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PesoRama: Research Flash

PesoRama will reach 54 JOi Dollar Plus stores by November after raising C$28.4 million, funding more than 50 additional Mexican store openings.

TBBB $6.8B

Atrium Research - Equity Research 14h ago

19h ago MOD $9.2B

Modine Deep Dive

CV's Substack 8 clicks

29h ago RIG $6.2B

Breaking: The Offshore Monopoly Is Legal Now!

Cannibal Stocks 29 clicks

From X

@BrokenMoats Sep 17

Broken Moats on X

I will add after this weeks 30% rise in man of these names. A lot of them need cash, they are low on their cash balances with cash burn businesses. $TXG through 70m already this year with only 200m in cash, plenty others that are similar. I imagine they are about to hit the bid and soon

@BrokenMoats Sep 17

Broken Moats on X

SMR reactors last year or quantum...appears the current moments basket of trash stocks with a narrative that doesn't fit the companies is 3rd derivative ai drug discovery plays (genome, simulation software, etc). $TWST $TEM $SDGR $TXG and theres more My favorite is $WGS - opko rehash with key players from there somehow sitting on a multi billion dollar valuation currently. There were caught with billing schemes multiple times at Opko as well as other serious problems (see Philip frost and opko). A member of the board actually still sits on Frosts charity and the CEO was the CEO of Cathie Wood favorite Invitae, that went bankrupt a few years ago. The short story writes itself, seems like a CVNA almost where the setup is pretty opposite, and yet it probably continues to work against you

@stockgutter Sep 17

SG on X

$SVM out with a new repurchase program. I'm still long. https://t.co/qk02dmc1q8

@ACapitalLP Sep 17

A Capital on X

This is actually a great point. $QXO is an opportunistic acquisition vehicle, not a plain vanilla building products company like $BLDR. If it’s just trading with rates, that could be the opportunity… https://t.co/yhGuyFWQAT

@irbezek Sep 16 2 clicks

Ian Bezek on X

@dede_eyesan I'm sure $CAAP would bid as well if there is an open process. Ultimately would imagine government is just going to sell to Brookfield though.

@DeepSailCapital Sep 16

Deep Sail Capital on X

$JMKE Getting some shade from Stavros https://t.co/n0Fd9n41rb

@KEDM_COM Sep 16

KEDM.com on X

Vontier $VNT boosted its buyback to $1bn and intends to deploy at least $125m per quarter, starting Q2. That’ll be roughly 14% of the market cap (annualized). Vontier's share price is under pressure, recently hitting multi-year lows on poor results. But cash flow generation remains healthy, and Vontier has been pressing that buyback button strongly over the past few years.

@AsifSuria Sep 16

Asif Suria on X

Given what is happening with most housing related stocks including Floor & Decor $FND and $QXO, I would have expected to see more insider buying at these companies but that is yet to materialize. We did see the home builder D.R. Horton $DHI increase its stock buyback authorization by an additional $5 billion yesterday (nearly 13% of market cap). The last insider purchase at the company was in 2014. With mortgage rates going up, it might be too early to get into this industry but I am starting to get interested.

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