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
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198 articles about companies over $50M
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
Nvidia, Nano-X and the interpretation of 13F filings
Nvidia’s $380,000 Nano-X stake came from Zebra Medical Vision’s acquisition and is managed by another reporting person, undermining the 50%…
NNOX $67M 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
buybacks Kazakhstan, Japan, and Trimming a Winner
Kaspi.kz’s 850 KZT ADS dividend establishes a roughly 9% yield after Hepsiburada spending; Japanese buyback disclosures test whether 0.61x…
KSPI $17B Cluseau Research
buybacks Earnings Updates and A Software Shot in the Dark
Ategrity Specialty’s 30% premium growth, stable reserves and $50 million buyback target an undervalued, thinly traded specialty insurer.
ASIC $1.1B Cluseau Research
earnings Tis The (Earnings) Season
Argentine banks, tariff-exposed stocks and Customer’s Bancorp anchor an earnings-season watchlist after Milei’s election victory,…
CUBI $2.6B Cluseau Research
ai Carving Up the TPU
Google’s TPUs give it vertically integrated AI training and inference economics as Anthropic and Meta consider adoption, challenging…
GOOGL $4.1T Citrini Research
business models $LNW: a slot machine oligopoly at half Aristocrat's multiple | Zack Buckley
Light & Wonder trades at 7–8x EBITDA versus roughly double for Aristocrat despite 70%+ recurring revenue, with game-launch timing, AI fears…
LNW $8.8B Yet Another Value Podcast
buybacks $PRKS: SeaWorld, an 8% cash yield, and a possible 80% short squeeze | Hawkins Entrekin
United Parks trades at 8x EBITDA with an 8%+ unlevered cash yield, aggressive buybacks and roughly 80% effective short interest, while…
PRKS $2.1B Yet Another Value Podcast
activism $CBZ: stop the buybacks and restart the M&A flywheel? | Reference Equity
CBIZ activist Ryan Bunn urges ending buybacks, issuing equity and resuming bolt-on acquisitions to delever after the $2.3 billion Marcum…
CBZ $3B Yet Another Value Podcast
management Braemar Hotels & Resorts: Internalizing Management
Braemar Hotels & Resorts is internalizing its management.
BHR $154M Clark Street Value
GRZ 2026-06-12 commodities How to invest in Venezuela’s giant gold mine
Gold Reserve offers exposure to Venezuela’s giant gold mine as the US moves to reopen the country for business.
GRZ $935M Undervalued Shares
BMRMF 2026-05-29 europe SBM – capital flight triggers another all-time high
SBM, Monaco’s largest company, reaches another all-time high as capital flows back to Europe and boosts the Principality’s property-heavy…
BMRMF delisted Undervalued Shares
healthcare Theravance Biopharma: Failed Phase 3 Trial, Strategic Review
Theravance Biopharma began a strategic review after a failed Phase 3 trial.
TBPH $874M Clark Street Value
m&a Braemar Hotels & Resorts: HST Four Seasons Sale, Updated Thoughts
Braemar Hotels & Resorts’ Four Seasons sale prompts updated views on HST.
BHR $154M Clark Street Value
business models Green Dot: Creating a Standalone BaaS Bank
Green Dot creates a standalone banking-as-a-service bank.
GDOT $750M Clark Street Value
Golden Entertainment: PropCo OpCo Split, Insufficient MBO Offer
Golden Entertainment’s PropCo-OpCo split follows an insufficient management buyout offer.
GDEN delisted Clark Street Value
asia Light & Wonder: Moving Primary Listing to ASX
Light & Wonder plans to move its primary stock listing to the Australian Securities Exchange.
LNW $8.8B Clark Street Value
management Braemar Hotels & Resort: Gross Asset Management Contract, Initiated Sales Process
Braemar Hotels & Resorts initiated a sales process and faces a gross asset management contract.
BHR $154M Clark Street Value
