PAA Research on X
@YodeLeaheyWho Sorry yes, I always think of $MS as Musk's banker. $GS will have its hands full
Tuesday, June 9
Everything we published on this day.
5 stories
@YodeLeaheyWho Sorry yes, I always think of $MS as Musk's banker. $GS will have its hands full
SPCX's offering drew bearish scrutiny over weak order-book demand, a 30% retail allocation and the risk of Morgan Stanley supporting the issue.
For those who like micro-caps, a great writeup on $RAVE (Pizza Inn) moving from a multi-year turnaround to growth https://t.co/bvr1F6GyVg
$UTGN looked promising as an illiquid deep value sit with buybacks at way below IV, but this relatively recent option grant struck below NAV seems like a thesis killer. Anybody know the name well?
ADF Group’s Q1 FY2026 revenue rose 78% to $99.3 million and net income 37%, aided by the LAR acquisition despite steel and aluminum tariff…