LongNVDASep 2026
Nvidia
Nvidia is the dominant supplier of AI compute, with its GPUs, CUDA software, networking products and AI services creating network effects and high switching costs. August results…
Guinness Global Equity Income Fund
Global quality equity income strategy investing in profitable dividend-paying companies with persistently high returns on capital.$6.7B AUM3 published ideas
The fund seeks income and capital growth through global dividend-paying equities. It focuses on profitable companies that have generated persistently high returns on capital over the prior decade and are positioned to pay sustainable dividends.
Ideas from Guinness Global Equity Income Fund
LongDB1Sep 2026
Deutsche Börse AG
Deutsche Börse delivered revenues and EBITDA ahead of consensus, with Securities Services supported by record assets under custody, higher settlement activity, strong debt…
LongTXNSep 2026
Texas Instruments
Texas Instruments reported revenue above the top end of guidance and around 4% ahead of consensus, with year-over-year growth of 23%. Profitability improved as stronger volumes…
Letters covered
- Guinness Global Equity Income Investment Commentary – September 2026September 18, 2026
Source PDFs are not republished here; only extracted ideas and quotes.