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 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
Merion Road Capital Q2 2026 Merion Road maintained exposure to industrial companies rather than shifting toward AI infrastructure, and added Honeywell Aerospace after its separation amid conservative guidance and a discounted valuation. The firm cited gains across several long-term holdings and pressed United Bancorporation of Alabama to improve capital allocation, profitability and governance. Q2 2026 +16.6% FEIM $648MHONA $53BUBAB $186MBELFB $3.8B