Generation
Our archive holds 5 letters from Generation, behind 7 investment theses and positions in 2 companies. Every quote below is copied verbatim from the letter it came from.
Generation’s own letters pageCompanies held · 2
Every company Generation has disclosed a position in across our archive, with the letter that last mentioned it.
- Charles SchwabJul 2026
- Texas InstrumentsJul 2026
Theses · 7
- July 2026
West Pharmaceutical Services makes injectable-drug packaging components and is attractive for its entrenched market share, regulatory and biologics tailwinds, high margins, and strong management.
Read the full thesis - March 2026
Sika is a specialty chemicals company with mission-critical products, strong competitive advantages, and long-term growth tailwinds in construction and infrastructure.
Read the full thesis - December 2025
Adyen is a differentiated global payments platform with a unified modern stack, scale, and long-term culture that create durable moats, improving performance, and a long runway across omni-commerce and embedded finance.
Read the full thesis - March 2025
Agilent is well-positioned for growth due to its strong market position in analytical instruments, resilient recurring revenue streams, and emerging demand drivers, despite short-term challenges from economic uncertainty.
Read the full thesis - December 2024
ASML is a critical player in the semiconductor industry with a near-monopolistic position in lithography equipment
Read the full thesis - December 2024
Becton Dickinson is a stable US medical device company with a 60% market share
Read the full thesis - December 2024
Kingspan is a global leader in high-performance insulation solutions with strong growth potential due to low market penetration
Read the full thesis
Letter archive · 5
Funds · 3
- Generation IM2
- Generation Investment Management2
- Generation IM Global Equity Strategy1
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