Winning Cultures, Brutal Truths
Norges Bank’s Winning Cultures conference drew lessons from Ken Griffin, Michael O’Leary and Jamie Dimon on rapid decisions, cost…
Sunday, May 3
Sunday, May 3, 2026
Everything we published on this day.
9 stories
Altria: An Oral History
Altria's Q1 2026 revenue rose 3.2% and adjusted EPS 7.3%, while oral tobacco share fell to 29% amid nicotine-pouch competition and a long…
Devin LaSarre on X
Newest out. Altria: An Oral History "Q1'26 note" $MO $PM $BTI $IMBBY $HAYPP $STG https://t.co/eeDaXkTgn3
The $63M Company That Runs The US...(WYY)
WidePoint manages 150,000 DHS mobile devices and telecom expenses, with a $3 billion contract award and carrier SaaS rollout positioned as…
Weekend Digest #343: Berkshire, Atlassian, Roblox
Berkshire Hathaway’s dot-com-era performance frames AI-boom comparisons, Atlassian beats earnings, and Roblox shares fall.
MHEYF · long Maha Capital
Maha Capital combines two assets valued at least 2x its pro forma market capitalization, with a catalyst intended to close the discount.
SLGN · long Silgan
Silgan’s long thesis rests on roughly 10% historical EPS growth and a potential rerating as its end-market exposure evolves.
PPTA · long Perpetua Resources CORP
Perpetua Resources (PPTA) is a development-stage gold mining project.
BBWI · long Bath and Body Works
Bath & Body Works is the remaining Les Wexner retail business after The Limited’s former brands were separated or sold.
