Letters by company

Chicken Soup for the Soul Entertainment

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

Greenhaven Road Capital Q1 2020 Greenhaven Road Capital retained major positions in SharpSpring, Digital Turbine and PAR Technology, arguing that their balance sheets, management teams and competitive positions can withstand the pandemic disruption. It added smaller positions in Roku, Pinterest and Carvana while emphasizing businesses with variable costs and sufficient liquidity. Q1 2020 APPS $1.3BKKR $80BPAR $611M
Greenhaven Road Capital Q1 2019 PAR Technology entered the portfolio as management changes, new financing and a payments rollout improved the outlook for its Brink restaurant software business. Digital Turbine was added on the view that carrier relationships and app-install economics can expand, while Fiat Chrysler exposure shifted to long-dated options. Q1 2019 APPS $1.3BPAR $611METSY $6.8B