Letters by company
Helen Of Troy LTD
2 letters discussing HELE. Everything written about it on this site is on its ticker page.
- Palm Valley Capital Beggar Thy Enabler Palm Valley Capital Fund argues that Federal Reserve easing transfers wealth toward asset holders while worsening housing affordability, fiscal burdens, and commercial real-estate risk. The fund kept roughly 81.5% in cash equivalents, bought Helen of Troy, and sold John Wiley & Sons, Nathan’s Famous, and Equity Commonwealth. It maintains positions in staffing businesses despite a prolonged labor-demand slump. Third Quarter 2024 DOX $6.1BHELE $640MLSDAF $1.1B
- Palm Valley Capital Great Expectations Palm Valley Capital Fund added Kelly Services, Seaboard and Heartland Express as wider discounts to estimated value justified raising equity exposure from a cash-heavy posture. The fund sold Crawford & Co. and Helen of Troy, while arguing that speculative asset prices and elevated small-cap valuations warrant discipline despite improving prospects for selected cyclical businesses. Fourth Quarter 2024 CRI $1.1BFPI $501MHTLD $909M
