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 $4B Value Investors Club
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BBWI long 2026-05-03 business models 
data centers Hallador Pt. 2 — "Massive" Data Center Incoming in Sullivan, IN? ($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 $670M Multibagger Monitor
aerospace & defense Golden Dome, Quantum, Next-Gen GPS, Oh My... ($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 $662M Multibagger Monitor
aerospace & defense Inflecting Drone Company w/ Near-Term (+300% vs. -30%) Binary Event ($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
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
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
earnings The last Bristol Myers' blog post was wrong on the core thesis
Ivonescimab plus chemotherapy extended median overall survival by 4.2 months versus Tevimbra plus chemotherapy in HARMONI-6, challenging…
SMMT $10B John Hempton's Newsletter
balance sheets A non-consensus thesis: the forthcoming demise of Bristol Myers Squibb.
Bristol Myers Squibb’s bear case centers on patent-cliff revenue losses, debt, and failed drug investment after $28.3 billion of 2019–23…
BMY $132B John Hempton's Newsletter
Brambles - the pallet maintenance issue
Brambles cut earnings guidance after US repair-capacity constraints, raising questions about its earlier disclosure of 4 million excess…
BXB $26B John Hempton's Newsletter
Trying to get access to Google's new agentic AI
Google’s A$205-a-month AI Ultra subscription advertised Project Mariner access, but Australians were excluded from the agentic AI trial.
GOOGL $4.1T John Hempton's Newsletter
When extend and pretend is a virtue
Upstart says longer repayment terms lifted Q1 debt-settlement acceptances 50%, but does not disclose delinquency changes or the number of…
UPST $2.6B John Hempton's Newsletter
Industrial and Commercial Bank of China
ICBC’s chairman describes embedding Chinese Communist Party leadership, anti-corruption campaigns and Xi Jinping Thought into governance at…
IDCBF $402B John Hempton's Newsletter
business models Brambles - some thoughts
Brambles’ CHEP pallet pool combines global network effects and strong returns, but its patchy history leaves the stock discounted despite…
BXB $26B John Hempton's Newsletter
Sarepta Risk and the FDA
Sarepta’s Exondys 51 approval despite a 12-patient trial frames FDA regulatory risk and a call to remove Commissioner Robert Califf.
SRPT $1.6B John Hempton's Newsletter
healthcare Does anyone remember when Alnylam went up 50 percent in a day on a phase three result
Alnylam’s 2022 50% phase-three gain faces FDA advisory-panel scrutiny over its amyloidosis drug’s label extension.
ALNY $28B John Hempton's Newsletter
hedge funds Purecycle and the good money after bad decision...
PureCycle’s largest shareholder, Sylebra Capital, keeps financing its delayed, over-budget plastic-recycling plant despite covenant…
PCT $1.2B John Hempton's Newsletter
We can get some extra votes. Pity they are worthless and scumbags are in charge of governance.
Campari’s five-year loyalty plan grants five votes per share, letting its controlling shareholder sell stock while retaining control and…
DVCMY $8.1B John Hempton's Newsletter
asset management Too Many Cooks Spoil The Pot
Baron’s BARAX and BGAFX hold SpaceX at a $1.25 trillion valuation, creating a potential NAV uplift if its IPO prices higher.
SPCX $1.5T Cluseau Research
