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Vaapad Capital
All positions

MEI

Technology

Methode Electronics, Inc.

Current positionSubscribers

No current live-book snapshot for MEI in this environment.

Weight, entry and P&L are read from the reconciled brokerage snapshot with a LIVE/STALE/FALLBACK/SHADOW freshness ribbon. When MEI is an open position in the founder's book, the figures render here for subscribers; otherwise this stays an honest empty state rather than showing fabricated numbers.

Why it moved today

MEI fell -16.89% versus its prior close (last 15.3 vs prior close 18.41) (as of 2026-07-02 20:44 UTC). The market was post at the time of this quote. This is a descriptive record of the move — not a forecast or a recommendation.

Rewards

  • MEI gives the book Technology exposure — see how that sits in the overall sector mix.Sector allocation
  • MEI has 1 fully round-tripped call(s) on the public ledger — every one scored, winners and losers.Open the Call Ledger

Risks

  • MEI is a single, concentrated position in one founder's personal book — single-name risk, not a diversified fund.Full risk disclaimer
  • Past performance is not a reliable indicator of future results. Everything on this page is retrospective disclosure, not investment advice.Full disclaimer

Position scorecard

Track recordConvictionMomentumValueQuality
53avg / 100
  • Track record— 100% hit rate over 1 closed call.94
  • Conviction— Based on 7 recorded events.45
  • Momentum— Today -16.89% vs. prior close (single-session).0
  • Value— From 4 valuation multiples (lower = cheaper).77
  • Quality— From 4 profitability / balance-sheet metrics.47

A retrospective, descriptive summary derived from the facts on this page — the founder's own closed calls, recorded conviction, live position P&L and public third-party fundamentals. It is not a rating, price target, or buy/sell signal. Axes marked “n/a” lack sufficient inputs and are shown honestly rather than guessed. Past performance is not a reliable indicator of future results.

Fundamentals

Valuation multiples

Market cap
$542.72M
Enterprise value
$864.34M
P / E (TTM)Price to trailing earnings
—
P / E (fwd)Price to forward earnings
23.18x
P / BPrice to book value
0.80x
P / S (TTM)Price to trailing sales
0.53x
EV / EBITDA
11.68x
Dividend yield
1.1%

Key financials

Revenue (TTM)
$1.02B
Revenue growthYear-over-year
+15.9%
Earnings growthYear-over-year
—
Profit margin
-3.5%
Return on equity
-5.2%
Debt / equity
0.52x
Free cash flow
$56.16M
Beta (5y)Volatility vs. market
1.59

Ownership & float

Shares outstanding
35.47M
Public float
34.53M
Institutional held
92.1%
Insider held
3.1%

Third-party market data (Yahoo Finance), for information only — retrospective and descriptive, not investment advice. Values may lag the latest filing. Fetched 02. Juli 26. Any metric the provider did not report is shown as “—” rather than estimated.

The thesis

No public thesis published for MEI yet.

The public thesis is drawn from the founder's published field notes. When a public note tagging MEI goes live, its thesis anchors this section. Subscriber-only notes are listed below as locked teasers — their content is never surfaced here.

Conviction history

  1. Exited29. Jan. 26

    Exited position

    53,600 @ 0.225 EUR

  2. Adding14. Jan. 26

    Added to position

    3,600 @ 0.22 EUR

  3. Trimming29. Dez. 25

    Trimmed position

    8,000 @ 0.17 EUR

  4. Adding23. Dez. 25

    Added to position

    3,000 @ 0.18 EUR

  5. Adding23. Dez. 25

    Added to position

    5,000 @ 0.18 EUR

  6. Building21. Dez. 25

    Entered — building position

    30,510 @ 0.19 EUR

  7. Adding21. Dez. 25

    Added to position

    19,490 @ 0.19 EUR

Position history

7 fillsNet 0 unitsBought 61,600Sold 61,60021. Dez. 25 → 29. Jan. 26
DateActionQtyPriceValueRunning net
29. Jan. 26SELL53,6000.225 EUR12,060 EUR0
14. Jan. 26BUY3,6000.22 EUR792 EUR53,600
29. Dez. 25SELL8,0000.17 EUR1,360 EUR50,000
23. Dez. 25BUY3,0000.18 EUR540 EUR58,000
23. Dez. 25BUY5,0000.18 EUR900 EUR55,000
21. Dez. 25BUY19,4900.19 EUR3,703.1 EUR50,000
21. Dez. 25BUY30,5100.19 EUR5,796.9 EUR30,510
Reconciled from the founder's brokerage record. Running net is the signed inventory after each fill — EUR prices as executed. Retrospective disclosure, not advice.

MEI on the Call Ledger

ClosedDirEntry → ExitHoldReturn
29. Jan. 26LONG0.19 → 0.218 EUR38d+14,39%
See the full Call Ledger →

Field notes mentioning MEI

No field notes mention MEI yet. Browse all field notes →

This page is a retrospective, descriptive disclosure of a single position in the founder's personal trading account — reconciled against IBKR Flex. Not investment advice and not a solicitation to buy or sell any security. Weight, entry and P&L are stamped with the data-freshness state; live figures may lag. Past performance is not a reliable indicator of future results.Diese Seite ist eine rückblickende Darstellung einer einzelnen Position im persönlichen Handelskonto des Gründers, abgeglichen mit IBKR Flex — keine Anlageberatung. Frühere Wertentwicklung ist kein verlässlicher Indikator für künftige Ergebnisse.Full disclaimer