Letters by company

Var Energi ASA/ADR

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

Palm Harbour Capital Q3 2024 Letter Palm Harbour Capital sold Everi, PAX and Unieuro following takeover developments and deteriorating fundamentals, while building a position in M Dias Branco around operational reforms and margin recovery. The portfolio argues that OCI asset sales, IGT’s Apollo transaction and Ocean Wilson’s strategic review can unlock substantial value. third quarter 0ROF delistedDNIYY $4.2BEVRI delistedGBSMF delisted
Palm Harbour Capital Q2 2023 Letter Palm Harbour Capital added special situations and built a significant Lottomatica stake, arguing that its Italian gaming franchise combines online growth, defensive cash flow and a low valuation. It retained IGT and RHI Magnesita after strategic developments, challenged Wallenius Wilhelmsen’s offer for Treasure ASA, and exited MTU Aero Engines and iHeartMedia. second quarter of 2023 LOTMY $6.3B086280 $12B0NFS 4966 $2B