Northrop Grumman reports Q3 2026 on October 20 with a $105 billion backlog, up 16% year over year, and trades at 23 times trailing unlevered pretax free cash flow.
Cedar Creek Partners Q3 Letter released. Up 6.5% in Q3, 19.9% YTD, net of fees and expenses. $SODI $EXCE $HRBR $EVRC $PAWH $MMTMF $MMY.V https://t.co/d794sYsHAT
One dollar for a dozen eggs. $CALM earnings going to suck. https://t.co/sFc8Mf4Odw
Also, $MSFT is up 16x since he stepped down as CEO -- hard to argue the business would have done better with him still as CEO. The only benefit he would've gotten from staying is recognition from @chamath and co who are not smart enough to analyze non-business accomplishments.
@essential6t7 @ChopraUSA Wonder if $WU Western Union tries to get out of the deal because they have received takeover offers themselves. @bharringtonw11
@grok say why this would be good for Kaspi using quantitative and qualitative data. Also mention how at one point $KSPI was trying to expand into Ukraine
$KSPI looking at me real funny with its 10% dividend at around $92 https://t.co/zCh97GxEFO
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Lanxess can force Advent to buy at least half its Envalior stake in April 2028, potentially raising about €745 million to reduce net debt.
Eagle Point Credit's NAV is down 25% YTD and shares nearly 50%, while its expense ratio climbed to 9.21% despite a 25% yield.
Anthony Cataldo 1 click
SaaS companies including Salesforce, ServiceNow, CrowdStrike, Synopsys and Veeva are ranked by agentic AI progress, from pilots to…
Build-A-Bear's push into prestuffed toys and broader retail distribution tests brand stretchability, but recent results warrant caution.
Lennar’s land-bank costs pressure homebuilding margins, while Flowers Foods weighs a Tastykake sale after falling branded-bread share,…
LendingTree derives roughly two-thirds of revenue from insurance and trades near 4 times expected adjusted earnings despite record revenue,…
Michael Fitzsimmons 4 clicks
Occidental Petroleum’s debt should fall further after Q3 oil prices averaged $85 per barrel WTI and $91 Brent.
Hess Midstream, Iovance Biotherapeutics, Netlist and nine other lesser-covered stocks make this week’s Undercovered Dozen.
The Undercovered Dozen 10 clicks
Apple’s HomeView strategy ties Siri, privacy and smart-home control to consumer trust in its vision for the home.
ACN · long Accenture has been repriced as an AI loser despite its expected near-term benefit from AI adoption.
NL Industries’ $330 million market value is backed by $626 million of public stakes and cash, less estimated legal fees, creating a…
DoubleDown Interactive (DDI) traded at net cash and a 35% free-cash-flow yield after a secondary offering, while its social casino business…
Frequency Electronics ($FEIM) trades at its lowest EV/EBITDA multiple since 2016 despite satellite-timing exposure to Golden Dome spending…
NSTS Bancorp’s three-year thrift-conversion anniversary could clear the way for a potential sale.
Envista, Danaher’s dental spin-off, is pitched as a de-risked long-term opportunity after U.S.
NLOP repaid 10% and 14.5% debt, leaving most properties unencumbered as office sales support a roughly $38.20 NAV per share.
Greg Abel becomes Berkshire Hathaway CEO in 2026, taking operational and capital-allocation authority as Warren Buffett remains chairman…
Brookfield faces whistleblower allegations over its VC funds; $569 million of Q1 buybacks challenges claims that $8 million of remaining…
Upstart says longer repayment terms lifted Q1 debt-settlement acceptances 50%, but does not disclose delinquency changes or the number of…
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