Letters by company
Hostelworld Group PLC
1 letter discussing HSW. Everything written about it on this site is on its ticker page.
- Palm Harbour Capital Letter 2020 Q1 | 216 KB Palm Harbour Capital exited Hostelworld and Aryzta after losing confidence in their operators, then re-established Aryzta following activist involvement. The portfolio added selectively amid lockdown dislocation and contrasted IGT’s shutdown-exposed lottery and gaming operations with Gamesys’s resilient online bingo model. first quarter of 2020 ARZTY $1.2BHSW JKPTF delisted
