Letters by company

JOST Werke AG

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

Palm Harbour Capital Q4 2022 Letter Palm Harbour Capital added LNA Santé, arguing that its nursing-home business has stronger regulation, lower operating leverage and a different property model than Orpea or Korian. The fund sold Ringmetall on peak-cycle earnings concerns and remains positioned for valuation-driven opportunities amid inflation and rate volatility. fourth quarter LNA $403M0NEX IBST $475M