Letters by company

Shelly Group SE

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

Fairlight Capital Fairlight Alpha Fund LP Q4 2025 Letter Fairlight Alpha Fund argues that junior gold miners Serabi Gold and Monument Mining remain undervalued despite higher production and gold prices. It also makes cases for Logic Instrument's certified-device niche, Shelly Group's professional IoT channel, and BranchOut Food's patented drying technology, while warning of a non-AI economic slowdown. Q4 2025 ALLOG $24MBOF $59MMMTMF $246M