Letters by company

Caltagirone S.p.A. Ord

2 letters discussing 0OIY. Everything written about it on this site is on its ticker page.

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
Palm Harbour Capital Letter 2024 Q2 | 542 KB Palm Harbour Capital maintained a contrarian value stance against megacap AI enthusiasm and pressed SK Kaken to improve capital allocation and investor relations. The fund introduced Piraeus Port Authority as a competitively advantaged, cash-rich port operator nearing the end of its investment programme, with scope for larger dividends. second quarter — 0FHO delisted0OIY $1.7BDLTTF delistedGBSMF delisted