Letters by company

Plains All American Pipeline Lp

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

Marram Investment Management 2025 4th Quarter Letter Marram trimmed Fifth Third, initiated Oneok and added to Plains All American while moderating regional-bank exposure as valuations expanded and underwriting loosened. It exited AvidXchange and BILL, reduced Paysafe, and shifted payment-technology capital toward PayPal, Shift4 and Paymentus, citing durable cash-flow growth despite valuation compression. 2025 4th Quarter FITB $45BFOUR $3.1BPAY $4B