Letters by company

Avista CORP

2 letters discussing AVA. Everything written about it on this site is on its ticker page.

Palm Valley Capital Third Quarter 2025 Commentary Palm Valley Capital Fund kept roughly three quarters of assets in cash equivalents while arguing that AI-led mega-cap valuations and small-cap multiples leave little margin for error. It added Teleflex, Robert Half, LKQ, and Avista, sold Seaboard after shares exceeded its valuation, and trimmed precious-metals trusts to manage their weightings. Third Quarter 2025 NVDA $5.8TAVA $3BDOX $6.1B
Palm Valley Capital First Quarter 2025 Commentary Palm Valley Capital Fund kept more than three quarters of assets in cash equivalents while adding starter positions in Forrester Research, Monro, Reynolds Consumer Products and Flowers Foods, citing a split small-cap market and concern over permanent impairment in low-quality companies. It added staffing and trucking exposure, trimmed securities near valuation, and argues fiscal retrenchment and speculation leave investors vulnerable to a fuller market cycle. First Quarter 2025 CRI $1.2BFLO $1.2BFORR $217M