Airbnb: Building Blocks (Ticker: ABNB)
Airbnb is expanding beyond lodging into services, experiences and hotels while using AI tools and buybacks to support growth and…
Friday, June 26
Friday, June 26, 2026
Everything we published on this day.
9 stories
GLIBA · long Liberty Capital CORP
Liberty Capital Corp, GLIBA, is pitched long following its July 2025 spinoff from Liberty Broadband.
BUR · long Burford Capital Limited
Burford Capital is presented as a long investment idea.
New Buy : Zoetis 🐕
Zoetis trades near 10x EV/EBIT after its selloff, with animal-health leadership, a $9.5 billion revenue base and companion-animal demand…
Duffy’s Last Dance
CME CEO Terry Duffy moves to executive chairman while suing the CFTC over Kalshi’s approval to list perpetual futures, defending CME’s…
SAP: DCF Valuation
SAP’s DCF valuation sets a $260 base-case target versus a $155.09 ADR price, based on cloud migration, AI efficiencies and expanding EBIT…
Broken Moats on X
crazy moves both directions over the past month away from AI... $GOLF +30% has got my attention. 30x next years numbers for a low single digit retailer seems odd.
marginofdanger on X
@RealJimChanos When a 40 year old analyst at Pershing has a stake in $PS worth $1 bn, not only does it tell me that $PS is overvalued, but it also confirms how horrible Ackman's judgment is in allocating such a large percentage of the firm to a well coiffed colleague without any track record.
The Biggest Bull Signal On Entravision
Entravision’s lost Meta relationship reset its business model, setting up a bullish case for the company’s recovery.
