Devin LaSarre on X
Newest out. Philip Morris International: Centered "Q1'26 note" $PM $BTI $MO $IMBBY $HAYPP $STG https://t.co/QWIjmx81rA
Sunday, April 26
Sunday, April 26, 2026
Everything we published on this day.
5 stories
Booking Holdings: A 15% EPS Compounder at 17x Earnings
Booking Holdings generated $9.1 billion in 2025 free cash flow and targets 15% annual EPS growth, trading at 16.8x forward 2026 earnings.
QDEL · long Quidelortho CORP
QuidelOrtho is presented as a long idea after falling to 52-week lows, with the thesis centered on misvaluation.
TTAN · long Servicetitan INC
ServiceTitan (TTAN) is shifting from vertical software for trades businesses toward the operating layer for scaled essential-services…
BNO · long United States Brent Oil Lp
United States Brent Oil Fund LP (BNO) is a bullish trade via shares, call options or a July $60–$70 call spread.
