Star Holding (STHO) Spin-off Notes

June 23, 2023 Update

Good VIC Star Holdings (STHO) Write-up (must create free account to access)

  • I agree that STHO looks interesting, but I would want to short SAFE exposure given that it represents such a large percentage of STHO’s value.

May 12, 2023 Update

Some comments from a recent investor letter on S