Solstice, Albertsons, Brockhaus and GM anchor a 34-case survey of activism, buybacks, M&A and strategic reviews, led by Starboard’s Solstice breakup thesis and GM’s $20 billion repurchase.
Andrew hosted me on his podcast. We talked about $NYCB, $COF, $DFS, $HOOD, and $FCNCA. https://t.co/CjxnHfVPI2
New Idea Brunch interview with @WhiteFalconCap is out Balkar goes over his past picks, including $NU which is up ~150%, and shares some of his new top ideas! https://t.co/iLoVkWVHIc
$CART Moved forward its lock-up expiration date to 2/16 (Thursday) from the original 3/19. >65% of the shares will be eligible for sale. COO leaving, just announced a restructuring w ambitious guidance. Almost certainly did so to support the stock in advance of a secondary.
$DAKT Est $50-70M revenue project. 4 jumbotrons, 5 ribbons + software contract for 2 stadiums. https://t.co/ANVOiAiZHn
$YOU Delta just significantly expanded its Digital ID program. This service is free, more efficient than Clear and now available in Clear's core markets. Other majors will have to follow in order to compete on service. Seems like this could kill $YOU in pretty short order. https://t.co/tgfebZZCWK
$YOU sales growth in light blue, Members in orange vs QTD web traffic. Dotted section is Q4 w consensus sales and member growth. https://t.co/NcihE7pbyD
$YOU Clear supervisor at JFK said they’ve experienced “a surge in new sign-ups from pre-Thanksgiving through the Christmas travel period.” Similarweb web traffic to their site shows a large acceleration in visits as well suggesting a potentially large Q4 earnings beat.
$OXM Very strong holiday selling season based on credit card data & other trackers for core Tommy Bahama and Lilly Pulitzer brands w very minimal promotion or discounts vs modest consensus growth expectations. Stock at 9x EPS, will be providing prelim numbers at ICR in 2 weeks.
Free Recaps of the best new stock ideas, delivered every morning.
Atour Lifestyle combines an asset-light Chinese hotel franchise network with Atour Planet sleep-product sales, using guest rooms as product…
Weyerhaeuser’s $23.07 sum-of-the-parts valuation rests on discounted timberlands, while its 4.3% dividend needs stronger free cash flow and…
Atlas Diary 
Sea Limited plans Sea Cloud and a Monee IPO, using 40-plus data centers and 25,000 GPUs while risking heavier capex and prolonged thin…
Strategy spent $1.84 billion repurchasing STRC below $100, bringing it near par and potentially reopening a preferred-share issuance…
Geneva Investor 1 click
Bumble agreed to a $6.05-per-share cash sale to Ithaca Holdings, 136% above its October 2 share price.
CoreWeave is compared with Amazon's early public years, when investors expected bankruptcy amid losses and dependence on outside capital.
Silvercorp’s falling Ying grades, prolonged GC suspension, El Domo execution risk and Chaarat funding needs weaken its valuation despite…
Onto Innovation's metrology, advanced-packaging and x-ray tools are expected to lift revenue and margins through 2027 as Dragonfly G5 and…
Off His Game 2 clicks
Vicor’s $66.6 million in AI power-delivery royalties generated about $50 million of operating profit, eclipsing its module business as…
Novo Nordisk has only floated hair loss, while Veradermics’ Phase 3 oral minoxidil data lead a field of licensing and takeover candidates.
HEICO sells FAA-approved aircraft replacement parts at 30% to 50% discounts to OEMs, gaining customers as restrictive aftermarket contracts…
Northrop Grumman posted 7% Q3 sales growth to $11.1 billion, lifted profit guidance and reached a record $109.6 billion backlog, led by…
AGI Inc trades at 5.6x earnings after a 35% post-IPO decline, despite roughly 30% ROE and resilient INSS payroll-loan growth.
Multiplo Invest 12 clicks
CoreWeave and neocloud peers face financing pressure, but sold-out GPU capacity and rising H100 and B200 rental rates support continued AI…
Group 1 Automotive’s $1.25 billion Atlanta borrowing lifts net corporate debt to about $4.4 billion; a 2009-style downturn leaves it near…
NioCorp values Elk Creek at $72 million against a $3.44 billion after-tax NPV, with $1.849 billion of financing and execution risk still…
GT Research 
Copper Fox’s C$9.1 million Schaft Creek program advances metallurgical, tailings, water and road studies toward a pre-feasibility study,…
Atlassian is sold after a 130% gain, while iShares MSCI Indonesia ETF is added following the market plunge; the update also assesses the…
Northrop Grumman reports Q3 2026 on October 20 with a $105 billion backlog, up 16% year over year, and trades at 23 times trailing…
Nebius reported Q2 revenue growth of 454% and $3 billion ARR, targeting 5GW of AI capacity by 2030 after a Palantir partnership.
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