Letters by company

Barnes & Noble Education, Inc.

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

Greenhaven Road Capital Q1 2023 Greenhaven Road Capital assesses portfolio durability through PAR Technology, KKR, Cellebrite and API Group, emphasizing recurring demand, balance-sheet strength and product-driven growth. It added special situations in Lifecore and Barnes & Noble Education, while underwriting Burford Capital’s litigation-finance franchise, fee opportunity and YPF claim recovery. Q1 2023 BUR $772MBNED $400MCLBT $2.9B