Letters by company
Bloomin' Brands, Inc.
2 letters discussing BLMN. Everything written about it on this site is on its ticker page.
- Miller Value Partners Finding Value in a Momentum Market Deep Value Select argues that momentum-driven AI and semiconductor valuations embed overly optimistic assumptions, while smaller value companies and energy remain overlooked. It added to Crescent Energy and Gray Media after price declines, initiated Coty as a turnaround investment, and sees Bloomin Brands’ operational transformation supporting margin recovery. Q2 2026 BLMN $868MCOTY $3.6BCRGY $5.6B
- Miller Value Partners Deep Value Strategy Value and Small-Cap Outperformance Accelerates Miller Deep Value Strategy argues that low-valuation and smaller-cap equities can continue to benefit as concentration, expensive growth valuations and AI-related capital spending create risks. The strategy added to JELD-WEN and Conduent and initiated Crescent Energy and Bloomin’ Brands, citing turnaround plans, asset values and free-cash-flow potential. first quarter 2026 BLMN $868MCNDT $193MCRGY $5.6B
