St. James Investment Company
Dec 2024 → Sep 2026 · Publishes quarterly · 2 funds
Our archive holds 9 letters from St. James Investment Company, behind 3 investment theses. Every quote below is copied verbatim from the letter it came from.
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9
Letters
0
Companies
0
Moves
3
Theses
Theses · 3
- September 2026
Gillette dominates the blade market and benefits from brand, product, and distribution advantages that form a moat.
Read the full thesis - September 2026
Intel once had a powerful moat built on x86, manufacturing leadership, branding, and the Wintel ecosystem.
Read the full thesis - September 2026
AMD gained share by using a fabless model and efficient Zen chips to challenge Intel's former moat.
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Letter archive · 9
2026
2025
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