GCI Liberty (GLIBK) Acquires Quintillion: What is John Malone up to?
GCI Liberty is acquiring Alaska’s Quintillion fiber network for $360 million, giving John Malone a platform to expand GLIBK beyond its…
Tuesday, April 28
Tuesday, April 28, 2026
Everything we published on this day.
9 stories
Apple Earnings Mentions Contracts: Our Analysis
Apple’s Kalshi earnings-call contracts price mentions of “foldable” and “glasses,” while its 24-year transcript record indicates management…
ToffCap on X
So $NKTR is now lower since the positive AA read out? https://t.co/HuWowXy7sE
Charles Frischer on X
$NN Market is saying today is not going to happen for NN. I agree. It is taking longer than hoped for but low band is becoming more valuable by the day. I expect Carr to reach a deal with all the parties and then a quick process to report and order. That deal might take a bit
Under The Hood: Ulta Beauty, Inc. ($ULTA)
Ulta Beauty’s 46 million-member loyalty model drove strong historical cash flow, but earnings have stalled since fiscal 2022 as SG&A rose;…
Adobe Expert Insight Interview (No Paywall)
Adobe trades at 11x earnings despite $24.5 billion of revenue and 37% operating margins, as a former data-science chief discusses whether…
APG · long Api Group CORP
APi Group’s mix of specialty contracting segments complicates a conventional contractor valuation.
HHH · long Howard Hughes Holdings INC
Howard Hughes Holdings is pitched as a long in the $60s, with a near-term $90 target and a projected 20%+ IRR.
NTCYF · short Netcompany
Netcompany’s M&A-led expansion turned a high-quality Danish IT consultant into a more commoditized pan-European business.
