Letters by company

Miller Industries INC

2 letters discussing MLR. Everything written about it on this site is on its ticker page.

Palm Valley Capital First Quarter 2024 Commentary Palm Valley Capital Fund kept most assets in Treasury bills and sold Gencor, Miller and Crawford after valuations surpassed estimates, while exiting SSR Mining after the Copler disaster and Advance Auto Parts after cutting normalized-earnings expectations. It initiated Northwest Natural and retained TrueBlue, Kelly Services and Wiley amid cyclical or transitional earnings pressures. First Quarter 2024 AAP $2.8BAMZN $2.7TCRD-A $597M
Palm Valley Capital Fourth Quarter 2023 Commentary Palm Valley Capital Fund retained a large cash-equivalent allocation amid what it views as an expensive and increasingly low-quality small-cap market. It added Monro and John Wiley & Sons on discounted cash-flow valuations, then sold Monro after its shares exceeded the fund's estimate of value and reduced Crawford & Co. and other holdings after the rally. Fourth Quarter 2023 CRD-A $597MLSDAF $1.2BMNRO $446M