Archive - Bonnefin Research

Everyone Should Care About Capital Allocation

Run From It. Hide From It. It Is Inevitable.

Feb 19 • Bonnefin Group

The Humanoid Robotics Boom

Opportunities and Threats as the Industry Grows

Feb 17 • Bonnefin Group

Anthropic's $380 Billion Valuation

$30 Billion Raised and the State of the Models

Feb 15 • Bonnefin Group

What to Do About PayPal?

Value Trap or Value Opportunity?

Feb 12 • Bonnefin Group

The Great Copper Investment Thesis

Breaking Commodity Cycles or Repeating Old Traps?

Feb 5 • Bonnefin Group

SpaceX / xAI Merger

Go $1.25 Trillion or Go Home

Feb 5 • Bonnefin Group

January 2026

Back of the Napkin Valuation Tools

Simple is Usually Best

Jan 29 • Bonnefin Group

The Mandate of Capital

Heavy Is the Crown

Jan 25 • Bonnefin Group

Intel’s Disappointing Earnings

A 17% Drop on a Poor Earnings Report

Jan 24 • Bonnefin Group

The Great Memory Shortage

The Consequences of the AI Buildout Continue

Jan 21 • Bonnefin Group

DeepSeek Engram

Brace Yourself for V4

Jan 19 • Bonnefin Group

December 2025

A Primer on Value Investing

All Sound Investing is Value Investing

Dec 23, 2025 • Bonnefin Group

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