jim impoco @jimpoco

media person Richmond, VA Joined January 2009

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nazzo @nazzobetweeting

3 weeks ago

I’M SCREAMING

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TSDR Trading @TSDR_Trading

3 weeks ago

Idk who she is but I know Paul Tudor Jones when I see him!

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NEW: Ensign ($ENSG) is a $10 billion skilled nursing facility roll-up that markets 5-star ratings and "industry-leading" outcomes. The numbers are a mirage. Behind them is understaffing, which experts told Hunterbrook may be illegal under both federal and state law.

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jim impoco @jimpoco

3 weeks ago

A 5-month @hntrbrkmedia investigation reveals that America’s largest nursing home operator has a dark "secret sauce." The Ensign Group’s $10 billion empire gets its edge from chronic facility understaffing. newsletter.hntrbrk.com/p/ensign-the-n…

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Shanghai Daily @shanghaidaily

4 weeks ago

A 26-year-old from Sichuan just wowed America’s Got Talent with eight Unitree robots. Wu Yufei danced alongside the robots, stunned the judges and audience, and earned a unanimous pass to the next round.

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Hunterbrook @hntrbrkmedia

2 months ago

Datadog. Czechoslovak Group. Himax. We’ve published a dozen articles over the past 3 months—from a petrochemical giant in Texas to a hidden photonics supplier in Taiwan. Our mission: pioneering a new model to fund investigative journalism.

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Hunterbrook @hntrbrkmedia

2 months ago

NEW: Europe’s biggest military IPO is combusting. Our months-long dive into the Czechoslovak Group — and the question of just how much ammunition it really produces.

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jim impoco @jimpoco

2 months ago

Arms dealer CSG touts its state-of-the-art operations, but what @hntrbrkmedia Media found wasn't the future of European defense. It was a time capsule -- a network of Soviet-era factories and a business model reliant on reselling old ammunition. hntrbrk.com/csg/

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jim impoco @jimpoco

2 months ago

@bethanymac12 and @hntrbrkmedia just broke the magician’s code. A deep dive into the $1.7 trillion world of Hamilton Lane and the accounting "magic" behind their valuation outperformance.

Hunterbrook @hntrbrkmedia

2 months ago

New from Hunterbrook and @bethanymac12: While private credit fills headlines, the risks of private equity have flown under the radar. Today, we dive into one of its giants: Hamilton Lane.

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Jonathan Martin @jmart

2 months ago

Last days of Rome stuff

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jim impoco @jimpoco

3 months ago

Lennar CEO Stuart Miller says the company’s asset-light shift is getting “more interesting by the day.” It’s indeed "interesting" that a $2B annual rent check to Wall Street is being booked as an asset while margins crater to a peer-group low.

Hunterbrook @hntrbrkmedia

3 months ago

NEW: Lennar appears to have locked itself into paying billions in fees to Wall Street firms just to hold land it used to own. Those fees are recorded as assets — not expenses — on Lennar's balance sheet. But the bill is coming due. And it may rival $LEN’s profits.

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Hunterbrook @hntrbrkmedia

4 months ago

NEW from Hunterbrook Media x @citrini7: the sleepy Taiwanese semiconductor company Himax appears to be manufacturing critical photonics components for NVIDIA's next-gen co-packaged optics platform. Also: Apple? Full article — and video game! — on $HIMX:

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jim impoco @jimpoco

4 months ago

The firm that powered the digital photo frame on your grandmother’s mantel and the Face ID on your iPhone X is now the unlikely epicenter of the Phase Two AI revolution. New from @hntrbrkmedia with help from @Citrini7 hntrbrk.com/himax/

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jim impoco @jimpoco

4 months ago

After @hntrbrkmedia exposed how RadNet was allegedly juicing its same-center growth metrics, the company had a curious response in its latest SEC filing: It deleted the metric entirely. Insiders say the goal was "to present a better financial picture than what's truly accurate."

Hunterbrook @hntrbrkmedia

4 months ago

BREAKING: RadNet no longer reporting key “same-center” revenue growth statistic — after Hunterbrook exposed its flaws.

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jim impoco @jimpoco

4 months ago

New from @hntrbrkmedia: predatory ads are hiding behind prestige mastheads, luring retail investors into rotten balance sheets. The game is rigged, even in the legacy press hntrbrk.com/shark-tank/

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jim impoco @jimpoco

4 months ago

Is Hercules Capital hiding its software exposure? @HunterbrookMedia analyzed every loan in $HTGC’s annual report and found a pattern: companies that call themselves 'software' are being filed under different categories.

Hunterbrook @hntrbrkmedia

4 months ago

NEW INVESTIGATION: Hercules Capital is the most software-exposed private lender of any meaningful size in America. 35% of the value of its loan portfolio — $1.5 billion, 70 cents for every dollar of NAV — is software. $HTGC also trades at the richest valuation in its class.

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jim impoco @jimpoco

4 months ago

Generac, the nearly 70-year-old Wisconsin legacy, is no longer just for storm-proofing your basement—it’s now the unlikely backbone of the world’s biggest data center buildout.

Hunterbrook @hntrbrkmedia

4 months ago

We dug into the permits for OpenAI's Stargate data center in Abilene, Texas. Buried on pages 42 and 43: 28 emergency backup generators powered by Baudouin — a French engine brand almost no one sells in America. Except Generac.