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Tailwind Holdings

Publishes value-oriented company research on overlooked businesses, often emphasizing earnings yields, returns on capital, balance sheets, and asset value.

https://favonahathaway.substack.com/

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Latest post9 Nov 2026
Rangatira LimitedThe Rangatira Case Study-9 Nov 2026
Haitian International Holdings LimitedA World Champion, Priced Like It's Going Out of Business-2 Nov 2026
AB Zemaitijos pienasThe 100-Year-Old Cheese Maker Trading at Under 5x Earnings, +19% ROIC-25 Aug 2026
Baguio Green Group LimitedThe Government's Garbage Man Trades for 3.9x Earnings-18 Aug 2026
Hyundai Department Store Co. Ltd.Li Lu's 2004 Playbook, Run on a 2026 Stock: 40c on the dollar for hard assets, 33% earnings yield, debt free, 35% ROIC. -23 Jul 2026