Mar Vista Investment Sold Fanuc Corporation (FANUY) in Q2
In its second quarter 2025 investor letter, Mar Vista Global Quality Strategy highlighted stocks such as Fanuc Corporation (OTC:FANUY). Headquartered in Yamanashi, Japan, Fanuc Corporation (OTC:FANUY) provides factory automation products. The one-month return of Fanuc Corporation (OTC:FANUY) was -3.64%, and its shares lost 11.95% of their value over the last 52 weeks. On July 10, 2025, Fanuc Corporation (OTC:FANUY) stock closed at $12.77 per share, with a market capitalization of $23.832 billion.
Mar Vista Global Quality Strategy stated the following regarding Fanuc Corporation (OTC:FANUY) in its second quarter 2025 investor letter:
"We sold our small position in Fanuc Corporation (OTC:FANUY) to raise capital to bring GE Aerospace. Moreover, automation equipment was approaching a cycle low prior to the announcement of tariffs on Japan and other Asian nations. We felt it appropriate to neutralize the risk of a trade war by replacing Fanuc with an investment that was less impacted."
A robotics technician in a clean room programming a CNC series product.
Fanuc Corporation (OTC:FANUY) is not on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 1 hedge fund portfolios held Fanuc Corporation (OTC:FANUY) at the end of the first quarter, compared to 1 in the previous quarter. While we acknowledge the potential of FANUY as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.
In addition, please check out our hedge fund investor letters Q2 2025 page for more investor letters from hedge funds and other leading investors.
READ NEXT: The Best and Worst Dow Stocks for the Next 12 Months and 10 Unstoppable Stocks That Could Double Your Money.
Disclosure: None. This article is originally published at Insider Monkey.
Hashtags
Try Our AI Features
Explore what Daily8 AI can do for you:
Comments
No comments yet...
Related Articles
Business Upturn
12 hours ago
- Business Upturn
Why China is pursuing Taiwan: Geopolitical objectives, potential outcomes, and public theories explained
Over the past decade, China's rhetoric, military build-up, diplomatic pressure, and policy strategy surrounding Taiwan have intensified—leading many to question whether a full-scale capture of Taiwan is inevitable. This analysis explores China's motivations, what would change if control is established, and the dominant geopolitical narratives discussing this issue. 1. Historical and ideological roots Civil War legacy: Taiwan is governed by the Republic of China (ROC), which emerged victorious in a 1912–1949 civil war. China's Communist Party established the People's Republic of China (PRC) in 1949 and has never renounced the use of force to bring Taiwan under Beijing's jurisdiction. Article 8 of China's 2005 Anti‑Secession Law formalizes this. National reunification principle: The PRC's official policy—'one China' and Xi Jinping's 'peaceful reunification' under the 'one country, two systems' framework—frames Taiwan as a breakaway province rather than a separate international entity. Political legitimacy: Taiwanese unification is a powerful domestic symbol for the CCP, often used in propagating nationalism and consolidating Xi's political mandate internal to China. 2. Strategic and economic incentives a. Strategic position and power projection Military anchoring in the First Island Chain: Taiwan sits on the so-called 'first island chain,' providing strategic depth in the Western Pacific. Controlling it would significantly extend China's naval and air capabilities, reducing US forward-operating access. Maritime chokepoint control: The Taiwanese straits are adjacent to vital shipping lanes—roughly 60 per cent of Asian maritime trade flows through nearby corridors. Chinese dominance over Taiwan would strengthen its hold over the South China Sea's commercial arteries. b. Technological and economic gain Semiconductor supremacy: Taiwan is home to TSMC, the world's largest semiconductor foundry, responsible for over 50 per cent of global chip fabrication. Full integration could accelerate China's ambitions in semiconductor independence and technological parity. Supply chain control: Taiwan plays a central role in global supply chains—particularly in electronics and green technology manufacturing. Its absorption would give China a critical advantage in these sectors. 3. What would change if China controls Taiwan? a. Shifts in global security and balances of power Decline of US strategic influence in Asia: Losing Taiwan would seriously weaken Washington's ability to project force in the Western Pacific and could unravel alliances with Japan, Korea, and Australia. Expansion of China's 'kill‑chain' reach: Models show that with Taiwan under PRC control, air-and-missile denial coverage expands, forcing US bases like Guam or the Philippines to operate at reduced effectiveness. b. Global economic fallout Unprecedented disruption: Even a brief conflict or aggressive blockade over Taiwan could cost the world economy over $10 trillion—short-term shocks similar to, or bigger than, the Ukraine war or 2008 financial crisis. Impact on capital and technology: Taiwan is a key conduit for foreign-invested capital and advanced microelectronics. Its loss could throttle foreign inflows, affecting Beijing's broader innovation-driven growth strategy. c. Political and cultural consequences Erosion of democratic autonomy: Taiwan's integration would mean dissolving its democratic institutions, curtailing civil liberties, and subsuming it under the PRC's authoritarian model—something sharply resisted by approximately 90 per cent of Taiwanese people. Continued 'political warfare': China would likely escalate its cognitive warfare campaigns—disinformation, political infiltration, propaganda—aimed at conditioning Taiwanese public opinion to accept Beijing's supremacy. 4. Public and strategic theories on Beijing's motivations Theory / Framework Key Idea Source Great Power Assertion Annexing Taiwan reinforces China's self-declared status as a leading global power, challenging the U.S.-led world order. Reddit , Wikipedia , Barron's 'Cognitive Warfare' Mastery Over time, China could annex Taiwan without force by eroding public will through propaganda and election manipulation. TIME , Wikipedia 'Anaconda Strategy' Beijing applies gradual diplomatic, economic, and military pressure to strangle Taipei's autonomy before physically seizing control. Council on Foreign Relations , Small Wars Journal Premptive Window Strategy Some Western analysts argue China might strike before U.S. internal political changes reduce deterrence or alliances weaken. Reddit , , Domestic Consolidation Taiwan serves as a rallying symbol at home, diverting attention from domestic issues and strengthening leadership legitimacy. Reddit , Small Wars Journal 5. Challenges and limits to a Taiwan takeover Massive military cost and human toll: Models show an amphibious invasion would be extraordinarily difficult—due to Taiwan's terrain, US and allied intervention, and Taiwan's own reserve mobilization plan. Economic blowback: China would face isolation from global markets, capital outflows, and loss of critical technology access—particularly in high-end semiconductors and foreign investment. Domestic risk amid PLA reforms: Xi's ongoing military leadership reshuffle raises questions about the People's Liberation Army's readiness for such a complex operation. 6. What the international community is doing US deterrence doctrine: US policymakers advocate a 'reassure and deter' framework—maintaining ambiguous support for Taiwan's defense while discouraging aggressive PRC action. Allied formation in the Indo-Pacific: Countries like Australia and Japan have pledged closer defense cooperation. A US congressional delegation is visiting Taiwan to reaffirm support. Taiwan civilian readiness: Under the 'Territorial Defense Force' model, Taiwan is enhancing its reserve system and investing in low-cost mobile defense weapons to make occupation prohibitively costly. Conclusion China views Taiwan as integral to its national identity and global power projection plan, but control requires overcoming immense global and domestic resistance. Economic gain and strategic depth are key motivators, yet the full takeover presents massive economic and geopolitical costs, including undermining Beijing's longer-term modernization strategy. Multiple scholarly frameworks—from great power theory to cognitive and political warfare—explain why China may pursue Taiwan even short of war. International deterrents and Taiwan's own resilience planning are central to preventing conflict, although no one can accurately predict Beijing's next move. Ahmedabad Plane Crash Vipul Sipani is a qualified IT professional with over eight years of active working experience. He is a trained web technologist and a certified Ethical Hacker v8 security analyst. Vipul has also been a consultant with the detection and prevention of cyber crimes, with the Cyber Crime Investigation Cell (CCIC) of Rajasthan State Police. Vipul is currently working as editor-in-chief at and he is reachable on [email protected]
Business Upturn
21 hours ago
- Business Upturn
RECKITT (RBGLY) URGENT DEADLINE ALERT: Bragar Eagel & Squire, P.C. Announces that a Class Action Lawsuit Has Been Filed Against Reckitt Benckiser Group plc and Encourages Investors to Contact the Firm
Bragar Eagel & Squire, P.C. Litigation Attorney Brandon Walker Encourages Investors Who Suffered Losses In Reckitt (RBGLY) To Contact Him Directly To Discuss Their Options If you purchased or acquired securities in Reckitt between January 13, 2021, and July 28, 2024 and would like to discuss your legal rights, call Bragar Eagel & Squire partner Brandon Walker or Marion Passmore directly at (212) 355-4648. NEW YORK, Aug. 02, 2025 (GLOBE NEWSWIRE) — Bragar Eagel & Squire, P.C., a nationally recognized stockholder rights law firm, announces that a class action lawsuit has been filed against Reckitt Benckiser Group plc ('Reckitt' or the 'Company') (OTC:RBGLY) in the United States District Court for the Southern District of New York on behalf of all persons and entities who purchased or otherwise acquired Reckitt securities between January 13, 2021, and July 28, 2024, both dates inclusive (the 'Class Period'). Investors have until August 4, 2025 to apply to the Court to be appointed as lead plaintiff in the lawsuit. Click here to participate in the action. Reckitt is a United Kingdom-based, global consumer goods company. To date, over 500 state and federal products liability lawsuits have been filed against Reckitt and its competitor, Abbott Laboratories ('Abbott'), claiming that they failed to adequately warn that premature infants consuming cow milk-based formulas, such as Reckitt's Enfamil and Abbott's Similac, have an increased risk of developing necrotizing enterocolitis ('NEC'), a life-threatening intestinal disease that affects premature or low birth weight infants. The Class Action alleges that, during the Class Period, Defendants made misleading statements and omissions regarding the Company's business, financial condition, and prospects. Specifically, Defendants failed to warn investors and consumers: (1) that preterm infants were at an increased risk of developing NEC by consuming Reckitt's cow's milk-based formula, Enfamil; (2) of the attendant impact on Reckitt's sales of Enfamil and Reckitt's exposure to legal claims; and (3) as a result of the above, Defendants' positive statements about the Company's business, operations, and prospects were materially false and misleading and/or lacked a reasonable basis at all relevant times. If you purchased or otherwise acquired Reckitt shares and suffered a loss, are a long-term stockholder, have information, would like to learn more about these claims, or have any questions concerning this announcement or your rights or interests with respect to these matters, please contact Brandon Walker or Marion Passmore by email at [email protected], telephone at (212) 355-4648, or by filling out this contact form. There is no cost or obligation to you. About Bragar Eagel & Squire, P.C.: Bragar Eagel & Squire, P.C. is a nationally recognized law firm with offices in New York, California, and South Carolina. The firm represents individual and institutional investors in commercial, securities, derivative, and other complex litigation in state and federal courts across the country. For more information about the firm, please visit . Attorney advertising. Prior results do not guarantee similar outcomes. Follow us for updates on LinkedIn, X, and Facebook, and keep up with other news by following Brandon Walker, Esq. on LinkedIn and X. Contact Information: Bragar Eagel & Squire, Walker, Passmore, Esq.(212) 355-4648 [email protected]
Yahoo
a day ago
- Yahoo
Gold demand in key Asian hubs improves amid price correction
By Rajendra Jadhav and Anmol Choubey (Reuters) -Physical gold demand in key Asian markets improved slightly this week as a pullback in prices sparked buying interest, though volatility kept some buyers cautious. Spot gold hit its lowest level in a month on Wednesday and was headed for third consecutive weekly loss. [GOL/] Invest in Gold Thor Metals Group: Best Overall Gold IRA Priority Gold: Up to $15k in Free Silver + Zero Account Fees on Qualifying Purchase American Hartford Gold: #1 Precious Metals Dealer in the Nation "This week, footfall was better than last week. Buyers were inquiring about price trends and making small purchases," said a Pune-based jeweller. Domestic gold prices were trading around 97,700 rupees per 10 grams on Friday after rising to 100,555 rupees last week. Discounts offered by Indian dealers narrowed to as much as $7 an ounce over official domestic prices, inclusive of 6% import and 3% sales levies, compared to up to $15 last week. Jewellers were keen to make purchases to replenish inventory after a correction in overseas prices, but a significant drop in the rupee offset the impact of the price fall to an extent, said a Mumbai-based bullion dealer with a private bank. India's gold consumption in 2025 is set to fall to a five-year low, as record-high prices are denting jewellery purchases, the World Gold Council said on Thursday. In China, dealers quoted gold in a wide range, between a discount of $4.2 and a premium of $12 per ounce above international rates. "China appears to slightly buy the dip in gold... trading volume for the physical proxy contract AU9999 on the Shanghai Gold Exchange has been on the rise (11 tons traded yesterday), reflecting a renewed interest in the metal," said Hugo Pascal, a precious metals trader at InProved. In Hong Kong gold was sold at par to a $1.50 premium, while Singapore prices ranged from par to a $1.40 premium. In Japan, bullion was sold at par to a premium of $0.60. "There was lots of demand to buy if the price dropped even slightly. Regardless of the Japan-U.S. trade deal, gold is being purchased as an asset class amid low interest rates," a Japan-based trader said. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
