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Bel Fuse Inc. (BELFA): A Bull Case Theory 

We came across a bullish thesis on Bel Fuse Inc. on Value & Error’s Substack. In this article, we will summarize the bulls’ thesis on BELFA. Bel Fuse Inc.'s share was trading at $192.34 as of January 27th. BELFA’s trailing and forward P/E were 38.94 and 28.09 respectively according to Yahoo Finance.

Bel Fuse Inc. designs, manufactures, markets, and sells products that power, protect, and connect electronic circuits. BELFA presents a compelling share class arbitrage opportunity due to the disparity between its two share classes. The company has BELFA shares, which carry...