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Company Name: Sun Corp
Stock Symbol: SNCPF
Market: OTC

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SNCPF - Greenhaven Road Capital - Cellebrite DI: Enjoys Forced Buyers, Severely Compressed Multiple

Summary Newer holding Cellebrite DI, which is now in our Top 5, enjoys forced buyers and also has a severely compressed multiple. 90% of CLBT's revenues come from government sources. Cellebrite has 7,000 customers and very low churn. It is highly unlikely that Cellebrite&#...

SNCPF - Greenhaven Road Capital Q2 2022 Investor Letter

Summary The Fund returned about -33% in the second quarter, bringing its total decline to approximately -51% in the first half of the year. The vast majority of our losses have been driven by the continued compression of multiples across the board. Mission critical products an...

SNCPF - Sun Corporation Owns A Deeply Undervalued Israeli Cybersecurity Business

When the news broke out in 2015, Tim Cook must have breathed a sigh of relief: the FBI, which had requested Apple to forcefully unlock the password-protected iPhone of one of the San Bernardino terrorists, no longer needed its help. The Bureau managed to crack the iPhone with the help o...

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