Letters by company

Korian

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

Palm Harbour Capital Letter 2022 Q4 Palm Harbour Capital added LNA Santé, arguing that its regulated care-home franchise, temporary real-estate debt and staff reputation distinguish it from troubled peers Orpea and Korian. The fund sold Ringmetall near peak-cycle earnings, retained confidence in several industrial and gaming holdings, and remains skeptical that inflation will quickly recede. 2022 Q4 LNA $424M0NEX IBST $464MIGT delisted