Letters by company

VITZROCELL Co.Ltd

2 letters discussing 082920. Everything written about it on this site is on its ticker page.

Palm Harbour Capital Fund Commentary July 2026 Palm Harbour Global Value Fund benefited from Youngone's activist pressure, Vår Energi's merger with BlueNord, and a rotation toward stable, high-yield businesses that supported Samyung Trading. Vitzrocell faced margin pressure and profit-taking, while FNGuide fell amid a Korean leverage washout. Vivendi declined after a court ruling and weaker UMG subscription growth. July 2026 +2.7% 002810 064850 $135M082920 $997M111770 $2.4B
Palm Harbour Capital Letter 2026 Q2 | 687 KB Palm Harbour Capital criticized leveraged single-stock ETFs and passive flows while retaining a value discipline focused on inexpensive cash-generative businesses. It outlined Norma’s capital return, exited BW Energy and M Dias Branco, and argued that Louis Hachette and Lagardère offer material value through a simpler ownership structure. second quarter +4.7% ALHG $2.1B082920 $997M0NFS 0OIY $1.7B