Letters by company

Bossard Holding AG

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

Atai Capital Management Q2-2026 Letter Trifast became a larger focus after Atai added to the position, while AstroNova was sold following its acquisition announcement. The manager argues that Trifast’s new leadership has repaired pricing, contracts, costs and operations, leaving a sticky fastener-distribution business with further margin and cash-flow potential. Q2-2026 TRI $154M