Why I sold OB pick for 26 SVM
Silvercorp’s falling Ying grades, prolonged GC suspension, El Domo execution risk and Chaarat funding needs weaken its valuation despite higher silver prices.
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Devin LaSarre on X
Newest out. Altria: Gradient $MO $PM $BTI $IMBBY $HAYPP https://t.co/kACpd6LeuT
Bill Ackman on X
@DidierBlessing @FortuneMagazine @ajs @realDonaldTrump @NYCMayor @SpaceX @OpenAI Ask me on the $PS conference call and Spaces on August 13th.
Chris Camillo on X
@Emotionallkrs I think in terms of information parity not price targets. Long $BE
Timyan Bank Alert on X
Conference Chatter: NBT Bancorp $NBTB eyes bank M&A; Community Financial seeks insurance opportunities | S&P Global Market Intelligence https://t.co/L1NY5yUkBc
JabroniCoin.USD on X
Timna on $CENX “early innings of broader FCF rebound.” “Hugely undervalued” at 1.5x their ‘27 EBITDA. $83 PT at 4x! Direction of numbers up, delta to street up, and lots of multiple rerate room imho https://t.co/8wkrmh5S83
Adam D. Wyden on X
https://t.co/abCbwraUNH Got too excited I forgot to post the link….. $DRVN
JabroniCoin.USD on X
GS on $ACMR beat and 2026 raise. PT $164 2027 numbers and memory contribution (CXMT matter more) imho https://t.co/XXKNyhL8Gg
Adam D. Wyden on X
WE. WILL. NOT. STOP. $DRVN https://t.co/abCbwraUNH
Investor Letters
All letters- Upslope Capital Management 2026-Q3 ICE $89BTCGGY $3.1B
- Artisan Partners Q3 2026 BIRK $5.4BCOCO $3.4B
- Blue Tower Asset Management third quarter 2026 ENVA $4.5B
- The London Company 3Q2026 CCC $4.5BDECK $12B
- Polen Capital 5Perspectives Growth Opportunities 3Q 2026 AGX $4.9BBE $67B
- White Brook Capital Third Quarter 2026 Q $25B
- Davenport Asset Management Q3 2026 ACM $7.6BACN $138B
- Distillate Capital 2026 Q3 ORCL $399BTOL $12B
Free Recaps of the best new stock ideas, delivered every morning.
RTX Corporation (NYSE: RTX) Q3 FY12/26 Earnings Update - Accumulate, Record $340bn Backlog, Zones And Stop Inside
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Zscaler CEO and CFO: We have the opportunity of a lifetime
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Jeremy LaKosh 7 clicksHave a source we’re missing? Send your pick
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