Letters by company
Capstone Copper Corp./ADR
2 letters discussing CSCCY. Everything written about it on this site is on its ticker page.
- O'Keefe Stevens Advisory Quarterly Investor Letter Q3 2025 O'Keefe Stevens Advisory cautions that AI and crypto enthusiasm has pushed parts of the market toward speculative pricing while retaining exposure to capital-light infrastructure beneficiaries such as Corning and NVIDIA. The firm sold Donnelley Financial, Lazard and Capstone Copper, started Topgolf Callaway Brands, and found Compass Minerals' new management focused on maintenance, safety and capital discipline. Q3 2025 GLW $136BCMP $964MCSCCY $11B
- Third Avenue Management Value Fund Third Avenue Value Fund argues that easyJet’s aircraft, slots and net cash support its takeover appeal, while Paltac’s warehouse network underpins Medipal’s tender offer. The fund added thyssenkrupp, citing discounted asset value and a multiyear separation plan, and retains offshore-energy exposure on energy-security and inventory-rebuilding demand. three months ended June 30, 2026 6951 $2.5BESYJY $5.2BHRBAY $1.1T
