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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 36m ago 1 click

6h ago NFLX $511B

Netflix Q3 Earnings Update

Rebound Capital 9 clicks

7h ago CRWV $34B

CoreWeave: It’s Not Dying, Not Anytime Soon

Capitalist Letters 12 clicks

From X

@ChrisCamillo Sep 7

Chris Camillo on X

@Quantum8AI maybe, maybe not but i’ve already made year after year of unreal gains in AI stocks as opposed to having money parked in $TSLA so even if it plays out that way i’m ok with the trade off

@ChrisCamillo Sep 6

Chris Camillo on X

Been getting the same pushback on my $TSLA cybercab take for yrs: “you just don’t get it.” Meanwhile, the opportunity cost of parking capital in $TSLA during this period of stratospheric returns across AI winners would have been catastrophic. If robotaxi starts showing signs of being 5x bigger than I’m modeling, or when optimus materializes, I’ll happily lean into the trade late. Until then, I’m continue to allocate capital where I have better visibility into what I can actually observe vs. speculative scenarios that are years out. no hate to the tesla fanboys. your win if it happens won’t be my loss

@leevalueroach Sep 6

Lee Roach on X

There will be a point where I just slam my nuts on the table and buy $LULU. Too much hate. The more you guys hate it the better a contrarian signal. https://t.co/bZvCjLOkvk

@Adam_Wyden Sep 6

Adam D. Wyden on X

Holiday weekends create idle hands… funny how the robot just “knows”… pretty soon shareholders will too. $CODI @CODIequity @ACapitalLP @AsifSuria @joemassoud https://t.co/kvE0KFGOMH

@ACapitalLP Sep 6 3 clicks

A Capital on X

$FLEX pre-spin interesting in $100-$105 range.

@leevalueroach Sep 6 2 clicks

Lee Roach on X

This chart is looking sexy. Seems like a great contrarian bet. I could see an activist coming in. Seems like a good fit for Sycamore Partners. $NKE. https://t.co/RZUxUyL7AN

@ACapitalLP Sep 6 1 click

A Capital on X

Post $LEG acquisition, $SGI seems interesting here. I understand the bedding trough could last longer, but what’s the real downside? Industry volumes are already below the GFC trough, the company is growing EPS despite the environment, and now you layer on immediately accretive LEG + significant self-help. What am I missing?

@DevinLaSarre Sep 6

Devin LaSarre on X

Newest out. Escalation: Altria Steps Up to the FDA $MO $PM $BTI $IMBBY $HAYPP https://t.co/EA0iECIpSH

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Read past recaps

Berkshire Put Bending Spoons On My Radar

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Jack Bowman 8h ago

Eli Lilly And Co. (LLY)

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SixSigmaCapital: Navigating the Financial Markets 9h ago 9 clicks

Gladstone Investment: High Dividend Increases And NAV Gains, But Very Risky

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Stephen Nemo 13h ago 2 clicks

Why I sold OB pick for 26 SVM

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The Oak Bloke 14h ago 15 clicks

ServiceNow: The Shift From Seats To 'Assists' Uncaps Exponential Growth

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Raul Shah 15h ago 2 clicks

Use of AI is boosting Snowflake’s revenue while mortal companies may take longer

Snowflake says internal AI use is lifting revenue and profit, while customers show early implementation success.

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The Technology Letter 20h ago 5 clicks

Netflix Earnings, Business or Franchise, Disney’s Deal

Netflix’s earnings raise questions about whether its growth profile still merits a franchise valuation, alongside discussion of Disney’s…

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Stratechery by Ben Thompson – On the business, strategy, and impact of technology. 20h ago 3 clicks

Vicor Update, Part Three

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VICR $10B

CV's Substack 21h ago 26 clicks

From Fat to Follicles - Is Hair Loss the Next Blockbuster?

Novo Nordisk has only floated hair loss, while Veradermics’ Phase 3 oral minoxidil data lead a field of licensing and takeover candidates.

NVO $172BMANE $4.8B

Cestrian Capital Research 24h ago 35 clicks

Is Microsoft Over-Earning on OpenAI?

Microsoft booked $24.1 billion from OpenAI in FY2026, nearly a quarter of Azure revenue, raising questions over finite, high-margin…

MSFT $4T

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RTX Corporation (NYSE: RTX) Q3 FY12/26 Earnings Update - Accumulate, Record $340bn Backlog, Zones And Stop Inside

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RTX $259B

Cestrian Capital Research 28h ago 9 clicks

Heico Corporation

HEICO sells FAA-approved aircraft replacement parts at 30% to 50% discounts to OEMs, gaining customers as restrictive aftermarket contracts…

HEI $43B

D Invests 30h ago 13 clicks

Northrop Grumman (NYSE: NOC) Q3 FY12/26 Earnings Update - Accumulate, Record Backlog, Zones And Stop Inside

Northrop Grumman posted 7% Q3 sales growth to $11.1 billion, lifted profit guidance and reached a record $109.6 billion backlog, led by…

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Cestrian Capital Research 30h ago 4 clicks

Disney: Century-Old Franchises at 14x Forward Earnings

Disney trades at 14x FY27 consensus EPS of $7.50 as parks, merchandise and streaming rebuild its franchise flywheel.

DIS $193B

Latticework by MOI Global 31h ago 10 clicks

AGI Inc: The Bargain Is Even More Attractive

AGI Inc trades at 5.6x earnings after a 35% post-IPO decline, despite roughly 30% ROE and resilient INSS payroll-loan growth.

AGBK $1.1B

Multiplo Invest 32h ago 11 clicks

[scuttleslops] AMZN, MTCH, SPOT, Open vs. closed models

Amazon’s fulfillment network and customer-review base limit autonomous AI shopping agents, whose referrals generate under 0.5% of major…

AMZN $2.7T

scuttleblurb 32h ago 11 clicks

Taiwan Semiconductor: The Margin Peak That Isn't

TSMC says 2nm ramp costs and overseas fabs are temporarily pressuring gross margin as AI demand keeps semiconductor supply tight.

TSM $2.2T

Gil Rotstein 32h ago 10 clicks

Monte Investments Market Brief Vol. CXXXII

CoreWeave and neocloud peers face financing pressure, but sold-out GPU capacity and rising H100 and B200 rental rates support continued AI…

CRWV $34BMYRG $4.4B

Monte Independent Investment Research 33h ago 8 clicks

Group 1 Automotive: The Debt Stress Test

Group 1 Automotive’s $1.25 billion Atlanta borrowing lifts net corporate debt to about $4.4 billion; a 2009-style downturn leaves it near…

GPI $2.9B

Cannibal Stocks 35h ago 12 clicks

Goldman Sachs: Undervalued Growth With A Buy Rating

Goldman Sachs carries a $1,116 price target, based on $82.69 estimated 2027 EPS and growing recurring revenue from investment banking,…

GS $257B

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