Friday, July 3

Friday, July 3, 2026

Everything we published on this day.

7 stories

Corporacion America Airports has stayed operating-profitable through Argentina’s inflation and is diversifying airport assets beyond its…

Emerging Moats Research Jul 3 1 click

ELME · long

Elme Communities, a REIT, is nearing the end of a long liquidation process.

Value Investors Club Jul 3 3 clicks

PDD uses group buying and daily app rewards to turn shoppers into distributors, then monetizes merchant attention through advertising and…

Bearstone Jul 3 1 click

Strategy owns 847,363 Bitcoin and funded $13.7 billion of purchases this year with Stretch preferred stock, a variable-dividend security…

Net Interest Jul 3 1 click

Molson Coors, a 7% portfolio position, is the world’s fourth-largest brewer with leading beer shares in Canada and the US through Coors and…

Nugget Capital Partner's Substack Jul 3 1 click

SAP’s deeply embedded ERP suite creates high switching costs as it moves customers to cloud subscriptions and embeds AI in core workflows.

Hated Moats Jul 3 1 click

@marginofdanger Jul 3 1 click

$QUCT ranch for sale for $75 million: https://t.co/dOfoTwB6ly