Adam D. Wyden on X
$codi … more as you roll fwd to 27 … https://t.co/Jgm0US4YZF
Monday, May 11
Monday, May 11, 2026
Everything we published on this day.
7 stories
Quick Value #314 - New Enviri (NVRI)
Enviri plans to sell Clean Earth for $3.04 billion, distribute $14.50-16.50 a share, and spin New Enviri at an implied 4-5.5x EBITDA ahead…
ToffCap on X
Whenever there's a very strong move on earnings, I always check it out and almost always add / buy. From experience I know that the market generally doesn't price strong news properly. At best, most often the share price will only reflect the earnings dynamics, but not any multiple rerating. And in case of VERY strong earnings (such as $EVC) the market will not even price those properly, leaving plenty to go for the price on both earnings and multiple rerating. People in it for a trade will sell down on the massive move. Those that made a bundle might also, as the position becomes too large. And others who missed it are biased in buying something that already ran so much. This often leads to a few days of 'pressure', and a good moment to add. And then the market does its work.
Fierce_beast on X
the bear case for $udmy / $COUR https://t.co/fN3TS2Jmm3
mavix on X
Shelly Group $SLYG Q1 '26 results: ▫️Revenues +25.9% ▫️EBIT +30.4% ▫️EBIT margin of 25.9% (vs. 25%) ▫️Net result +33.5% ▫️operating cash flow +100.2% ▫️Free cash flow +77.5% ▫️Cash on hand +44.4% ▫️Cloud user +7.4% QoQ ▫️Days sales outstanding (DSO) improved by 24 days https://t.co/KjQSSulKuD
ACN · long Accenture PLC
Accenture has been repriced as an AI loser despite its expected near-term benefit from AI adoption.
ESMR · long Smart Shooter
Smart Shooter develops electro-optical, image-based fire-control systems that improve weapon accuracy and lethality in harsh environments.
