Letters by company
JOST Werke AG
5 letters discussing JST. Everything written about it on this site is on its ticker page.
- Palm Harbour Capital Letter 2025 Q1 | 284 KB Palm Harbour Capital argues that tariff-driven selling has created opportunities in overlooked global small caps with limited direct US trade exposure. It discusses corporate actions at Verallia, Aichi and Ocean Wilson, reviews contributors and detractors, and introduces Sun International as a cash-generative South African gaming and resorts investment. first quarter 2025 DNIYY $4BENOG $1.8BFCODF $4.8B
- 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 2022 LNA $281M0NEX IBST $427M
- Palm Harbour Capital Letter 2022 Q1 | 281 KB Palm Harbour Capital sold Befesa and Wabtec, initiated Vår Energi, Wickes and Verallia, and shifted capital from crisis beneficiaries to indiscriminately sold holdings amid war-driven inflation. It argues that OCI, Bayer and Norwegian energy producers benefit from commodity conditions, while Wickes and Boa Vista offer undervalued growth and durable business advantages. first quarter 2022 0NFS BAYZF $49BDNIYY $4B
- Palm Harbour Capital Letter 2019 Q4 | 276 KB Palm Harbour Capital added positions and introduced Esprinet, Jost Werke, CIR and Aryzta as undervalued businesses with resilient economics or turnaround potential. It tendered Gamenet after Apollo secured control, while arguing that OCI’s operational disruption should ease and that CIR’s merger and asset sales could narrow its holding-company discount. fourth quarter of 2019 0NFS ARZTF $1.2BJST $1.1B
- Palm Harbour Capital Letter 2021 Q2 | 236 KB Palm Harbour Capital sold portions of winners to fund laggards, exited three holdings and added three. It argues that undervalued, cash-generative businesses offer protection against inflation and deflation, and sets out investment cases for C Uyemura’s PCB chemicals niche and Ginebra San Miguel’s Philippine gin franchise. second quarter 2021 0NFS 4966 $1.9BBFSAF $1.5B
