Letters by company

Cipher Digital Inc.

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

Halvio Capital Q1 2026 Letter Halvio Capital added FP Newspapers, arguing that its share of the Winnipeg Free Press partnership, real estate and net cash provide downside protection despite declining newspaper revenue. The portfolio benefited from Cipher, Mestek, QEP and Beng Kuang Marine, while avoiding SaaS and technology businesses exposed to AI-driven disruption. Q1 2026 FPNUF $5.3MCIFR $3.3BMCCK $490M