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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120 articles about companies over $2B
BBWI long 2026-05-03 business models 
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
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
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
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
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
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
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
financials Dun & Bradstreet: Strategic Process Wrapping Up, Cheap Valuation
Dun & Bradstreet’s strategic process is wrapping up as the company trades at a cheap valuation.
DNB delisted Clark Street Value
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, H2 game launches, and…
LNW $8.8B Yet Another Value Blog
buybacks $PRKS: SeaWorld, an 8% cash yield, and a possible 80% short squeeze | Hawkins Entrekin
United Parks trades around 8x EBITDA with an 8% unlevered cash yield, aggressive buybacks and roughly 80% effective short interest, despite…
PRKS $2.1B Yet Another Value Blog
balance sheets $CBZ: stop the buybacks and restart the M&A flywheel? | Reference Equity
CBIZ's proposed shift from buybacks to equity-funded bolt-on M&A targets renewed revenue compounding after the $2.3 billion Marcum deal and…
CBZ $3B Yet Another Value Blog
