Letters by company

Medipal Holdings Corp ADR

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

Third Avenue Management Third Avenue Value Fund Portfolio Manager Commentary Third Avenue Value Fund argues that easyJet’s fleet, airport slots and net cash underpin takeover appeal, while Paltac’s tender offer validates the value of hard-to-replicate assets. It initiated thyssenkrupp, seeking value from its breakup, and retained offshore-energy exposure on the view that depleted strategic reserves will require long-life supply. Q2 2026 6951 $2.2BCSCCY $9.1BESYJY $5.2B