Letters by company

APi Group Corp

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

Greenhaven Road Capital Q1 2023 Greenhaven Road Capital argues that PAR Technology, KKR, Cellebrite and API Group have durable earnings foundations through low churn, strong balance sheets and non-discretionary demand. It adds Burford Capital, while treating Lifecore and Barnes & Noble Education as smaller special situations tied to asset sales and operational transitions. first quarter +17.0% BUR $946MAPG $18BBNED $415MCLBT $2.9B