Letters by company

Havas N.V.

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

Curreen Capital Quarterly Letter, October–December 2025 Curreen Capital sold Havas after concluding it failed its return-on-capital requirements, while buying Fortrea, Dye & Durham, GetBusy, Truecaller and VF Corp. The portfolio continues to target spinoffs and deeply discounted "Crazy Cheap" businesses with strong underlying operations and favorable upside-to-downside profiles. October–December 2025 AAP $2.8BFTDR $6BFTRE $2B