Letters by company

Natural Resource Partners Lp

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

Greystone Capital Greystone Capital letter Pitney Bowes is framed as a durable mail-and-parcel toll booth whose new management has cut costs, corrected Presort pricing and directed capital toward repurchases and debt reduction. Greystone favors neglected niche industrials with misunderstood unit economics, while adding to Natural Resource Partners, KITS Eyecare and Shift4 amid weak share prices. Q2 2026 PBI $2.2BAPG $17BBELFB $3.1B