Letters by company

Cementir Holding N.V.

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

Palm Harbour Capital Letter 2024 Q2 | 542 KB Palm Harbour Capital maintained a contrarian value stance against megacap AI enthusiasm and pressed SK Kaken to improve capital allocation and investor relations. The fund introduced Piraeus Port Authority as a competitively advantaged, cash-rich port operator nearing the end of its investment programme, with scope for larger dividends. second quarter 0FHO delisted0OIY $1.7BDLTTF delistedGBSMF delisted