Leaven Partners
Our archive holds 9 letters from Leaven Partners, behind 3 investment theses. Every quote below is copied verbatim from the letter it came from.
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Theses · 3
- Hyakugo BankSeptember 2026
Hyakugo Bank benefits from rising Japanese interest rates and growth in deposits, loans, net income, and dividends.
Read the full thesis - The Bank of NagoyaSeptember 2026
The Bank of Nagoya benefits from rising Japanese rates and an acquisition deal that supports the stock’s expected value.
Read the full thesis - Manac Chemical PartnersSeptember 2026
Manac Chemical Partners manufactures bromine-based chemicals and is showing strong turnaround momentum with higher sales, profits, margins, and dividends.
Read the full thesis
Letter archive · 9
2026
2025
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