Letters by company

Tessenderlo Group NV

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

Palm Harbour Capital Letter 2023 Q1 Palm Harbour Capital added Telekom Austria for its defensive cash generation, low leverage and anticipated tower spin-off, while adding oil and gas positions and selling Premia and a US furniture holding. It avoided banks over duration mismatches and opaque balance sheets, and argues that Ginebra, Danieli and Esprinet retain catalysts. first quarter of 2023 TKMAF $7.7B0NFS 0OIY $1.7BDNIYY $4.2B