Letters by company

BW Offshore Limited

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

Palm Harbour Capital Q1 2026 Letter Palm Harbour Capital sold Solvay and Magnum’s, reallocating capital to a Portuguese logistics business and a Korean eyecare company. It argues that Odet’s control structure and Bolloré dividend could enable further consolidation, and makes the case for Cirsa’s regulated gaming franchises, online expansion and acquisition-led growth. first quarter CIRSA $3.3B082920 $984M0NFS