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Sally Beauty Holdings: When the Market Misprices a 50 %-Margin Niche Leader
Sally Beauty Holdings (“SBH”) is the world’s largest specialist distributor & retailer of professional hair colour and care.
Jun 24
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Elysium Research
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Sally Beauty Holdings: When the Market Misprices a 50 %-Margin Niche Leader
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Autohome Inc. (NYSE: ATHM | HKEX: 2518)
Cash‑Rich Data Powerhouse Riding China’s NEV Boom
Jun 9
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Elysium Research
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Autohome Inc. (NYSE: ATHM | HKEX: 2518)
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Sohu.com (NASDAQ: SOHU) — Deep-Value Net‑Net
1.
Jun 9
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Elysium Research
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Sohu.com (NASDAQ: SOHU) — Deep-Value Net‑Net
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March 2025
Long Centene Corporation ($CNC)
The Bullish Case for ($CNC)
Mar 2
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Elysium Research
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Long Centene Corporation ($CNC)
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Macro Trade #1: Long United Kingdom Bonds, Gilt 4.25% 07dec2055 Short German 30Y Bunds.
I’ve been closely analyzing duration bonds in Developed Markets, particularly in light of rising geopolitical risks stemming from the Trump…
Mar 2
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Elysium Research
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Macro Trade #1: Long United Kingdom Bonds, Gilt 4.25% 07dec2055 Short German 30Y Bunds.
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February 2025
Introduction to Elysium Research - Prop Risk Model & Trade Sizing
By Elsysium
Feb 12
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Elysium Research
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Introduction to Elysium Research - Prop Risk Model & Trade Sizing
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