HUM letter to ARC 23dec25Download
A Letter to the Chair of the Audit and Risk Committee of Humm Group Limited
HUM letter to ARC 23dec25Download
A Letter to the IBC of Humm Group Limited – November 7, 2025
HUM - Ltr to IBC (93443816)Download
Quick update on WOW
WideOpenWest (US: WOW) - last price 5.01 - last notes here This afternoon, having rescheduled the conference call from AM to PM - what a tell that was, in retrospect - our long national nightmare is over, with the consummation of the WOW/Digitalbridge/Clearview merger for $5.20 per share announced (see here). In retrospect, much of … Continue reading Quick update on WOW
A Letter to the IBC of Humm Group Limited
HUM letter 30Jun25Download
Updates: Tetragon, MAPS, NLOP
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Ad hoc updates across a bunch of names
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Raper Capital weekly update: May 18, 2025
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1Q update: Nissan Tokyo
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Raper Capital – letter to subscribers
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1Q update: MAPS
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