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GLOO, part two

Gloo faces related-party deals, insider-heavy IPO ownership, acquisition losses and $84.5 million of CEO-backed puts as it burns cash and markets faith-focused AI tools.

GLOO $291M

Guardian Research 1h ago 1 click

6h ago CRWV $34B

CoreWeave: It’s Not Dying, Not Anytime Soon

Capitalist Letters 11 clicks

14h ago SVM $2.1B

Why I sold OB pick for 26 SVM

The Oak Bloke 14 clicks

From X

@TidefallCapital Aug 19

Trevor Scott on X

@ValueStockGeek @TSOH_Investing $UAA is a classic example https://t.co/l07hYqHs9w

@kab604 Aug 19

kab60 on X

$JKHY: "We delivered a record 58 competitive core wins for the year, including 14 institutions with more than $1B in assets, and both fourth-quarter and full-year non-GAAP revenue reached new highs." WONDER WHO THEY WON THOSE FROM $FISV https://t.co/60Z4Tv8OCK

@BlueDuckCap Aug 19 1 click

BDC on X

This is really bullish $STLN. Their data underpins much of the potential here in oncology immunotherapies. https://t.co/mimQBZ9OM2

@stockgutter Aug 19

SG on X

surprised to see the dip in $CCXI (SPAC to acquire Agility Robotics) today following the huge interest in Unitree IPO. https://t.co/wo7Hx1xVQL

@stockgutter Aug 19 1 click

SG on X

$MRNA news could be a huge breakthrough (probably will take years to know one way or the other), or it could be something not replicated in other trials. Either way the move is just enormous and the likelihood of a raise in the next few months is very high imo. Selling a few Jan27 220 calls, priced around 22.

@kab604 Aug 19

kab60 on X

The way mkt values $FIS vs $JKHY is as if it's $AAP vs. $ORLY / $AZO. Wait to see what happens when mkt realizes it's a StiCKY, mIsSiOn CriTiCaL sYStEm oF reCoRD cOmPounDiNG FCF/SHARE > 15%!!! #NEVERSELL

@majgeoinvesting Aug 19

Maj Soueidan on X

I used to like $EML, but it was never able to sustain the momentum it was gaining prior to COVID, partly due to its exposure to the cyclical trucking market. It's recent acquisitions in the aerospace could make it interesting again. https://t.co/u7uvBGERlA

@evantindell Aug 19 1 click

Evan Tindell on X

Hi please bring me all of your most bearish arguments on $MRNA and why this price is unsustainable, the final phase 3 data won't be that good, it won't work in other cancers, etc

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CHGG · long

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