Tuesday, February 10

Tuesday, February 10, 2026

Everything we published on this day.

6 stories

NamSys (CTZ.V) trades at 9x free cash flow, buys back shares and grows cash-management software revenue, led by 52% growth in its…

Easy Value Feb 10 1 click

WM Technology shareholder Rod Alzmann urges Weedmaps’ board to pursue a strategic proposal, including a $1.60 to $1.80 Dutch auction,…

Rod’s Ruminations Feb 10 3 clicks

XPEL plans to spend $75 million to $150 million on manufacturing, targeting 52-54% gross margins and high-20s EBIT margins by 2028.

Hidden Gems Investing Feb 10 1 click

SNAP Family Center was omitted from Snap’s earnings call, validating a 50-cent Kalshi NO contract and informing a machine-learning model…

First Strike Research Feb 10 1 click

@LaughingH20Cap Feb 10 1 click

@cfrischer1 validation of what $NN CFO Tim Gray said at Seaport a few weeks back: https://t.co/OT4MFWbPxQ

Ferrari sells about 13,000 vehicles annually, generating €7 billion of revenue and 28% operating margins; its shares trade at 32 times…

Speedwell Memos Feb 10 2 clicks