SFIX · long Stitch Fix INC
Stitch Fix’s 2017 IPO rested on overly ambitious long-term growth expectations and an unrealistic definition of its addressable market.
Tuesday, June 30
Tuesday, June 30, 2026
Everything we published on this day.
11 stories
SFIX · long 
CBOE · long Cboe Global Markets INC
Cboe Global Markets trades near $232, with a roughly $24.3 billion market cap, net cash and a 16-17x forward P/E.
INTU · long Intuit INC
Intuit, down 60% year to date, is the Nasdaq 100’s worst performer, ahead of declines at Workday and Adobe.
IMXI · short International Money Expr INC
International Money Express is shorted on the market pricing an 80-85% chance that Western Union closes its roughly $500 million…
SFM · long Sprouts Farmers Market
Sprouts Farmers Market benefits from GLP-1 adoption, scrutiny of ultra-processed foods and dietary restrictions driving demand for natural…
The $34 Stock Inside a $2.4 Trillion Rocket
Constellium supplies aluminum-lithium alloy 2195 for Falcon 9 tanks and aerospace programs, with qualification barriers supporting…
Regal Rexnord: Data Centers. Robotics. AI. Oh My!
Regal Rexnord transformed from an HVAC-heavy cyclical business through two major acquisitions, building industrial power-transmission and…
Broken Moats on X
CFO change and rapid insider selling at $CACC ....could not begin to understand why the stock is up 20% in the past two weeks and nearly 50% ytd. Tougher float dynamics then you would want to see for a short but sure is tempting up here
mavix on X
Shelly Group $SLYG sees growing importance of intelligent building automation amid increasing summer heatwaves. Intelligent control of cooling, shading and energy consumption is becoming increasingly important. •Shelly sees attractive long-term growth opportunities. https://t.co/WmjPiUUf1Y
Porter Collins on X
@MidwestHedgie @lurker8679 @PhilMickelson $PCT is certainly still a show me story. Both companies have certainly had terrible capital raises.
Pershing Square Challenge 2026 finalists on MSA Safety: a hidden quality compounder? $MSA
MSA Safety’s Pershing Square Challenge finalists pitch gas-detection subscriptions, mandated SCBA replacement cycles and a 2023 liability…
