Letters by company

Haivision Systems Inc

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

Atai Capital Management Q2-2026 Letter Trifast became a larger focus after Atai added to the position, while AstroNova was sold following its acquisition announcement. The manager argues that Trifast’s new leadership has repaired pricing, contracts, costs and operations, leaving a sticky fastener-distribution business with further margin and cash-flow potential. Q2-2026 TRI $154M
Atai Capital Management Q1-2026 Letter Atai Capital trimmed Haivision near estimated fair value, exited Kitwave after its acquisition and retained cash rather than dilute the portfolio with weaker ideas. The firm argues BK Technologies has a credible organic growth path and disciplined capital-allocation plans, while AstroNova’s sale followed a turnaround after its troubled MTEX acquisition. Q1-2026 BKTI $257M