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.
Friday, June 26
Friday, June 26, 2026
Everything we published on this day.
3 stories
marginofdanger on X
Pershing Square analyst ownership of a $1 billion stake in $PS is cited as evidence of SPAC overvaluation and Bill Ackman’s poor capital-allocation judgment.
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.
