YCG Investments
Our archive holds 3 letters from YCG Investments, behind 3 investment theses. Every quote below is copied verbatim from the letter it came from.
YCG Investments’s own letters pageTheses · 3
- December 2025
Linde is the largest industrial gases company with take-or-pay contracts, dense local distribution moats, inflation protection, and secular volume growth driving rising returns on capital.
Read the full thesis - December 2025
TransDigm is a leading aerospace parts supplier with mission-critical, proprietary, low-cost components that create a durable, high-pricing-power aftermarket annuity and attractive long-term growth.
Read the full thesis - December 2025
Meta Platforms is the largest social network with powerful network effects and AI-driven ad targeting that sustains engagement and monetization across a 3.5 billion-user ecosystem.
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Letter archive · 3
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