Client Letter (Q2 2025)
Dear Valued Clients, I hope this message finds you and your loved ones well. With the second quarter of 2025 behind us, I wanted to take a moment to share a few thoughts on what we’ve seen in the markets,…
Seven Bulls Capital Analytics
Seven Bulls Capital Analytics
Seven Bulls Analytics is a modern investment research firm founded by a group of seasoned investors with a background in managing a multi-generational family royalty trust. Built on decades of hands-on experience in capital allocation and asset valuation, Seven Bulls specializes in delivering high-quality financial insights through proprietary, in-house valuation software. The firm focuses on equity research and data driven analysis, empowering investors, analysts, and professionals with tools designed to uncover real value in public markets.
Investor Letter (Q1 2025 End)
Dear Valued Clients, I hope this note finds you well. As we close the books on the first quarter of 2025, I wanted to take a moment to reflect on the key developments that shaped the market over the past…
Investor Letter Q4(Quarter End)
Dear Valued Clients, As we close out the fourth quarter of 2025, I want to take a moment to reflect on the market’s recent turbulence and share our perspective on the road ahead. A Quarter Marked by Policy Shifts and…
Investor Letter
Dear Valued Clients, The past few weeks have reminded all of us just how quickly market narratives can shift. In the last month, we’ve seen an unexpected escalation in trade tensions, with the U.S. announcing new tariffs targeting key sectors…
Investor Letter
Dear Valued Clients, I hope this message finds you well. As we begin another year, I want to take a moment to reflect on the broader market landscape and share my thoughts on the outlook for stocks, the global economy,…