Letters by company
Flutter Entertainment plc
2 letters discussing FLUT. Everything written about it on this site is on its ticker page.
- Forager Funds Management Annual Report Forager attributes its opportunity set to passive selling, thematic ETF flows and index inclusion, using market volatility to buy underfollowed companies and trim positions when valuations outrun fundamentals. The International Fund added Comfort Systems and recycled UK holdings, while the Australian Fund backed turnarounds including Catapult, AMA Group and MotorCycle Holdings. 2025 financial year 3697 $1.7B3769 $4.4B4194 $2.6B
- Palm Harbour Capital Letter 2024 Q1 Palm Harbour Capital bought Piraeus Port Authority, citing its cash generation, capacity expansion and recovery potential as trade routes normalize. The fund argues that IGT’s Everi merger creates additional risks but retains substantial value potential, while maintaining conviction in several discounted cash-rich holdings. Q1 2024 GHTI 0NV0 9824 $885M
