Letters by company

Rpc INC

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

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 $8BCRI $1.2BHCSG $1.5B