MentionTraceStock ideas from sharp blogs, podcasts & letters

Blog

John Hempton's Newsletter

https://johnhempton.substack.com/

Mentions8
Posts3
Latest post31 May 2026
BeOne Medicines AGThe last Bristol Myers' blog post was wrong on the core thesis-31 May 2026
BioNTech SEThe last Bristol Myers' blog post was wrong on the core thesis-31 May 2026
Bristol-Myers Squibb CompanyThe last Bristol Myers' blog post was wrong on the core thesis-31 May 2026
Summit Therapeutics Inc.The last Bristol Myers' blog post was wrong on the core thesis-31 May 2026
Akeso, Inc.The last Bristol Myers' blog post was wrong on the core thesis-31 May 2026
Akeso, Inc.A non-consensus thesis: the forthcoming demise of Bristol Myers Squibb.-26 May 2026
Bristol-Myers Squibb CompanyA non-consensus thesis: the forthcoming demise of Bristol Myers Squibb.-26 May 2026
Brambles LimitedBrambles - the pallet maintenance issue-18 May 2026