Letters by company

Crawford & CO

1 letter discussing CRD-A. Everything written about it on this site is on its ticker page.

Palm Valley Capital Great Expectations Palm Valley Capital Fund added Kelly Services, Seaboard and Heartland Express as wider discounts to estimated value justified raising equity exposure from a cash-heavy posture. The fund sold Crawford & Co. and Helen of Troy, while arguing that speculative asset prices and elevated small-cap valuations warrant discipline despite improving prospects for selected cyclical businesses. Fourth Quarter 2024 CRI $1.1BFPI $501MHTLD $909M