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.
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
Parmenion has grown AuM and top line materially in the past years. #RVRB $RVRB River Global stock could see a 30-35% jump once Parmenion is sold. https://t.co/cC8HmRKxCI
@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
Latest $CENX 10-Q shows in addition to the 6.8% non-dilutive equity interest, Century Aluminum has a $300m put option on Hawesville written by $WULF https://t.co/pacdDPV8y4
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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,…
Occidental Petroleum’s debt should fall further after Q3 oil prices averaged $85 per barrel WTI and $91 Brent.
Elutia’s antibiotic-eluting surgical matrices target breast-surgery infections, with Minot Light valuing $100 million in sales at a…
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.
GPK · long Graphic Packaging (GPK) is pitched as a long with $22 fair value, implying roughly 100% upside, based on its low-cost paper-based packaging…
Mobility Global, S&P Global’s automotive-data spin-off, trades at about 10x 2026 EBITDA and 12x EPS after technical selling.
Portfolio added Zoetis, Pool Corp and Tractor Supply in June, lifting holdings to 13.
LILAK’s canceled GCI Liberty deal, preferred-stock distribution, and $1.7 million of insider buying revive governance concerns around John…
Jersey Mike’s IPO filing shows 47% adjusted EBITDA margin after Blackstone cut founder spending, ad subsidies and Area Director fees, while…
Nvidia reported more than $75 billion in fiscal Q1 2027 data center revenue and reorganized reporting around hyperscalers and AI clouds,…
Microsoft is framed as an undervalued, durable business whose competitive position is unlikely to be disrupted.
Vaso Corporation’s $33 million market cap is 65% cash, and its GE HealthCare imaging-sales unit generates $6.6–7 million in operating…
Qualcomm targets $10 billion in automotive and $14 billion in IoT revenue by FY2029 as it replaces $6 billion of Apple modem sales lost…
AI semiconductor stocks sold off as Meta’s planned compute business revived overcapacity fears, sending SOXX down 13% in two sessions and…
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