Letters by company

LGI Homes, Inc.

1 letter discussing LGIH. 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