Letters by company
Fitlife Brands, INC.
2 letters discussing FTLF. Everything written about it on this site is on its ticker page.
- Alluvial Capital Management Letter to Limited Partners First Quarter 2026 Alluvial Fund sold Peakstone Realty Trust following its agreed acquisition by Brookfield, while retaining a focus on unpopular real estate despite a largely matured distressed-property cycle. The portfolio added Gulf Marine Services and argues for EACO, FitLife Brands, McBride, McDermott and Zegona based on operational catalysts, valuation discounts and balance-sheet progress. First Quarter 2026 +3.0% EACO $574MFTLF $96MGMS $290MMCB $395M
- Askeladden Capital Q2 2025 Letter: 10x Askeladden Capital says AI has lifted research productivity by roughly 5-10x, cutting diligence timelines and enabling a broader, current watchlist. The firm established Grocery Outlet before its 40%+ earnings-driven rise, backs Fitlife after its Irwin acquisition, sold Bel Fuse on valuation, and plans a roughly 20-stock portfolio. Q2 2025 — GO $1.1BBELFB $3.8BFC $226MFTLF $96M