jim impoco

media person

[jim impoco @jimpoco]

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. https://t.co/Bh1e3docQk

[Shanghai Daily @shanghaidaily]

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.

[Hunterbrook @hntrbrkmedia]

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.

[Hunterbrook @hntrbrkmedia]

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.

[jim impoco @jimpoco]

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. https://t.co/PW3Cjzzb26

[jim impoco @jimpoco]

@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]

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.

[Jonathan Martin @jmart]

Last days of Rome stuff

[jim impoco @jimpoco]

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]

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.

[Hunterbrook @hntrbrkmedia]

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:

[jim impoco @jimpoco]

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 https://t.co/mGFgltiXLh

[jim impoco @jimpoco]

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]

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

[jim impoco @jimpoco]

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 https://t.co/Jny63WbcjO

[jim impoco @jimpoco]

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 https://t.co/Jny63WbcjO

[jim impoco @jimpoco]

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]

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.

[jim impoco @jimpoco]

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]

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.

[Jen @zhonnika]

THIS IS THE BEST PHOTO

[julie k. brown @jkbjournalist]

Prince Andrew's Arrest
Never in a million years did I fathom this when I resurrected the Epstein story in 2018.
https://t.co/YxkfChUCV7

[jim impoco @jimpoco]

“You live here, you’re gonna get cancer,” a local mother said.

[Hunterbrook @hntrbrkmedia]

A $3.8B Thai petrochemical giant, Indorama Ventures, pledged to be a responsible neighbor after buying a major southeast Texas plant.

Documents obtained by @hntrbrkmedia show the company exposed thousands to carcinogens, violated permits, and hid toxic leaks from regulators.

[jim impoco @jimpoco]

Is there a digital guest log for Epstein's private island hiding on Ubiquiti servers?

[Hunterbrook @hntrbrkmedia]

BREAKING: It’s not just Russia, DOJ records reviewed by @hntrbrkmedia show Ubiquiti networking, servers, and surveillance equipment were installed across Jeffrey Epstein’s private island before his arrest in 2019. $UI did not reply to repeated requests for comment.

[jim impoco @jimpoco]

The US government has subpoenaed Texas-based oil driller Sable following allegations by Hunterbrook Media that the company selectively disclosed information to investors, including pro golfer Phil Mickelson https://t.co/uvYhCFCTmd