Here’s What Made Jacob Fund to Pick Bed Bath & Beyond (BBBY)

Group 1 - Jacob Fund's third-quarter 2025 investor letter indicates a continued market recovery, with major equity indexes reaching new all-time highs [1] - The finalized tariffs had a limited economic impact, stabilizing the market and refocusing investors on fundamentals [1] - The fund anticipates a new productivity cycle that will enhance profit margins and earnings growth by keeping labor markets subdued [1] - The fund will focus on companies poised for earnings growth and improved valuation multiples, expecting asset prices to rise in the near term [1] Group 2 - Bed Bath & Beyond Inc. (NASDAQ:BBBY) was highlighted in the investor letter, showing a one-month return of -11.36% and a 52-week gain of 4.29% [2] - As of December 05, 2025, Bed Bath & Beyond's stock closed at $6.32 per share, with a market capitalization of $435.124 million [2] - The Jacob Internet Fund added Bed Bath & Beyond to its portfolio due to growing interest in tokenization and the company's stake in the tZERO exchange [3] - New management at Bed Bath & Beyond is implementing restructuring efforts aimed at improving operations and exploring strategic options, including potential asset sales or spinoffs [3] - The company's retail operations have been resized, with a focus on online business and a small experiment with reopening a few offline locations [3]