Letters by company

Computacenter plc/ADR

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

Curreen Capital Quarterly Letter, July–September 2026 Curreen Capital sold Green Dot, Siemens Energy and Computacenter after valuations became stretched, reallocating capital toward cheaper opportunities with greater margins of safety. The fund reopened Truecaller after Google improved advertising economics in India and began building Clarivate as a distressed turnaround following its Life Science divestiture. July–September 2026 CLVT $1.1BAAP $2.8BCUUCF $5.3B