St. James Investment Company
St. James Investment Company Value Investor's
Mar 2026 → Sep 2026
Our archive holds 3 letters from this strategy, behind 3 investment theses and positions in 13 companies. Every quote below is copied verbatim from the letter it came from.
3 letters in a year — follow all of St. James Investment Company for every strategy.
Its investment theses
- GilletteSep 2026Gillette dominates the blade market and benefits from brand, product, and distribution advantages that form a moat.
- Intel CorporationSep 2026Intel once had a powerful moat built on x86, manufacturing leadership, branding, and the Wintel ecosystem.
- AMDSep 2026AMD gained share by using a fabless model and efficient Zen chips to challenge Intel's former moat.