Letters by company

Cantaloupe, INC.

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

Frank Capital Partners Frank Value Fund Q2 2025 Letter to Shareholders Frank Value Fund added to NRG Energy, Vistra and Cantaloupe during tariff-driven volatility, arguing that electricity-demand growth and takeover value were underappreciated. The portfolio also rotated toward consumer staples and added a spinoff expected to benefit from forced selling by index-tracking funds. Q2 2025 NRG $22BVST $54B