Letters by company

Sogefi S.p.A.

1 letter discussing 0NV0. Everything written about it on this site is on its ticker page.

Palm Harbour Capital Letter 2024 Q1 Palm Harbour Capital purchased Piraeus Port Authority, citing its cash generation, balance sheet and capacity expansion, while selling two undisclosed positions after operational problems worsened. The portfolio case centers on discounts at Ocean Wilsons, Japanese cash-rich companies and International Games Technology, where a planned Everi merger is expected to separate the lottery business despite added execution and concession risks. first quarter GHTI 0FHO delisted0NV0 0ONR delisted