Letters by company

Bel Fuse Inc.

2 letters discussing BELFB. Everything written about it on this site is on its ticker page.

Askeladden Capital Q2 2025 Letter: 10x Askeladden Capital describes rebuilding its research, watchlist and documentation systems around AI while retaining human judgment for investment decisions. The firm established and retained most of a Grocery Outlet position, added Fitlife after its Irwin acquisition, sold Bel Fuse on valuation, and plans a somewhat broader, more liquid portfolio while avoiding businesses exposed to AI disruption. Q2 2025 GO $1.2BBELFB $3.7BFC $205M
Merion Road Capital Q2 2026 Honeywell Aerospace was added after its separation from Honeywell, with conservative guidance and a discount to peers seen as setting a low hurdle for execution. United Bancorporation of Alabama faced an open-letter campaign seeking better capital allocation, lower expense growth, improved profitability and stronger governance. Q2 2026 HONA $48B