Letters by company

Cogeco Inc

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

Bireme Capital May 2023 Investor Letter Bireme Capital increased its community-bank basket, initiated Airtel Africa, retained Bollore through its tender and logistics-sale developments, and added a Sunrun short. It argues for conservatively financed businesses with pricing power as higher rates expose refinancing assumptions and pressure commercial real estate. the first five months of 2023 AAFRF $15BBOL $12BCGECF $317M
Bireme Capital 1Q22 Quarterly Report Bireme Capital warns that tightening monetary and fiscal conditions, rising real yields and weakening corporate margins could trigger an equity-market crash. It increased Netflix to a 5% position after re-underwriting its subscriber setback, retained Cogeco as its largest position, and reinvested in Facebook on valuation grounds. 1Q22 NFLX $511BCGECF $317MFB