Letters by company

Capstone Copper Corp./ADR

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

Third Avenue Management Value Fund Q226 Third Avenue Value Fund added thyssenkrupp, exited Ayala and Compañía Sud Americana de Vapores, and argues that its restructuring can surface value from standalone businesses. The fund links takeover approaches for easyJet and Paltac to tangible assets, net cash and hard-to-replicate operating networks, while maintaining its offshore-energy thesis. Q226 +1.3% 8283 $2.5BESYJY $5.1BTKAMY $9B6856 $6.2B
O'Keefe Stevens Advisory Quarterly Investor Letter Q3 2025 O'Keefe Stevens Advisory warns that AI-related capital spending and crypto speculation require valuation discipline, using Corning’s dot-com history to frame the risk. The portfolio exited Donnelley Financial, Lazard and Capstone Copper, initiated Topgolf Callaway Brands, and retained Compass Minerals after a Goderich mine visit. Q3 2025 — GLW $131BCMP $1BCSCCY $13BDFIN $1.2B