My previous investment thought on Bloomin’ Brands ( BLMN ) was a hold rating because of the huge FY25 guidance revision and the elevated valuation. Now, with the latest data and developments, I am now upgradingI focus on long-term investments while incorporating short-term shorts to uncover alpha opportunities. My investment approach revolves around bottom-up analysis, delving into the fundamental strengths and weaknesses of individual companies. My investment duration is the medium to long-term. Ultimately ...