December 31, 2025in Investment Letters0by YCG Team354 2025 Q4 Investment Letter (Focused on the Long-Term, and TransDigm, Linde and Meta) …
June 30, 2025in Investment Letters0by YCG Team1496 2025 Q2 Investment Letter (Capitalizing on Unregulated Pricing Power) …
March 31, 2025in Investment Letters0by YCG Team3181 2025 Q1 Investment Letter (Rock Solid Thesis: The case for owning the Aggregates …
December 31, 2024in Investment Letters0by YCG Team3628 2024 Q4 Investment Letter (Tech & Telecom Bubble Redux?) …
December 31, 2023in Investment Letters0by YCG Team2077 2023 Q4 Investment Letter (How to Navigate Forward in 2024) …
September 30, 2023in Investment Letters0by YCG Team3169 2023 Q3 Investment Letter (Understanding Return on Invested Capital) …
