ToffCap on X
If you're in the 'SoH closed / oil higher for longer' camp, just know that it will be a PERFECT environment for the spec chems disributors. And they are just starting to rebound from pretty low levels. $BNR $IMCD $AZE
Thursday, April 30
Thursday, April 30, 2026
Everything we published on this day.
12 stories
ToffCap on X
Lynrock using the strong share price move to take some chips off the table $RDCM https://t.co/Es7p8XSA9w https://t.co/2l52A8yPOB
ToffCap on X
Vistance $VISN selling Ruckus for $1.85bn. Clean up continues https://t.co/and6BAfSyY
mavix on X
▫️$4058, $SLYG, $EVO, -undisclosed-, $LDB.MI, $CIRC.MI, $RDUE, $TRT.L
mavix on X
April 2026 portfolio update discloses position sizes, two new holdings, sales of FQT and ALLOG.PA, and earnings updates on BRM.V, FQT and EVO.
Laughing Water Capital on X
SpaceX, Amazon and mobile network operators may compete for $NN’s low-band spectrum, creating an extreme upside case if several parties need the asset.
Meta: 1Q26 Business Update
Meta’s Q1 2026 revenue rose 33% as ad impressions gained 19%, while AI-driven ranking and targeting lifted engagement and conversion;…
Paramount Skydance CORP
Paramount Skydance (PSKY) is a levered media conglomerate expected to merge with Warner Bros. Discovery in the third quarter.
QXO, Inc.
QXO, led by Brad Jacobs, is consolidating North America’s fragmented building-products distribution industry after rapidly building scale…
Peloton Interactive INC
Peloton trades near $5.50 with a $2.3 billion equity value and $2.7 billion enterprise value after weak December-quarter earnings and its…
Immersion CORP
Immersion Corp. (IMMR) is presented as trading at a 121% discount to estimated fair value, with a projected 100%+ return within months.
GXO Logistics, Inc.
GXO Logistics is undergoing transformation under new leadership in the growing contract-logistics business.
