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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2026 Q1 | Apr 9, 2026 | JB Global Capital | -2.3% | -2.3% | BABA, FLO, PYPL | China, Cloud, Concentration, E-Commerce, Food, payments, value | FLO PYPL BABA |
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| 2026 Q1 | Apr 1, 2026 | Palm Valley Capital Management | 0.7% | 0.7% | CHRD, DOX, FLO, FPI, HTLD, KELYA, LKQ, PHYS, RGP, RYN, TFX | AI, Cyclical, small cap, Staffing, undervalued, value | CHRD RYN DOX |
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| 2025 Q3 | Oct 7, 2025 | Palm Valley Capital Management | 2.4% | 3.8% | AAPL, AMD, AMZN, AVA, AVGO, BRK-A, DOX, FLO, GOOGL, INTC, LKQ, META, MSFT, NVDA, PHYS, PSLV, RHI, SEB, TFX, TSLA | AI, Bull Market, Fed policy, gold, small caps, technology, Valuations | Managers question whether AI valuations are justified, noting that while AI may change the world, current leaders like Nvidia face sustainability challenges with 50%+ margins. They argue that even if AI continues and current beneficiaries remain entrenched, valuations already reflect their moats. | View | |
| 2025 Q4 | Jan 6, 2026 | Palm Valley Capital Management | 0.7% | 4.5% | AMDOCS, AVA, CRI, DOM, FLO, FORR, FPI, HTLD, INGR, KELYA, LAS/A, LKQ, MAN, NWN, PHYS, PSLV, PVCMX, RES, UTZ, WHGLY | capital preservation, Cash, optionality, Patience, valuation | The letter highlights a cautious stance driven by elevated valuations, narrow market leadership, and limited margins of safety across equities. Cash is positioned as a strategic asset, preserving optionality and protecting capital while waiting for more attractive risk-reward setups. Capital preservation and patience are framed as competitive advantages late in the market cycle. | HTLD FLO INGR UTZ DOM LN |
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| 2025 Q1 | Apr 4, 2025 | Palm Valley Capital Management | 0.6% | 0.6% | AVA, CRI, FLO, FORR, HTLD, KELYA, LAS.TO, MNRO, NWN, PHYS, PSLV, REYN, RGP, TBI, WHGLY | Cyclical, fiscal policy, gold, Government Spending, Quality, small caps, Staffing, value | Small cap equity performance has trailed large caps with fewer passive tailwinds and a drag from lower quality businesses. High quality small cap businesses remain fully valued despite the S&P SmallCap 600 being down 17% from its November 2024 record. The median profitable small cap company has an EV/EBIT multiple of 17x with elevated profits and valuations. | FLO MNRO REYN FORR |
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| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Apr 13, 2026 | Fund Letters | Palm Valley Capital Management | Flowers Foods | Consumer Staples | Packaged Foods & Meats | Bull | NYSE | Bread Producer, consumer staples, dividend yield, Free Cash Flow, market leader, Packaged Foods, Value | View Pitch |
| Apr 11, 2026 | Fund Letters | JB Global Capital | Flowers Foods Inc | Packaged Foods | Packaged Foods & Meats | Bull | New York Stock Exchange | asset value, Bread, consumer staples, Direct-Store-Delivery, duopoly, Packaged Foods, turnaround, Value | View Pitch |
| Jan 8, 2026 | Fund Letters | Jayme Wiggins | Flowers Foods, Inc. | Consumer Staples | Packaged Foods & Meats | Bull | New York Stock Exchange | cashflow, deleveraging, dividends, innovation, Margins, Staples | View Pitch |
| Nov 29, 2025 | Fund Letters | Richard Staveley | Flowtech Fluidpower plc | Industrials | Industrial Distribution | Bull | NYSE | Digital transformation, EBITDA, Industrial distribution, insider ownership, Margin recovery, restructuring | View Pitch |
| Nov 28, 2025 | Fund Letters | Richard Staveley | Flowtech Fluidpower plc | Industrials | Industrial Distribution | Bull | NYSE | Digital transformation, EBITDA, Industrial distribution, insider ownership, Margin recovery, restructuring | View Pitch |
| Oct 28, 2025 | Seeking Alpha | Seeking Alpha | Flowers Foods, Inc. | Packaged Foods | Bull | analyst projections, Bakery, Beta, brand portfolio, commodity prices, consumer staples, dividends, Flowers Foods, target price, Volatility | 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. | ||||||||