BBWI long 2026-05-03 business models Bath and Body Works
Bath & Body Works is the remaining Les Wexner retail business after The Limited’s former brands were separated or sold.
BBWI $4B Value Investors Club
Search
Find coverage by company
Every article we have published, filed by the company it is actually about.
250 articles filed by company
BBWI long 2026-05-03 business models MEL short 2026-05-03 consumer Melia Hotels International
Meliá Hotels International (MEL) is pitched as a short hedge against a prolonged Strait of Hormuz closure disrupting European jet-fuel…
MEL delisted Value Investors Club
data centers Hallador Pt. 2 — "Massive" Data Center Incoming in Sullivan, IN? ($HNRG)
Hallador’s 1 GW Merom plant could supply a proposed 1,000-acre Sullivan County data center, with local filings and Stantec references tying…
HNRG $670M Multibagger Monitor
microcaps Product-Market Fit in 5G ORAN Radios... Equity Market Rerate to Come? ($AMPG)
Amplitech's bull case rests on $118 million in 5G Open RAN LOIs, 125% projected revenue growth and a 1x EV/sales valuation.
AMPG $117M Multibagger Monitor
aerospace & defense Golden Dome, Quantum, Next-Gen GPS, Oh My... ($FEIM)
Frequency Electronics ($FEIM) trades at its lowest EV/EBITDA multiple since 2016 despite satellite-timing exposure to Golden Dome spending…
FEIM $678M Multibagger Monitor
data centers Hallador's "Beautiful, Clean Coal": Near Term Catalyst w/ 200% Upside ($HNRG)
Hallador Energy's Merom plant cleared a MISO review, setting up a potential data-center PPA that could transform the coal miner into a…
HNRG $670M Multibagger Monitor
ai Comeback Season: Evolv Eyes Positive FCF, 40% ARR Growth, and Reputational Revival in '25 ($EVLV)
Evolv ($EVLV) targets positive free cash flow and 40% ARR growth in 2025 as delayed filings, an FTC resolution, and leadership changes seek…
EVLV $998M Multibagger Monitor
financials Insureco w/ Potential Strat Alts Announcement Soon + 100% Upside on Buyout ($TIPT)
Tiptree ($TIPT) is positioned around a potential Fortegra sale announcement; Fortegra generates substantially all revenue.
TIPT $662M Multibagger Monitor
data centers A 4x in 4 Years Surfing the Data Center Tsunami? ($TGEN)
Tecogen ($TGEN) sells gas-or-electric chillers that management says cut data-center cooling costs 30–40%, with factory utilization offering…
TGEN $90M Multibagger Monitor
ai AI Radiology Company Transitioning to Cloud w/ Multibagger Potential ($ICAD)
ICAD’s cloud-subscription shift could add more than $30 million of ARR to AI mammography software with 85%+ margins, while its net cash…
ICAD delisted Multibagger Monitor
healthcare Intriguing Patent Litigation Situation ($FNCH)
Finch Therapeutics faces a jury verdict on FMT patent claims against Ferring’s Rebyota; a win could bring damages and royalties, while a…
FNCHQ $16M Multibagger Monitor
aerospace & defense Inflecting Drone Company w/ Near-Term (+300% vs. -30%) Binary Event ($RCAT)
Red Cat’s Teal Drones is one of two remaining candidates for a $600 million to $1 billion-plus U.S.
RCAT $1.1B Multibagger Monitor
asset management Crypto ETP Company Rapidly Growing AUM and Arb Profits at 4x NTM P/E ($DEFTF)
Defi Technologies’ Valour ETP platform is growing AUM while its arbitrage desk drives profits, leaving DEFTF at roughly 4x next-12-month…
DEFTF delisted Multibagger Monitor
healthcare 10x or Bust? Pure Play Fighting GLP-1 Side Effects ($IBIO)
IBio’s $20 million, debt-free valuation is a high-risk bet that it can partner a myostatin inhibitor for GLP-1-related muscle loss before…
IBIO $68M Multibagger Monitor
consumer Sweet or Sour? Candy Co. Doubling Rev YoY at 6x NTM P/E ($SOWG)
Sow Good trades below 6x NTM earnings after retiring debt and raising $12.8 million to expand freeze-dried candy capacity amid rapid…
SOWG $58M Multibagger Monitor
m&a Dramatically Undervalued SAAS Company Primed for Buyout ($AWRE)
Aware ($AWRE) trades near its net-cash value as recurring biometric SaaS revenue grows, supporting a buyout thesis backed by debt-free…
AWRE $27M Multibagger Monitor
ai A 4x in 4 Years Surfing the Data Center Tsunami? ($TSSI)
Total Site Solutions ($TSSI) depends on Dell for 96% of revenue; the 4x thesis rests on Dell expanding modular data centers amid AI-driven…
TSSI $249M Multibagger Monitor
ai ~9 EV/OCF AI Company Growing Revenue 75%+ YoY ($ALAR)
Alarum ($ALAR) trades near 9x operating cash flow as its NetNut proxy network supports web scraping and AI data collection, with revenue…
ALAR $12M Multibagger Monitor
business models AXT’s Tongmei Problem: Great Asset, Fragile Economics
AXT’s 85.5%-owned Tongmei depends on offshore pricing, export approvals and transfer-pricing economics despite AI-optics demand.
AXTI $2.4B Maius Partners
asia Return of the Power King
China Yuchai (CYD) seeks a 2026 rerating as governance normalization, global expansion, AI data-center power demand, and green-powertrain…
CYD $1.7B Maius Partners
data centers The Announcement That Changes Everything
China Yuchai’s potential MGP IPO could separate its data-center and genset arm, with employee incentives tied to a listing and a proposed…
CYD $1.7B Maius Partners
asia Monster in the Middle: Unpacking the High-Stakes Buyout Battle
Energy Monster’s $1.25-per-ADS management buyout faces Hillhouse Capital’s fully funded $1.77 competing offer, turning the Chinese…
EM delisted Maius Partners
buybacks Yonex (TYO:7906) - Playing the Long Game
Yonex controls 60%+ of global badminton and trades at 8.5x forward EBITDA despite 40% five-year earnings compounding, with buybacks…
YONXF delisted Maius Partners
asia China Yuchai: Deep Value Meets Growth (NYSE:CYD)
China Yuchai (CYD) trades at 2x EBITDA and 0.3x book as data-center backup-power demand, buybacks, and net cash support an earnings…
CYD $1.7B Maius Partners
