Letters by company

GoldMoney Inc

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

Halvio Capital Q3 2026 Letter Halvio Capital sold FILA after its thesis remained range-bound and exited QEPC following a substantial rerating, reallocating proceeds to cheaper holdings. The portfolio case centers on discounted Citizens Bancshares, Mestek and Goldmoney, while a new Master Drilling position rests on its mining backlog and potentially commercializable drilling technology. Q3 2026 081660 CZBS $116MMCCK $490M