Bumble is being taken private
Bumble agreed to a $6.05-per-share cash sale to Ithaca Holdings, 136% above its October 2 share price.
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$JMKE Getting some shade from Stavros https://t.co/n0Fd9n41rb
Barbarian Capital on X
Generac’s stock soars more than 30% after Amazon deal cements company’s status as an AI-power player $GNRC https://t.co/fwN8XLPiKY
Barbarian Capital on X
The American Eater Wins Again Costco expands Uber Eats delivery partnership to 47 states $COST https://t.co/0MGvzZQ6IH
Barbarian Capital on X
J.B. Hunt stock plunges 13% after company warns third-quarter earnings will fall $JBHT https://t.co/Um7V5QhpjP
Barbarian Capital on X
Snap tries to bring AR glasses to enterprise market, partnering with Nvidia, AWS and Salesforce $SNAP https://t.co/jh1lM0JqYQ
BDC on X
Specs might be the only tech in the world that could fully replace your phone and your life would be better. What's that worth? $snap
Barbarian Capital on X
"index provider MSCI raises prospect of cutting Turkey from emerging market to frontier..." Turkish stocks slide in ‘fund run’ as investors withdraw $1 bn $TUR https://t.co/byHperdiTW
Barbarian Capital on X
Lennar Cuts Deliveries Target Again on Rate Pressure, Housing Market Conditions $LEN https://t.co/pSDzIOtCPo
Investor Letters
All letters- Matthews Asia Q3 2026
- PenderFund Capital Management Ltd. September 2026 GRID $171MPNG $1.1B
- Upslope Capital Management 2026-Q3 ICE $89BTCGGY $3.1B
- CrossingBridge Advisors Q3 2026
- Cedar Creek Partners 2026 Third Quarter MMY $186MEXCE $1.2B
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Sagimet Biosciences: The U.S. Acne Trial Is A Replication Exercise, Not A Discovery Bet
Sagimet Biosciences' denifanstat enters a fully funded U.S. acne registration trial after Phase 3 results, with SGMT trading below cash and…
Equity Eagle 1 click
CoreWeave: It’s Not Dying, Not Anytime Soon
CoreWeave is compared with Amazon's early public years, when investors expected bankruptcy amid losses and dependence on outside capital.
Eli Lilly And Co. (LLY)
Eli Lilly's Mounjaro and Zepbound drove 2025 revenue to $65.2 billion as the drugmaker expands AI partnerships with Nvidia, Isomorphic…
Gladstone Investment: High Dividend Increases And NAV Gains, But Very Risky
Gladstone Investment's 50% equity portfolio drove NAV and dividend gains, but five holdings make up 44.5% of fair value and heighten Level…
Stephen Nemo 2 clicks
Why I sold OB pick for 26 SVM
Silvercorp’s falling Ying grades, prolonged GC suspension, El Domo execution risk and Chaarat funding needs weaken its valuation despite…
ServiceNow: The Shift From Seats To 'Assists' Uncaps Exponential Growth
ServiceNow is shifting from seat-based subscriptions to usage-based AI “Assists,” expanding revenue potential across its enterprise…
Raul Shah 2 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.
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…
Vicor Update, Part Three
Vicor’s $66.6 million in AI power-delivery royalties generated about $50 million of operating profit, eclipsing its module business as…
Carecloud News
CareCloud may attract a private-equity buyer after its Q3 call, with acquiring enough shares the main obstacle to a take-private deal.
From Fat to Follicles - Is Hair Loss the Next Blockbuster?
Novo Nordisk has only floated hair loss, while Veradermics’ Phase 3 oral minoxidil data lead a field of licensing and takeover candidates.
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 reported 11% sales growth to $25.0 billion, raised 2026 guidance and reached a record $340 billion backlog, while free cash flow fell…
Heico Corporation
HEICO sells FAA-approved aircraft replacement parts at 30% to 50% discounts to OEMs, gaining customers as restrictive aftermarket contracts…
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…
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.
[scuttleslops] AMZN, MTCH, SPOT, Open vs. closed models
Amazon’s fulfillment network and customer-review base limit autonomous AI shopping agents, whose referrals generate under 0.5% of major…
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Hain Celestial sold its North American snacks business for $115 million as declining sales and EBITDA left $558 million of secured debt…
Taiwan Semiconductor: The Margin Peak That Isn't
TSMC says 2nm ramp costs and overseas fabs are temporarily pressuring gross margin as AI demand keeps semiconductor supply tight.
Gil Rotstein 10 clicks
Monte Investments Market Brief Vol. CXXXII
CoreWeave and neocloud peers face financing pressure, but sold-out GPU capacity and rising H100 and B200 rental rates support continued AI…
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