Letters by company

Retail Value Inc

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

Alluvial Capital Management Letter to Limited Partners First Quarter 2023 Alluvial Fund exited GEE Group after management abandoned shareholder cash returns, and added Hammond Power Solutions and Skytop Lodge at valuations the manager considers disconnected from their operating prospects. The fund also backed well-capitalized community banks, retained P10 and Unidata, and harvested TIM and Peakstone Realty Trust after corporate events created exits. First Quarter 2023 EACO $729MHMDPF $1.5BJOB $22M
Alluvial Capital Management Q4 2022 Letter to Limited Partners Alluvial Fund concentrated its largest position in ECIP-funded banks and backed Garrett Motion preferreds, P10 buybacks, Unidata’s TWT acquisition and Retail Value’s liquidation. It added Fitlife Brands ahead of its Mimi’s Rock acquisition and Supremex, citing their acquisition-led growth, cash generation and undervalued shares. Fourth Quarter 2022 FTLF $75MJOB $22MRVI $600M