data centers LandBridge: It’s the Pore Space Stupid!
LandBridge’s produced-water pore-space royalties, 69% of Q3 2025 revenue, offer durable value beyond its volatile Permian data-center…
LB $5.9B 310 Value’s Newsletter
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198 articles about companies over $50M
data centers 
ai Data Centers in the Permian Basin Part 3 - First Comes Power
Chevron’s proposed $6.5 billion, 2.5GW West Texas gas plant could support Permian AI data centers, with TPL, Oxy and WaterBridge land…
TPL $28B 310 Value’s Newsletter
consumer Haw Par Corporation Limited
Haw Par combines Tiger Balm’s stable cash flows with property, leisure and healthcare operations plus stakes in UOB and UOL.
HAWPY $3.6B smallvalue.
business models Drilling Down on Disposal: Parallels Between Produced Water and Municipal Waste Disposal
WaterBridge and Secure trade at 10–11x 2025 EBITDA despite produced-water disposal economics resembling higher-multiple municipal waste…
WBI $1.5B 310 Value’s Newsletter
business models Drilling Down on Disposal: Parallels Between Produced Water and Municipal Waste Disposal
WaterBridge and Secure trade at roughly 11x and 10x 2025 EBITDA despite produced-water disposal’s lower maintenance capex and…
WBI $1.5B 310 Value’s Newsletter
asset management Brookfield's New Lawsuit
Brookfield faces whistleblower allegations over its VC funds; $569 million of Q1 buybacks challenges claims that $8 million of remaining…
BN $95B 310 Value’s Newsletter
asset management Brookfield Corp. - Get a Buck for Fifty Cents
Brookfield Corp. trades at 13.2x 2025 distributable earnings and $45.97 against management’s $91.76 sum-of-the-parts Plan Value, discounted…
BN $95B 310 Value’s Newsletter
business models Unpacking eDreams' Capital Markets Day
EDreams nears 7.25 million Prime members and €180 million of Cash EBITDA, marking its shift from an online travel agency to a…
EDDRF $662M 310 Value’s Newsletter
business models The Strategic Value of eDreams
EDreams’ Prime travel subscription model makes the €3.6 billion European OTA a potential Uber, Airbnb or Amazon acquisition target.
EDDRF $662M 310 Value’s Newsletter
ai Under the Hood - Adobe Inc. ($ADBE)
Adobe generates 96% of revenue from subscriptions and converts over 40% into free cash flow, but generative AI tests whether Creative…
ADBE $99B Bearhold Research
business models Under the Hood - Tractor Supply ($TSCO)
Tractor Supply’s 2,602-store rural retail network supported 30+ years of growth.
TSCO $16B Bearhold Research
business models Under The Hood - Sprouts Farmers Market, Inc.
Sprouts Farmers Market’s 483-store fresh-food format combines dedicated distribution, curated assortments and long-built site selection,…
SFM $7.3B Bearhold Research
business models Under The Hood, Wingstop Inc. ($WING)
Wingstop generates most of its $697 million revenue from franchise royalties across a 3,153-restaurant, 98%-franchised system while…
WING $3.6B Bearhold Research
commodities RI(N)sing higher
RIN prices near all-time highs reflect tighter renewable-fuel mandates, a shrinking credit bank, and biodiesel production shortfalls.
FF $218M Treasure Hunting
aerospace & defense Short-term inflection, long-term compounder?
A debt-free Canadian aerospace microcap trades near 5x EV/EBITDA, with backlog-driven profit growth and a board-led capital-allocation…
FTG $578M Treasure Hunting
business models Under The Hood - Rollins ($ROL)
Rollins ($ROL) pairs automatically renewing pest-control contracts with route density and family-business acquisitions, producing 24…
ROL $19B Bearhold Research
balance sheets Under The Hood, Universal Health Services - $UHS
Universal Health Services faces a $432 million–$480 million annual Medicaid supplemental-payment hit by 2032, offset by behavioral-health…
UHS $10B Bearhold Research
balance sheets Under The Hood: Domino's Pizza - $DPZ
Domino’s 99%-franchised model converts global retail sales into royalties and supply-chain revenue, but $4.8 billion of debt and mature…
DPZ $11B Bearhold Research
business models Under The Hood: Ulta Beauty, Inc. ($ULTA)
Ulta Beauty’s 46 million-member loyalty model drove strong historical cash flow, but earnings have stalled since fiscal 2022 as SG&A rose;…
ULTA $22B Bearhold Research
business models Under The Hood, HCA Healthcare - $HCA
HCA Healthcare generated $75.6 billion of 2025 revenue and an 18.9% ROIC, pairing hospital-market scale with expanding margins and lower…
HCA $91B Bearhold Research
business models Under The Hood, Pool Corporation - $POOL
Pool Corporation controls roughly 40% of US pool-product distribution, with maintenance representing 64% of sales as new-pool construction…
POOL $6.9B Bearhold Research
business models Under The Hood, Novo Nordisk A/S ($NVO)
Novo Nordisk’s GLP-1 franchise transformed obesity treatment, while its valuation framework prices in 17 years of discounted cash flows.
NVO $228B Bearhold Research
ai The Consultant’s Dilemma: What AI Actually Does to Accenture ($ACN)
Accenture’s $5.9 billion in FY2025 genAI bookings supports implementation demand, while AI’s automation of junior work threatens the…
ACN $100B Bearhold Research
business models Under The Hood, ResMed ($RMD)
ResMed’s 30 million connected sleep-apnea patients, recurring masks and software support a data-driven healthcare platform; 11.9% annual…
RMD $31B Bearhold Research
