June 30, 2025in Investment Letters0by YCG Team1569 2025 Q2 Investment Letter (Capitalizing on Unregulated Pricing Power) …
December 31, 2024in Investment Letters0by YCG Team3675 2024 Q4 Investment Letter (Tech & Telecom Bubble Redux?) …
March 31, 2024in Investment Letters0by YCG Team1752 Q1 2024 Investment Letter (The Signal in the Noise) …
December 31, 2023in Investment Letters0by YCG Team2142 2023 Q4 Investment Letter (How to Navigate Forward in 2024) …
September 30, 2023in Investment Letters0by YCG Team3263 2023 Q3 Investment Letter (Understanding Return on Invested Capital) …