Letters by company

Tessenderlo Group NV

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

Palm Harbour Capital Q1 2023 Letter Palm Harbour Capital added a significant Telekom Austria position, sold Premia and tendered Grand Parade after its asset-sale and liquidation thesis played out. The fund argues that bank failures reinforce its avoidance of bank exposure, while Telekom Austria offers defensive cash generation, pricing power and tower spin-off optionality. first quarter of 2023 TKMAF $7.8B0NFS 0OIY $1.6B