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HALVIO CAPITAL
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HALVIO CAPITAL
Home
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Home
Letters
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Anthony Fruci 2025-03-12 Anthony Fruci 2025-03-12

A Tetragon of Catalysts

Trading at a significant 57% discount to management’s NAV of 35.43/share with potential catalysts on the horizon to unlock this value.

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Anthony Fruci 2025-01-19 Anthony Fruci 2025-01-19

Two Deep Value Special Situations Down Under; Seasoned Liquidations

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