Yesterday
Everything we published on this day.
22 stories — the front page that day →
LTC 2026-09-05 LTC Properties’ shift toward independent and assisted living supports FFO growth and monthly dividends, while operator concentration and…
Albert Anthony $GS should have ponied up the money. https://t.co/isJsSGuEzB
Great companies are built by doing things differently, taking risks. $IBKR https://t.co/3sLFcI0ImD
@UncleAlpha007 FCL is a pretty useless valuation metric for a company deliberately reinvesting to fund explosive growth. And there’s a massive spread of outcomes on what $BE revenue even looks like in 2030.
At one time my largest position was short $KOLD calls. Considering rebuilding this position. KOLD is the 2x natgas bear ETF. https://t.co/gEVYK0445e
Netflix’s roughly $20 billion content budget can become an editorial advantage as generative AI cuts production costs and floods viewers…
WFC 2026-09-05 Wells Fargo Series L preferred shares yield 6.55%, with preferred dividends consuming 4% of Q2 2026 profit and no call risk.
The Investment Doctor 
Rebound Capital launches YouTube and Instagram channels for equity research, starting with a Netflix analysis while keeping its newsletter…
Meta’s free model strategy lifted OpenCode token share from 25% to 40%, building coding-data feedback loops and reducing reliance on…
INOD 2026-09-05 Innodata's Q2 2026 revenue rose 58% to $92.1 million as AI datasets lifted margins, though two clients still supplied 71% of sales.
Investor Overview MRAM 2026-09-05 Everspin's Q2 revenue rose 42% and gross margins exceeded 50%, while Teledyne's $40 million defense agreement depends on milestone purchase…
Sam Mancini imo the risk is not egg price going lower -- its very low right now, and $VITL gets sells into the premium tier. but the company is exposed to corn/soy. At least the last time I checked it did not hedge. Those have moved up a lot in the past few months, so my best guess is that Vital Farms is getting squeezed rn between low egg prices and high input costs. long term, that could clear the deck of weak competitors. Short term, might make for a rough few quarters.
HSY 2026-09-05 Hershey raised guidance after a Q2 beat as cocoa deflation and improved logistics support margins.
Steven Fiorillo @kashyap286 $GOOS?
@rossiadam never thought of $TSLA FSD from the perspective of the elderly. Probably a great solution as FSD gets better but this has to be the worst demographic in terms of reaction time to grab the wheel if something goes wrong.
CRWV 2026-09-05 CoreWeave’s $104 billion backlog supports its contracted AI infrastructure model, but high leverage, customer concentration and Nvidia…
Simple Investment Ideas HURC 2026-09-05 Hurco returned to operating profit after 11 loss-making quarters as sales, margins and orders improved, led by a broadening U.S.
Stephen Simpson MUX 2026-09-05 McEwen Inc. targets production growth from 115,700 ounces in 2025 to 300,000 by 2030, with Los Azules copper optionality and a McEwen…
The Bullionaire AVGO 2026-09-05 Broadcom targets $59 billion in FY2026 AI revenue after Q4 guidance implied 93% sales growth, with operating leverage offsetting lower…
Louis Gerard NBIS 2026-09-05 Nebius targets at least 1GW of annual capacity additions through 2027 as $40 billion of backlog and higher GPU rental prices support…
Andres Veurink @marketreformer @MetaGuyMarduk @busybrands I don't and never did have a position in $MMTLP.
LLY 2026-09-05 Eli Lilly's Q2 revenue rose 48% on Mounjaro and Zepbound, but its 31.5 forward P/E leaves the stock due for valuation compression despite a…
Oliver Rodzianko 
