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.
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Lee Roach on X
@sophieanalytics Sweet thanks. Haven't dug much in $WY yet. Just been doing $RYN. So WY doesn't do much HBU?
Farmer on X
@valuemaverick1 @Biohazard3737 Can just buy an ETF if you don't know the individual tickers (I bought $BUG in February). Not as much juice as picking the best names, but less risk as well.
Lee Roach on X
Timber companies are a hard asset and low risk way to play the datacenter boom. $RYN $WY https://t.co/YElT0VT8R9
Timyan Bank Alert on X
Community Corner: Active Indiana bank buyer heads to Illinois for latest deal $THFF | S&P Global Market Intelligence https://t.co/nrMSXAi9Vo
Timyan Bank Alert on X
Stilwell bought 42,700 $PFBX so Chevis bought….a thousand. That’s 41,700 more votes for the Stilwell candidate at next year’s annual meeting in addition to the 10,000 or so he’s bought since the cutoff to the last meeting. https://t.co/nSvCXJQt7W
SG on X
@valuedrift $LODE
Maj Soueidan on X
@SebKrog . @pernasresearch knows $CEPL well.
Investor Letters
All letters- Pzena Investment Management Third Quarter 2026 005830 $9.2BBAX $13B
- Vulcan Value Partners Third Quarter 2026 FBIN $4.8BIQV $44B
- White Falcon Capital Management Q3 2026 CSGP $13BCSIQ $650M
- Artisan Partners Q3 2026 AMD $905BBAESY $77B
- 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
Free Recaps of the best new stock ideas, delivered every morning.
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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Eli Lilly And Co. (LLY)
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Raul Shah 2 clicks
Use of AI is boosting Snowflake’s revenue while mortal companies may take longer
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DOMO · long Domo INC
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Onto Innovation's metrology, advanced-packaging and x-ray tools are expected to lift revenue and margins through 2027 as Dragonfly G5 and…
Off His Game 2 clicks
Netflix Earnings, Business or Franchise, Disney’s Deal
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Vicor Update, Part Three
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Intrinsic Analysis 7 clicks
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?
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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…
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