Letters by company

Ses S.A.

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

Rozendal Partners Rozendal Partners Investor Letter 30 June 2026 Rozendal Partners sold Meta after its valuation exceeded fair value and momentum turned negative, exited iShares Silver Trust as speculative demand inflated prices, and completed Curro’s take-private merger arbitrage. The firm argues that war-related market dislocations create opportunities only when valuations offer a sufficient margin of safety. Six months to 30 June 2026 META $1.6T87FZ $14BNXAGF $204B