ToffCap on X
Let's not forget this is the CEO that actually wrote "our share price is candidly, and please pardon my language, way too f-cking low." Global Net Lease to Acquire Modiv Industrial in $535 Million Transaction $MDV $GNL
Monday, May 4
Monday, May 4, 2026
Everything we published on this day.
7 stories
ToffCap on X
Sharing some pain. In 2024 I went and visited Nebius $NBIS. My first question: "pls explain me what you do". My last question: "pls summarise again what you do". I ofc never bought. https://t.co/5VeLFwFkEm
Tim Eriksen on X
Datatrak’s unaudited annual report contains cash-flow inaccuracies, raises fraud concerns and follows years of heavy shareholder dilution.
Stryker CORP
Stryker (SYK) trades near a 52-week low after a late-Q1 cyberattack disrupted revenue and earnings, framing a long-term compounder…
Cue Biopharma
Cue Biopharma faces a deteriorating balance sheet, recurring operating losses, ATM dilution and PIPE-investor selling pressure.
Adobe Expert Insight Interview (No Paywall)
Adobe trades at 11x earnings despite $24.5 billion of revenue, 37% operating margins and 12% profit growth; a former data-science head…
PayPal tries again (and again)
Stripe’s startup-focused product sprawl contrasts with Adyen’s enterprise restraint; despite 20% more payment volume and faster growth,…
