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Bumble is being taken private

Bumble agreed to a $6.05-per-share cash sale to Ithaca Holdings, 136% above its October 2 share price.

BMBL $783M

Modern Value Investing 2h ago 2 clicks

3h ago GLOO $291M

GLOO, part two

Guardian Research 2 clicks

8h ago CRWV $34B

CoreWeave: It’s Not Dying, Not Anytime Soon

Capitalist Letters 12 clicks

From X

@irbezek Aug 15 4 clicks

Ian Bezek on X

@boujee_banker @Nobilis_Capital @HettyGreen2020 $FMX reports Bara data, it's growing double digits as well, albeit slower than $TBBB. https://t.co/hlJy1GhSnZ

@irbezek Aug 15 3 clicks

Ian Bezek on X

@sadvalueinvestr Anthropic buying Pacifico Airports $PAC at 25x EBITDA would be accretive to their earnings, and I'd be a willing seller at that price. Let's make a deal!

@majgeoinvesting Aug 15

Maj Soueidan on X

Been thinking about $FTEK for the last couple days. My first reaction to the Q2 report was disappointment (although, it was largely expected). However, I’m trying to get better at flipping my initial positive or negative emotional reactions and think of the counter responses. For FTEK, that would be: ✔️Tiny bit of information arbitrage in the earnings call that they are trying to iron out some things with a data center customer on supply chain guarantees. The key here is that they’re having active discussions with that customer. I don’t think they previously got anywhere close to that. ✔️The new CEO could potentially flip the narrative on FTEK pretty quickly. It looks like the company has a bloated expense profile. I want to see if there’s anything in that structure that could be eliminated, that would quickly make the company profitable. ✔️Furthermore, maybe the new CEO takes the company’s $30M cash balance, and makes an acquisition. Due to his experience working at $CECO prior to joining FTEK, he should have some experience evaluating acquisitions,

@majgeoinvesting Aug 15

Maj Soueidan on X

Here’s another example of why investing is hard. You got the social and financial media telling you that AI is a bubble and that the level CAPEX can’t last. Then you got companies like $STRL and $TPC with great visibility… and now $CECO with visibility out to 2030.🤷 https://t.co/DWLzQBGNCm

@convequity Aug 15

Convequity on X

Agentic AI is real — but not every SaaS name is in the same seat. Part 2 of our VAR-Resistance scorecard deep-dives $PLTR, $DDOG & $NET: • Who can own the agent layer • Who is durable plumbing agents pay for • Who is more exposed New research out now. https://t.co/xWUbo4JtBs

@majgeoinvesting Aug 15

Maj Soueidan on X

This is what dilution looks like, courtesy of $DVLT - from 5.6 million shares to almost one billion shares in around two years. Spectacular!! https://t.co/UyfWHQVfFm

@DOMOCAPITAL Aug 14

DOMO Capital Management, LLC on X

Looks like a nationwide bankruptcy... Huge for $PBI presort business... https://t.co/giIQNCyH2Y

@irbezek Aug 14 2 clicks

Ian Bezek on X

@WaterworldCapi1 $jets Bad industry, oil might go up again, consumer spending may roll over, and the new "capacity discipline" is more lucky accident than strategic. Somebody, probably $aal will start dumping capacity on routes again and margins back to zero

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Carecloud News

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Cestrian Capital Research 25h ago 35 clicks

Heico Corporation

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Cestrian Capital Research 32h ago 4 clicks

Monte Investments Market Brief Vol. CXXXII

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Monte Independent Investment Research 34h ago 8 clicks

Group 1 Automotive: The Debt Stress Test

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Cannibal Stocks 36h ago 12 clicks

LCNB: Solid Q3 2026 With A 4.7% Yield

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Sorrento Research 38h ago 2 clicks

CHGG · long

Chegg Inc

Chegg is framed as a binary long with 500% upside against 20% downside.

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Value Investors Club Jul 22 14 clicks

Copper Fox Metals: Research Flash

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Atrium Research - Equity Research 45h ago 6 clicks

WD #360: New Trade, Recent Market Action, Brazil/Inter Update

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Ian’s Insider Corner 45h ago 14 clicks

Northrop Grumman (NYSE: NOC) Q3 FY12/26 Earnings Preview - Accumulate Rating, Zones And Stop Inside

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NOC $73B

Cestrian Capital Research Oct 19 4 clicks

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NBIS $46B

Salix Research Oct 19 14 clicks

AppLovin Deep Dive

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