What Lies Beneath: The Developer Building a Data Center on a Former Army Dump Laced With Munitions and Carcinogens
Digital Realty paid $120 million for Atlanta-area parcels including a former Army dump with buried carcinogens and military ordnance.
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BDC on X
Yes. Minority specs investors get in line. 7k patents. No puck. Who wants to do the sotp for $snap when they get the $5B (at least) mark on Specs? Is 2.5x ebitda cheap? https://t.co/Y3kEu8rObr
Barbarian Capital on X
General Mills Profit, Sales Slip as Turnaround Continues $GIS https://t.co/hCadtnVNZ8
Barbarian Capital on X
Cracker Barrel Targets Sales Growth as New CEO Keeps Strategy Intact $CBRL https://t.co/kyqbCDcQSK
Barbarian Capital on X
Grail’s Multi-Cancer Blood Test Gets FDA Committee Vote for Premarket Approval $GRAL https://t.co/bdcNEQtgT5
Barbarian Capital on X
Activist Starboard Urges Construction Company to Explore Sale $KNF https://t.co/SaDmClimTV
Barbarian Capital on X
Barry Diller Withdraws Bid for MGM Resorts $MGM https://t.co/2iXlXJ49gY
Barbarian Capital on X
$CROX is the footwear for historic moments https://t.co/BWIcDcD92J
junkbondinvestor on X
Update on Loparex, the loan Blue Owl marked from 88 to 5 cents in just 8 months. The restructuring is now set. $OWL's entire ~$160mm 2L gets wiped out for a small piece of equity. Monarch and General Atlantic take control after buying the 1L at distressed prices earlier this year. Looks like the 5 cent mark in June was close to right. The question was always why it was 88 six months earlier...
Investor Letters
All letters- Artisan Partners Q3 2026 GRAL $6BJPPTY $68B
- White Brook Capital Third Quarter 2026 ACNT $123MCCLD $79M
- Davenport Asset Management Q3 2026 ACM $7.6BAMT $86B
- Distillate Capital 2026 Q3 TOL $12B
- Ariel Investments Quarter Ended September 30, 2026 BIO $9.7BCRL $15B
- Rewey Asset Management 3Q26 MEC $362MUCTT $2.5B
- Hosking Partners Q3 2026 DHT $4.1BHAFN $5.4B
- Guinness Global Investors third quarter of 2026 AFL $59BDANOY $44B
Free Recaps of the best new stock ideas, delivered every morning.
Expert Call | Q3 2026 Optical Components Market Dynamics, Vendor Market Share, & 2027 Growth Outlook
Optical-component vendor call covers 800G and 1.6T demand, AI cluster optical density, market share, pricing and 2027 growth for Coherent,…
SiriusXM: Dirt Cheap, Looming Catalysts, Short Squeeze Candidate
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LA Capital 4 clicks
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Dorchester Minerals: Variable Royalty Income Without Enough Valuation Discount
Dorchester Minerals' 9.5% normalized yield and debt-free royalty model are offset by limited upside at $29.71, as extraordinary…
Atlas Diary 3 clicks
Tuya: A Global Smart-Home Platform Priced Like a Cash Box
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Fannie Mae Preferreds For Post-Midterm IPO Announcement
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Glen Bradford 5 clicks
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DexCom: The 15-Day Sensor Lowered The Cost Curve Before The Type 2 Wave Arrives
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Equity Eagle 4 clicks
Is The Market Turning The Page?
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PesoRama: Research Flash
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CoreWeave: Why Credit Markets See A 54% Chance Of Default
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Dustin Quasney 24 clicks
AppLovin Deep Dive
AppLovin rebuilt its ad model with AXON 2.0, lifting LTM revenue to about $7 billion and margins to 77% as Unity competition threatens…
Problems at Dream Finders Homes (DFH)
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Park Aerospace: The Q2'27 Sell-Off Misreads a Sole-Source Defense Supplier
Park Aerospace’s 11% Q2’27 sell-off overlooks sole-source PAC-3 rocket-motor materials and A320neo engine composites, with missile capacity…
uniQure: The Market Graded The Wrong Exam
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Bhavneesh Sharma 16 clicksHave a source we’re missing? Send your pick
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