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Atour Lifestyle ($ATAT): The Hotel Chain That Is Secretly a (Sleep) DTC E-Commerce Brand

Atour Lifestyle combines an asset-light Chinese hotel franchise network with Atour Planet sleep-product sales, using guest rooms as product showrooms.

ATAT $4.5B

Substack von Philipp 1h ago

3h ago SE $57B

Sea Limited (SE) Sea Cloud and Monee IPO

Sleep Well Investments 2 clicks

7h ago META $1.8T

Meta 3Q26 Business Update: Not Just an Ads Business?

Speedwell Research 6 clicks

From X

@junkbondinvest Aug 19 1 click

junkbondinvestor on X

NEBIUS GROUP TO OFFER $4.5 BILLION OF CONVERTIBLE SENIOR NOTES Wow, that's a monster convert issuance. But when your stock is this volatile, that vol is an asset. $NBIS https://t.co/B3VKZw72rx

@kab604 Aug 19

kab60 on X

@B_Archibald I think that's a personal thing. I don't mind having 25-30% in a single sector, so I'm >20% in $GPI and $ABG currently. I find them easy to average down into given how resilient they are + few Q's around terminal value (imo), but again, miles vary (widely).

@kab604 Aug 19

kab60 on X

I'm fishing but also tend to be early! At 6x earnings for the best store footprint+brand mix, $GPI looks dirt cheap to me. As does $ABG after change of CEO and change in capital allocation. $PAG launching a take-private & $LAD & $ABG hitting buybacks suggest ok outlook. https://t.co/nKPTwKHuDY

@mavix_leon Aug 19 2 clicks

mavix on X

Shelly Group $SLYG has entered into a pan-European partnership with ALSO, Europe’s largest technology provider that provides an extensive network of resellers, system integrators and professional installers. It also supports Shelly’s international scaling strategy. https://t.co/E4Gg0SWhIA

@kab604 Aug 19

kab60 on X

Anyone seen any transcripts from JPM Automotive? $GPI $ABG or other dealership notes?

@finphysnerd Aug 19

Myles on X

@FriendlyCapMgmt Am short both. Though I feel like they were a bit more mainstream especially $EOSE. I'd put stuff like $ABXX, $MRDN, $FNGR into the bucket.

@mavix_leon Aug 19 1 click

mavix on X

Shelly Group $SLYG major shareholder Svetlin Todorov has transferred nearly 1/4 of his shares (6.5% of Shelly) into a LLC he also owns. Maybe a preparation for a potential partial sale to Schneider Electric who would buy into Shelly as a strategic investor / partnership? https://t.co/YJfHzbSeeH

@finphysnerd Aug 18

Myles on X

I forgot $ENVX existed. Hilarious, CEO is jumping ship. Wish I shorted more. I need to find more of these tier 2 meme stocks, I feel like they are way better shorts than your mainstream stuff. Scams that have weird niche followings but haven't hit the mainstream.

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Strategy: I Called The STRC Repeg, Now The Bitcoin Machine Can Restart

Strategy spent $1.84 billion repurchasing STRC below $100, bringing it near par and potentially reopening a preferred-share issuance…

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Geneva Investor 12h ago

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.

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Modern Value Investing 14h ago 6 clicks

Netflix Q3 Earnings Update

Netflix Q3 earnings update revises the thesis and rating.

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Rebound Capital 19h ago 11 clicks

Sagimet Biosciences: The U.S. Acne Trial Is A Replication Exercise, Not A Discovery Bet

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Equity Eagle 21h ago 1 click

CoreWeave: It’s Not Dying, Not Anytime Soon

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Capitalist Letters 21h ago 17 clicks

Berkshire Put Bending Spoons On My Radar

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Jack Bowman 21h ago 2 clicks

Eli Lilly And Co. (LLY)

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LLY $1.2T

SixSigmaCapital: Navigating the Financial Markets 22h ago 11 clicks

Why I sold OB pick for 26 SVM

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SVM $2B

The Oak Bloke 28h ago 16 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.

SNOW $111B

The Technology Letter 33h 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…

NFLX $511BDIS $193B

Stratechery by Ben Thompson – On the business, strategy, and impact of technology. 33h ago 3 clicks

Vicor Update, Part Three

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CV's Substack 34h ago 28 clicks

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

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Cestrian Capital Research 38h ago 40 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…

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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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Cestrian Capital Research 41h 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 $42B

D Invests 44h 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…

NOC $73B

Cestrian Capital Research 44h 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 44h 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 45h ago 12 clicks

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

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AMZN $2.8T

scuttleblurb 45h ago 11 clicks

Monte Investments Market Brief Vol. CXXXII

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CRWV $34BMYRG $4.4B

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