MentionTraceStock ideas from sharp blogs, podcasts & letters

Investor letter

Bonhoeffer

https://www.bonhoeffercapital.com

Mentions38
Letters2
Latest letterQ4 2025
Sixth Street Specialty Lending, Inc.Partner Letter Q4 2025-Q4 2025
Meritz Financial Group Inc.Partner Letter Q4 2025-Q4 2025
Northeast BankPartner Letter Q4 2025-Q4 2025
Mission BancorpPartner Letter Q4 2025-Q4 2025
FFB BancorpPartner Letter Q4 2025-Q4 2025
Autohellas S.A.Partner Letter Q4 2025-Q4 2025
Ferreycorp S.A.A.Partner Letter Q4 2025-Q4 2025
Builders FirstSource, Inc.Partner Letter Q4 2025-Q4 2025
TerraVest Industries Inc.Partner Letter Q4 2025-Q4 2025
Axos Financial, Inc.Bonhoeffer Capital: Q2 2026 Investor Letter--
Mission BancorpBonhoeffer Capital: Q2 2026 Investor Letter--
Northeast BankBonhoeffer Capital: Q2 2026 Investor Letter--
CW BancorpBonhoeffer Capital: Q2 2026 Investor Letter--
Private Bancorp of America, Inc.Bonhoeffer Capital: Q2 2026 Investor Letter--
Protector Forsikring ASABonhoeffer Capital: Q2 2026 Investor Letter--
RLI Corp.Bonhoeffer Capital: Q2 2026 Investor Letter--
W. R. Berkley CorporationBonhoeffer Capital: Q2 2026 Investor Letter--
Tokio Marine Holdings, Inc.Bonhoeffer Capital: Q2 2026 Investor Letter--
Qualitas LimitedBonhoeffer Capital: Q2 2026 Investor Letter--
Asbury Automotive Group, Inc.Bonhoeffer Capital: Q2 2026 Investor Letter--
Affiliated Managers Group, Inc.Bonhoeffer Capital: Q2 2026 Investor Letter--
Raymond James Financial, Inc.Bonhoeffer Capital: Q2 2026 Investor Letter--
Ameriprise Financial, Inc.Bonhoeffer Capital: Q2 2026 Investor Letter--
SLM CorporationBonhoeffer Capital: Q2 2026 Investor Letter--
United Bancorporation of Alabama, Inc.Bonhoeffer Capital: Q2 2026 Investor Letter--
Inter & Co, Inc.Bonhoeffer Capital: Q2 2026 Investor Letter--
Nu Holdings Ltd.Bonhoeffer Capital: Q2 2026 Investor Letter--
Gentera, S.A.B. de C.V.Bonhoeffer Capital: Q2 2026 Investor Letter--
Globe Life Inc.Bonhoeffer Capital: Q2 2026 Investor Letter--
Primerica, Inc.Bonhoeffer Capital: Q2 2026 Investor Letter--
Powszechny Zaklad Ubezpieczen SABonhoeffer Capital: Q2 2026 Investor Letter--
Fairfax Financial Holdings LimitedBonhoeffer Capital: Q2 2026 Investor Letter--
Meritz Financial Group Inc.Bonhoeffer Capital: Q2 2026 Investor Letter--
FFB BancorpBonhoeffer Capital: Q2 2026 Investor Letter--
Autohellas S.A.Bonhoeffer Capital: Q2 2026 Investor Letter--
Ferreycorp S.A.A.Bonhoeffer Capital: Q2 2026 Investor Letter--
Builders FirstSource, Inc.Bonhoeffer Capital: Q2 2026 Investor Letter--
TerraVest Industries Inc.Bonhoeffer Capital: Q2 2026 Investor Letter--