Charles Frischer on X
@ClayBaumung @PronkDaniel That assumes 15% growth in book value over the next 8 years, reinvestment of the yearly $15 dividend and $FFH selling for 2 times book value. Doesn’t seem crazy to me.
Sunday, May 3
Sunday, May 3, 2026
Everything we published on this day.
5 stories
Maha Capital
Maha Capital combines two assets valued at least 2x its pro forma market capitalization, with a catalyst intended to close the discount.
Silgan
Silgan’s long thesis rests on roughly 10% historical EPS growth and a potential rerating as its end-market exposure evolves.
Perpetua Resources CORP
Perpetua Resources (PPTA) is a development-stage gold mining project.
Bath and Body Works
Bath & Body Works is the remaining Les Wexner retail business after The Limited’s former brands were separated or sold.
