Letters by company

Sunrun Inc.

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

Bireme Capital May 2023 Investor Letter Bireme Capital increased its community-bank basket, initiated Airtel Africa, retained Bollore through its tender and logistics-sale developments, and added a Sunrun short. It argues for conservatively financed businesses with pricing power as higher rates expose refinancing assumptions and pressure commercial real estate. the first five months of 2023 AAFRF $15BBOL $12BCGECF $317M