Letters by company

Papa Johns International INC

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

Greenhaven Road Capital Q4 2025 Greenhaven Road Capital groups Lifecore and Vistry as transformations whose operating progress has yet to be reflected in their valuations. It argues that fears around Burford, PAR, Cellebrite and KKR are overstated, while Hagerty’s State Farm rollout, operating leverage and marketplace expansion support its investment case. Q4 2025 BUR $772MCLBT $2.9BHGTY $4.8B
Palm Valley Capital The Puppet Show Palm Valley Capital Fund added Healthcare Services Group, Chord Energy, RPC and Papa John’s during the April selloff, then trimmed or exited positions as prices approached calculated value. The fund argues that policy support, persistent deficits and elevated corporate margins have prolonged asset inflation, while keeping substantial cash available for more compelling dislocations. Second Quarter 2025 CHRD $7.5BCRI $1.2BHCSG $1.4B