Saturday, May 2
Saturday, May 2, 2026
Everything we published on this day.
2 picks
CBT short 2026-05-02 materials Cabot CORP
Cabot’s short case targets a market pricing FY26 EPS of $6.00–$6.50 as trough earnings and assigning value to its battery-materials…
Value Investors Club AMPX short 2026-05-02 aerospace & defense Amprius Technologies, Inc.
Amprius Technologies derives 94% of revenue from licensing despite its silicon-anode battery supplier narrative for defense and aerospace…
Value Investors Club