Letters by company

Brightstar Lottery PLC

1 letter discussing BRSL. 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