Letters by company

Ibstock PLC

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

Palm Harbour Capital Q3 2024 Letter Palm Harbour Capital sold Everi, PAX and Unieuro following takeover developments and deteriorating fundamentals, while building a position in M Dias Branco around operational reforms and margin recovery. The portfolio argues that OCI asset sales, IGT’s Apollo transaction and Ocean Wilson’s strategic review can unlock substantial value. third quarter 0ROF delistedDNIYY $4.2BEVRI delistedGBSMF delisted