Letters by company

NeoGames S.A.

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

Palm Harbour Capital Letter 2024 Q1 Palm Harbour Capital bought Piraeus Port Authority, citing its cash generation, capacity expansion and recovery potential as trade routes normalize. The fund argues that IGT’s Everi merger creates additional risks but retains substantial value potential, while maintaining conviction in several discounted cash-rich holdings. Q1 2024 GHTI 0FHO delisted0NV0