Letters by company

ARYZTA AG (fka IAWS GROUP PLC)

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

Palm Harbour Capital Letter 2020 Q3 | 246 KB Palm Harbour Global Value Fund retained its value strategy amid pandemic uncertainty and expectations of eventual mean reversion in expensive growth assets. It backed Esprinet after insider buying and strong trading, opposed Danieli’s savings-share conversion terms, and argued that Unieuro’s omnichannel progress and Bayer’s crop-science outlook were underappreciated. third quarter of 2020 0ROF delisted0NFS ARZTF $1.1B