| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2023 Q1 | Apr 11, 2023 | Kingdom Capital Advisors | 4.8% | 4.8% | AMRK, ARCH, DOLE, PDER, UNTC | Banking Crisis, dividends, energy, Precious Metals, small caps, value | A-Mark Precious Metals benefits from increased demand for precious metals during market panics and banking fears. March bullion sales reached historic highs following bank failures, with peers reporting overwhelming demand. The company profits when precious metal demand outpaces supply, which has been the case for most of the last three years. | PDER ARCH UNTC AMRK |
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| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Apr 27, 2026 | Fund Letters | Kingdom Capital Advisors | Pardee Resources | Real Estate | Specialized REITs | Bull | OTC | agriculture, asset value, cash generation, Coal Royalties, natural gas, Natural Resources, Patient Capital, Solar Credits, Special dividend, Timber | View Pitch |
| Feb 18, 2026 | Substack | Alluvial | Pardee Resources | Natural Resources | Resource Management | Neutral | OTC Markets | asset management, diversification, dividends, market dynamics, natural resource assets, oil & gas rights, Pardee Resources, renewable energy, royalties, timberlands | View Pitch |
| Nov 25, 2025 | Substack | Just a Value Investor | Pardee Resources Company | Energy | Oil & Gas Equipment & Services | Bull | alternative energy, balance sheet, coal, diversification, dividends, land management, Natural Resources, shareholder returns, solar projects | 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. | ||||||||