, Corruption, Institutional, international, Speculation, Valuations |
| 2025 Q4 | Jan 26, 2026 |
Peapack Private Matthew P.Remo
|
View | AI, Valuations, Geopolitics, Labor Market | AMZN, GOOGL, META, MSFT, ORCL | AI, Economic Growth, geopolitics, Labor Market, monetary policy, technology, Valuations |
| 2025 Q4 | Feb 3, 2026 |
Fidelity Freedom 2055 Fund Brett F Sumsion
|
View | Valuations, Diversification | BAC, GEV, UPS, WFC | asset allocation, diversification, equities, global, target date, Valuations |
| 2025 Q4 | Jan 5, 2026 |
St. James Investment Company Robert J. Mark
|
View | AI, Valuations, Value, ETFs | NVDA | AI, Bubble, ETFs, Market Risk, Passive investing, Probability, Valuations, value |
| 2025 Q4 | Jan 30, 2026 |
Staude Capital – The Global Value Fund Miles Staude
|
View | AI, Valuations, Value, Trade Policy | AA4.L, DNA2.L, DNA3.L, ESP.L, HVPE.L, UTG.L | AI, earnings, global, inflation, Trade Policy, Valuations, value |
| 2025 Q4 | Jan 28, 2026 |
GMO (Grantham, Mayo, Van Otterloo & Co. LLC) Jeremy Grantham
|
View | AI, Valuations, Semiconductors, Speculation, Data Centers, Bubbles | 2222.SR, AAPL, AMZN, AVGO, BLK, CSCO, GM, GOOGL, HOOD, META, MSFT, NVDA, ORCL, OWL, PLTR, TSLA, TSM | AI, Bubbles, Data centers, semiconductors, Speculation, technology, valuation |
| 2025 Q4 | Jan 21, 2026 |
Atherean Value Fund, LP Christopher Gething
|
View | Valuations, Risk Appetite | GOOGL | Economic Growth, inflation, Margin Debt, mid cap, Risk Appetite, small cap, Speculation, Valuations |
| 2025 Q4 | Jan 15, 2026 |
Focus Wealth Management Jeff Hales
|
View | AI, Valuations, Gold | BNS.TO, DRX.L, JWEL.TO, RY.TO, SPB | AI, Bubble, Canada, diversification, gold, Quality, technology, Valuations |
| 2025 Q4 | Jan 28, 2026 |
Fidelity Freedom 2045 Fund Brett F Sumsion
|
View | Valuations, Diversification | BAC, GEV, UPS, WFC | asset allocation, diversification, equities, fixed income, global, Target-Date |