Tractor Supply: A Yield Worth Harvesting
Tractor Supply, the 2,641-store rural lifestyle retailer, is pitched as an undervalued defensive compounder, supported by recurring…
Friday, May 29
Friday, May 29, 2026
Everything we published on this day.
15 stories
Natera: Is the Future Worth Paying up for?
Natera's long-term future is weighed against its current valuation.
Weekend Digest #345 (Colombia Election, AUNA, BRKR, China & EM Risk)
Weekend Digest #345 previews Colombia’s presidential vote, tracks AUNA’s earnings momentum and Bruker’s recovery, and weighs China risk…
SoFi: DCF Valuation
SoFi's DCF values shares at $18, forecasting adjusted net revenue growth from 30% in 2026 to 3.5% by 2035 as it scales its digital bank…
LGCY · long Legacy Education
Legacy Education operates six California campuses offering post-secondary nursing, physician assistant and surgical education.
RGLD · long Royal Gold INC
Royal Gold, a $19 billion precious-metals royalty and streaming company, benefits from mine production without operating mines directly.
CC · long the chemours inc.
Chemours (CC) is presented as a long investment in its three-segment specialty chemicals business.
HGV · long Hilton Grand Vacations
Hilton Grand Vacations faces an inflection point in profitability growth and free cash flow generation.
NEXPF · long Nexi SpA
Nexi, continental Europe’s largest merchant acquirer, is presented as a long investment using normalized EPS and EBIT that exclude…
marginofdanger on X
$TIPT director buys ~1k shares at 17.45 on Wednesday and Fortegra deal should close today https://t.co/HYVSdjXcO9
Timyan Bank Alert on X
Better link to $CCNB $BCON merger https://t.co/jqR7WAucnp
Timyan Bank Alert on X
$CCNB $BCON MOE #BankMergers https://t.co/poHNDgm8h4
Mike on X
Is there a specific reason for recent weakness in names like $LITE? Everything I see out recently e.g. the Rosenblatt note seems strongly bullish. Maybe just momentum capital flowing elsewhere? (Which would make this dip attractive potentially)
mavix on X
I just published my Portfolio Update for May 2026. It includes: ▫️My current portfolio & position sizes ▫️Earnings Updates about $YSN, $SLYG, $LEAT, $4058, $CIRC.MI, $BRM.V ▫️Recent news about $TRT.L, $4058, $CIRC.MI, $EVO https://t.co/ZFcIyaEFr7
Laughing Water Capital on X
@mil01425146 @darkstarsats Hudson and Guthrie have both been vocal supporters of the need for terrestrial backup to GPS/PNT. Hudson has even spoken at the same events that $NN CEO Sorond has spoken at. This is bullish.
