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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2026 Q2 | Aug 31, 2026 | Meridian Contrarian Fund | 17.8% | - | BB, CACI, CEVA, CRC, PDFS, TRMB | AI, contrarian, Recovery, semiconductors, small caps, SMID Cap, technology, value | CACI TRMB CRC PDFS CEVA BB |
View | |
| 2024 Q4 | Dec 31, 2024 | Fairfax Financial Holdings | - | - | ALS.TO, BB, BRMI.TO, CIB.CA, DXT.TO, EUROB.AT, FFH.TO, FFI.TO, FMCN.TO, JKHL.CO, KW, ORLA.TO, OXY, QUESSCORP.NS, TCIL.NS, ZZZ.TO | Decentralization, Float, India, insurance, Underwriting, value | Record underwriting profits of $1.8 billion on record gross premiums of $33 billion, with combined ratio of 93%. The company operates 26 decentralized insurance companies globally with strong reserve redundancies averaging $0.5 billion per year over eight years. | View | |
| 2023 Q4 | Dec 31, 2023 | Fairfax Financial Holdings | - | - | AAPL, ALS.TO, BB, BIAL.NS, CIBEG.CA, CSBB.NS, DIGIT.NS, EUROB.AT, FORAN.TO, IIFL.NS, JKHL.CM, KW, MSFT, MU, ORLA.TO, OXY, QUESS.NS, STLC.TO, TCIL.NS | global, growth, India, insurance, Investments, real estate, Underwriting, value | Prime Minister Modi has taught the average Indian to dream. The Indian economy is expected to grow at 7% for the foreseeable future, the highest growth rate for a major economy. In the next four years, India is expected to be the third largest economy behind the U.S. and China. Fairfax has significant investments across India including Thomas Cook India, Fairfax India, Digit, Quess, and various portfolio companies through Fairfax India. | View | |
| 2025 Q3 | Oct 20, 2025 | Templeton & Phillips Capital Management | - | - | AAPL, AMD, AMZN, AVGO, BB, BKS, GOOGL, IBM, META, MRVL, MSFT, NOK, NVDA | AI, Capex, credit, industrials, productivity, small caps, technology, value | Managers see AI capex boom creating boom-bust cycle similar to dotcom era, with hyperscalers locked in arms race for AGI. Despite risks, AI investments driving economic growth through multiplier effects and productivity gains. | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Sep 2, 2026 | Fund Letters | Meridian Contrarian Fund | BlackBerry Limited | Software - Infrastructure | Systems Software | Bull | New York Stock Exchange | automotive technology, connected devices, cybersecurity, Embedded Software, Equity, Physical AI, Real-Time Operating System, robotics, turnaround, Value | View Pitch |
| Jul 23, 2026 | Seeking Alpha | Seeking Alpha | BlackBerry Limited | Technology | Cybersecurity | Neutral | New York Stock Exchange | AI, BlackBerry, capital structure, cybersecurity, Gross margin, market growth, Physical AI, Revenue Growth, Share Buybacks, valuation | View Pitch |
| Jul 21, 2026 | Seeking Alpha | Seeking Alpha | BlackBerry Limited | Technology | Software and Services | Neutral | New York Stock Exchange | AI growth, Automotive Software, BlackBerry, Competition, cyclical industry, geopolitical tensions, market cap, QNX, secure communications, valuation | View Pitch |
| Apr 26, 2026 | Seeking Alpha | Seeking Alpha | BlackBerry | Technology | Software and Services | Bull | New York Stock Exchange | AI and robotics, Arctic Wolf Equity, BlackBerry, convertible debt, IoT, Malikie Patent Deal, Nvidia partnership, operational discipline, Secure Comms, Strategic turnaround | View Pitch |
| Manager Name | Fund Name | Fund AUM | Invested Value | Portfolio Weight | Shares Owned | Shares Bought / Sold During Quarter | % Bought / Sold During Quarter | % of Shares Outstanding Owned |
|---|---|---|---|---|---|---|---|---|
| No investor data available. | ||||||||