Our Views on CoreWeave
CoreWeave's financial statements point to a business model familiar to the authors after a closer review of the AI infrastructure company.
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From X
Adam D. Wyden on X
@InvestSpecial How do you get to 12.00? I think post sterno sale and rolling fwd to 2027 numbers you are 30+ pre mgmt contract…. Which will come down wit asset sales no matter what. $codi
Charles Frischer on X
@lindenstcapital $NN In the last 12 OIRA actions at the FCC, it looks like approval was received the same day as the blog was posted in 6 cases. Tomorrow is still possible. We will find out by around 2:30 PM on Wednesday. If not, April 28th is only 21 days away.
Charles Frischer on X
@lindenstcapital $NN Shares were lower today on 1.7 million in volume. Investors were concerned that OIRA hasn't approved the NPRM as of today. Also, airline groups filed objection based upon interference. I still think we have a reasonable chance for tomorrow and if not, then April 28th.
Tim Eriksen on X
ECIP recipient, Citizens Bancshares $CZBS announces $4 million repurchase program. About 5% of market cap. https://t.co/cXfWhyXnSF
Charles Frischer on X
@MLedrappier @CalgaryLeveen No doubt a sale of Globalstar to Amazon or SpaceX would be great news for $NN. Especially at the valuations being cited. I am long a small position in $GSAT. This would be an incredible day for NN. Validates spectrum valuations
catechwilliams on X
@TaylorStCap $MRLN Investor presentations, company filings and public statements clearly represent that they are trying to develop pilotless technology (see intro slide of their IR deck below). Regardless I believe drone technology and auto-pilot assist systems have existed for many years. https://t.co/aCvg9KFLhP
catechwilliams on X
$MRLN. Recent SPAC. Development-stage science project attempting to make autonomous airplanes. Even if they ever get FAA approval, it will take a brave sole to get in a plane with no pilot and/or send high value cargo. Many existing autopilot competitors. Burning $70M/ year.
Investor Letters
All letters- EdgePoint Wealth Management 3rd quarter, 2026 ROST $76BTTNDY $28B
- Guinness Global Investors third quarter of 2026 AFL $60BDANOY $44B
- Rowan Street Capital third quarter 2026 TTD $6.1B
- Artisan Partners Q3 2026 DANOY $44BHDLMY $29B
- The London Company 3Q2026 ENTG $23BMLM $37B
- Pzena Investment Management Third Quarter 2026 005830 $9.2BBAX $13B
- Vulcan Value Partners Third Quarter 2026 FBIN $5.1BIQV $44B
- White Falcon Capital Management Q3 2026 CSGP $14BCSIQ $626M
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