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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q2 | Aug 7, 2025 | Robotti Value Investors | - | - | AMC, BBBY, BLDR, DHI, GME, PHM, TDW | Buybacks, cash flow, fundamentals, private equity, public markets, value, volatility | Manager emphasizes disciplined value investing based on company fundamentals and valuation as a reliable compass for long-term success. Focuses on buying cash flows at discounted prices and trusting that fundamental value will eventually be recognized by the market. | BLDR TDW IFP CN |
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| 2022 Q2 | Jun 23, 2022 | Citadel Value Fund | - | - | AEO, BBBY, LIGHT NA, VTSC GR, ZWC1 GR | energy, inflation, Intrinsic Value, valuation, volatility | Valuation: The letter emphasizes that falling valuations create opportunities, with the fund benefiting from a 40% discount to intrinsic value and a disciplined margin-of-safety approach. Markets are still not pricing in lower earnings, and volatility is expected to create further entry points. Inflation: The environment is defined by high inflation, tightening liquidity, slowing demand, and declining consumer confidence. The fund sees macro pressure as transitory but impactful, increasing the importance of strong balance sheets and conservative underwriting. Energy: Energy-exposed holdings (NOV, TGS) rebounded sharply as supply constraints, geopolitical risks and renewed demand drove performance. The fund expects strong multi-year tailwinds given industry underinvestment and tightening capacity. | BCO 3436 JP 005930 KS STLA AEO |
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| 2025 Q3 | Nov 16, 2025 | Jacob Fund | - | - | BBBY, COIN, INGN, OMER | AI, Biotechnology, crypto, growth, small caps, technology, Valuations | The manager believes artificial intelligence is driving a new productivity cycle that could improve profit margins and earnings growth for businesses while keeping labor markets subdued. Despite high valuations and hype, the technological cycle is still very nascent with significant potential ahead. | OMER INGN BBBY CRCL |
View |
| 2023 Q1 | May 4, 2023 | St. James Investment Company | 0.0% | 0.0% | AAPL, AMC, AMD, AMZN, BAC, BBBY, BP, CRM, GE, GOOGL, HEI, META, MKL, MSFT, NVDA, TSLA | Market cycles, Patience, risk management, Speculation, Valuations, Value Investing | The manager extensively discusses elevated market valuations, comparing current market cap to GDP ratio at 155% to historical peaks in 2000 and 2008. They argue that starting valuations are critical to long-term success and current levels suggest poor future returns of only 3-5% annually. | View | |
| 2022 Q4 | Jan 31, 2023 | Appleseed Fund | 0.0% | 0.0% | BBBY, CF, MOS | - | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Feb 3, 2026 | Seeking Alpha | Seeking Alpha | Bed Bath & Beyond, Inc. | Retail | Home Improvement Retail | Bear | NASDAQ Stock Market | Bed Bath & Beyond, cash burn, homewares, liquidity issues, Marcus Lemonis, retail, revenue decline, shareholder dilution, three-pillar strategy, turnaround plan | View Pitch |
| Nov 29, 2025 | Fund Letters | Ryan Jacob | Bed Bath & Beyond, Inc. | Other | Home furnishings retail | Bull | NYSE | Blockchain, ecommerce, Homegoods, restructuring, Specialsituations, Spinoffs, Tokenization | View Pitch |
| Manager Name | Fund Name | Fund AUM | Invested Value | Portfolio Weight | Shares Owned | Shares Bought / Sold During Quarter | % Bought / Sold During Quarter | % of Shares Outstanding Owned |
|---|---|---|---|---|---|---|---|---|
| No investor data available. | ||||||||