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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 1h ago 2 clicks

7h ago NFLX $511B

Netflix Q3 Earnings Update

Rebound Capital 9 clicks

8h ago CRWV $34B

CoreWeave: It’s Not Dying, Not Anytime Soon

Capitalist Letters 12 clicks

From X

@Mike10947310 Sep 4 1 click

Mike on X

@SammyKoppelman Oh great shout. Names like $AWI do some acoustic performance wall and cieling stuff... it's just hard bc there's no pure play on this https://t.co/OOaBpZ9A3I

@ACapitalLP Sep 4

A Capital on X

Thoughts on $FDXF @ $128?

@TidefallCapital Sep 4

Trevor Scott on X

New $LULU CEO is from $NKE too https://t.co/zf4Rwl1rH3

@TheBenSchmark Sep 4

JabroniCoin.USD on X

StoneX highlights $ZM into the post labor day Anthropic S-1 Unlike certain SPVs/tokens, Zoom has actual ownership. $125 PT that becomes $135+ if Anthropic meets $2T https://t.co/o0xtRsx5KG

@KEDM_COM Sep 4

KEDM.com on X

$MRX is now a 4x since we first flagged it at the time of the IPO, with earnings roughly 3x in the last 3 years. We have flagged every move along the way and we wrote 2 company deep dives. For our subs, this one will have paid for a lifetime of KEDM. https://t.co/LMajGXWBWK https://t.co/IVEamHzN2o

@TheBenSchmark Sep 4

JabroniCoin.USD on X

UBS: We believe $CENX offers the best leverage to a US Regional Premium that is sustainably higher. CENX currently trades at ~3.1x UBSe 2027 EBITDA estimates (below ~5x normalized 5yr average). We expect CENX to rerate towards our ~4x peak multiple driven by clarity… https://t.co/93RbEN5Ex7

@DOMOCAPITAL Sep 4

DOMO Capital Management, LLC on X

Another $PBI debt upgrade... "Pitney Bowes Inc. Upgraded To 'BB-' From 'B+' On Strong Credit Metrics; Outlook Revised To Stable From Positive" https://t.co/dl97639K74

@orrdavid Sep 4

David Orr on X

$LULU's old brand was exclusive, high quality clothes. Curated for only the best thing. Back in 2015. Over time, they expanded a ton and from too-high of volume alone, it would have been impossible to keep quality high. Recently this spun out of control and quality is downright terrible. How can this problem possibly be fixed? Don't they use a zillion different suppliers? I don't think there are enough good ones to replace them, even if someone executed very well. On top of quality problems, they ruined the brand image with DEI garbage. I don't see how that is repairable, at least not for many years. And finally, the whole athleisure category is stale. Which is $LULU's entire brand. Point being, if I was management, I would see no path to turning this ship around within 5 years. And the remaining company at the end would be much smaller than it is today. And that'd be the good outcome, with any of the above three points being a failure mode anyway.

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Berkshire Put Bending Spoons On My Radar

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Jack Bowman 9h ago 1 click

Eli Lilly And Co. (LLY)

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SixSigmaCapital: Navigating the Financial Markets 9h ago 10 clicks

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Raul Shah 16h ago 2 clicks

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The Technology Letter 21h ago 5 clicks

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Stratechery by Ben Thompson – On the business, strategy, and impact of technology. 21h ago 3 clicks

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CV's Substack 22h ago 26 clicks

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

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Cestrian Capital Research 25h ago 35 clicks

Is Microsoft Over-Earning on OpenAI?

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Heico Corporation

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Cestrian Capital Research 31h ago 4 clicks

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Latticework by MOI Global 32h ago 10 clicks

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Multiplo Invest 32h ago 11 clicks

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scuttleblurb 32h ago 11 clicks

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Gil Rotstein 33h ago 10 clicks

Monte Investments Market Brief Vol. CXXXII

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Monte Independent Investment Research 34h ago 8 clicks

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Cannibal Stocks 36h ago 12 clicks

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