Letters by company

Fiserv CDR (CAD Hedged)

1 letter discussing FI. Everything written about it on this site is on its ticker page.

Patient Capital Management 4Q25 Portfolio Activity and Attribution Patient Opportunity Equity Strategy added long-dated Biogen calls, Chime and Fiserv while exiting Angi, citing Biogen’s Alzheimer’s pipeline, Chime’s underserved-consumer banking platform and Fiserv’s reset under new leadership. The strategy argues that health-care holdings remain undervalued and that idiosyncratic stock selection, rather than AI exposure, drives its edge. fourth quarter of 2025 +6.0% BIIB $33BCHYM $12BCOIN $45BFBTC