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 bank covenants with $750 million maturing.
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From X
SG on X
@DeepSailCapital agree, as long as $QQQ is trading below 200-day SMA. $ARKK does much, much better when the Q'S are above the 200-day. https://t.co/3SZgz2Euto
A Capital on X
I wonder what the $META print on Wednesday is going to look like… https://t.co/Ss26Ky8hen
Myles on X
This is fascinating to me... $SKHY https://t.co/tBOsqKrszC
Serenity on X
@zaynchd $AEVA FMCW 4D LiDAR is the reference sensor for $NVDA Hyperion, so seems like a possible path. Again, not too much visibility into suppliers or where their CW lasers ultimately end up given how sensitive supply chain relationships are
Maius on X
@pandawatch88 In which case, somehow $baba became the winner of the AI race😅
George Noble on X
Oh Gary, say it ain’t so! $CRWV https://t.co/pKSd4DxN1O
Investor Letters
All letters- Polen Capital 5Perspectives Growth Opportunities 3Q 2026 AGX $4.9BBE $70B
- Artisan Partners Q3 2026 CGNX $9.6BCLH $17B
- White Brook Capital Third Quarter 2026 ACNT $123MCCLD $79M
- Davenport Asset Management Q3 2026 ACM $7.6BACN $138B
- Distillate Capital 2026 Q3 AMZN $2.7TGOOGL $4.3T
- Ariel Investments Quarter Ended September 30, 2026 BIO $9.7BCRL $15B
- Rewey Asset Management 3Q26 MEC $362MAMZN $2.7T
- Chilton Capital Management 3rd Quarter 2026 SKHY $701BSSNLF $1410T
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Northrop Grumman (NYSE: NOC) Q3 FY12/26 Earnings Preview - Accumulate Rating, Zones And Stop Inside
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Salix Research 5 clicks
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LXS.DE: a 2028 sale it can force
Lanxess can force Advent to buy at least half its Envalior stake in April 2028, potentially raising about €745 million to reduce net debt.
Sell Eagle Point Credit Now - Match The Loss With Portfolio Gains To Lower Income Taxes
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 3 clicks
The Agentic AI Roadmap for SaaS
SaaS companies including Salesforce, ServiceNow, CrowdStrike, Synopsys and Veeva are ranked by agentic AI progress, from pilots to…
Build-A-Bear: A Narrower Path
Build-A-Bear's push into prestuffed toys and broader retail distribution tests brand stretchability, but recent results warrant caution.
The Monday Morning Briefing: Meta, Tesla, Netflix, P&G on Deck
Lennar’s land-bank costs pressure homebuilding margins, while Flowers Foods weighs a Tastykake sale after falling branded-bread share,…
LendingTree (NASDAQ: $TREE) – A Cyclical Comeback Story Priced as if the Cycle Never Turns
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ZG · long Zillow Group INC
Zillow is pitched as a long with a $72 target, implying 58% upside from trough earnings and a trough valuation multiple.
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