Hendershot Investments is a quarterly newsletter designed for the long-term investor. We hope you enjoy the past issues. The latest issue is only available to clients and subscribers. To subscribe, click here. We will send a copy of the latest Hendershot Investments newsletter along with an invoice for the $50 annual subscription price.
The September 2026 issue―WHEN THE CHIPS ARE DOWN...―has been emailed to clients and subscribers. This issue discusses the market’s rotation from high-flying semiconductor stocks into software, SaaS and tech-enabled service companies, driven by more attractive valuations, recurring revenues, strong free cash flow and growing investor confidence in the long-term monetization of AI. In addition, this issue includes a new stock, a global technology leader with exceptional growth.
