Letters by company

Avolta AG

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

East 72 Quarterly Report #15: Period to 30 September 2026 Dynasty Trust sold MFF Capital Investments, Viel et Cie and Frasers Group on valuation and acquisition concerns, then added Vopak, Exor, Carlsberg, Heineken and Prada. The portfolio argues that Bolloré should simplify its holding structure and sees Lagardère’s travel retail and publishing cash flows as materially undervalued. Period to 30 September 2026 BOIVF $11BAVOL $8.5BCABGY $20B
East 72 Quarterly Report #14: Period to 30 June 2026 Dynasty Trust added Wise Group after its post-listing selloff, arguing that its cross-border payments model, customer-balance growth and bank-disintermediation potential are underappreciated. The portfolio retains travel exposures and presents EVT Limited as an asset-rich hotel, cinema, property and ski-resort business whose hotel platform is central to closing its valuation discount. PERIOD TO 30 JUNE 2026 AVOL $8.5BWSE $11B