Letters by company

Butler National CORP

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

Alluvial Capital Management Letter to Limited Partners Third Quarter 2024 Alluvial Fund added Zegona Communications for its Vodafone Spain turnaround and Bahnhof AB for its capital-light, negative-working-capital internet model. The fund retained conviction in Net Lease Office Properties, McBride, FitLife Brands and Talen Energy, while exiting Butler National, Hammond Manufacturing and Scandic Hotels over governance, capital-allocation and valuation concerns. Third Quarter 2024 ZEG $5.3B0RD7 BAHN-B $458M
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