Palm Harbour Capital
Our archive holds 6 letters from Palm Harbour Capital, behind 6 investment theses. Every quote below is copied verbatim from the letter it came from.
Palm Harbour Capital’s own letters pageTheses · 6
- March 2026
Cirsa Enterprises is a leading omni-channel gaming operator with dominant positions, high barriers in regulated markets, and a mid-teens FCF yield supported by online growth and M&A.
Read the full thesis - December 2025
Converge ICT is a fast-growing Philippine fiber broadband operator with low penetration tailwinds, capex normalization, strong FCF, and potential regulatory-driven upside.
Read the full thesis - September 2025
Youngone is a prominent South Korean apparel OEM with strong global brand relationships and a growing premium bicycle division, currently navigating inventory challenges and leveraging strategic improvements for enhanced shareholder value.
Read the full thesis - June 2025
Cuckoo Holdings is a South Korea-based holding company primarily focused on home appliances, boasting a dominant market share in pressure rice cookers and a growing rental business for essential home equipment.
Read the full thesis - March 2025
Sun is a high-cash-flow, omni-channel gaming leader in South Africa—trading at <7x earnings and >10% yield, with M&A optionality and digital growth that could double the stock.
Read the full thesis - December 2024
Bolloré SE is a holding company with diverse stakes in major entities including UMG, Canal+, Louis Hachette, Havas, and a €6 billion cash reserve, operating under a complex ownership structure that results in significant share discounts.
Read the full thesis
Letter archive · 6
2025
Get Palm Harbour Capital’s next letter the day it lands
We track Palm Harbour Capital alongside hundreds of other managers, read every letter, and pull out what they bought and sold. Warren AI reads the whole archive for you.
View plans→