BDC on X
$MSFT is showing us how to have your AI cake and eat it too. Zuck should take notes
Archive
907 storiesJul 28 – Jul 29
Wednesday, July 29 8 stories
BDC on X
...."but we might not take the offer bc we have all these reasons to use the compute internally even though we missed ad revs" (basically) $meta https://t.co/ozJ63qcFIL
BDC on X
Majority of EPS growth is in tech. Rest of the market EPS growth is tepid. $QQQ imploding, $RSP ripped. Sustainable?
Timyan Bank Alert on X
Fresh 13d $CZWI https://t.co/MTL5UT6J07
Ian Bezek on X
Well would you look at that. $COLO $EWY https://t.co/fIuPhTl9TI
Laughing Water Capital on X
Friendly reminder that $MRK is well positioned and well incentivized to purchase $LQDA. Yutrepia fits very well with Merck's respiratory portfolio. https://t.co/JAdLguTw7D
Laughing Water Capital on X
NN says joint testing has been needed for two years and alleges opposition has resisted it.
mavix on X
Shelly Group confirmed preliminary discussions with Schneider Electric over a potential tender offer for its shares.
Tuesday, July 28 16 stories
Tim Eriksen on X
@dirtcheapstocks $BRK traded between $40 and $49 in Q4 1974. Book was $90 per share. https://t.co/rOzWLipg1U
Ian Bezek on X
@AurelionRsch There's 2x $MEXX and 2x $BRZU, but there hasn't been enough underlying volatility to cause them to blow up like semis or Korea.
Raging Capital Ventures on X
Amkor at roughly $46 offers a 3 to 4 year setup built on scale, new capacity and advanced packaging demand, despite weak margins, ROIC and capital intensity.
Raging Capital Ventures on X
Despite my past skepticism, $GLW around its current $125 per share ($110 b cap) actually seems fairly compelling given the company’s scale, leading market position, and multi-year growth ramp.
Nat Stewart on X
@calleymeans @SecKennedy Looks like a tailwind for $UNFI
Ian Bezek on X
@SowingAlphaSeed Of the US indexes, my personal holdings are now most correlated to $dia. Weird world.
BDC on X
TOI says Medicare Advantage rate pressure is a growth tailwind, pushing health plans to seek its care-access and utilization-management services.
JabroniCoin.USD on X
Timna Tanners: We see limited impact from the aluminum tariff tweak $CENX https://t.co/B4tCNvsy5Z
Google’s AI Return on Investment
Alphabet’s $132 billion AI capex produced an estimated 49% post-tax incremental ROIC once only in-service assets are counted, versus a…
Seer
Seer trades at $2.04 against $3.90 per share of net cash as activists press a board that rejected five buyout proposals and won reelection.
Biorem Inc. ($BRM.V) FINS Review
Biorem reported 66% revenue growth and over 260% profit growth after trading at 11.3 times earnings and 5.9 times EV/EBITDA.
DoorDash: The Infrastructure of Local Commerce
DoorDash built a last-mile logistics network around restaurant delivery, then extended it to groceries, convenience, and other local…
DoorDash
DoorDash positions itself as infrastructure for local commerce.
Tim Eriksen on X
Excellent quarter for Skyline Bankshares $SLBK. GAAP EPS $0.89. Cash EPS of $0.91. Trades at 7x earnings. https://t.co/7d5KOoG3Og
Raging Capital Ventures on X
$AGYS does not see negative impact of AI on enterprise software companies, argues that they are "seeing the opposite effect." Also notes the cost/benefit analysis favors software subscriptions vs. investing in expensive AI development. https://t.co/W4qnsF26r4
Entravision: Another Whale Has Emerged
Entravision’s Q1 filings contain a new footnote disclosure pointing to a potential second large advertiser beyond its Hong Kong customer,…
