Archive

894 storiesAug 21 – Aug 22

Saturday, August 22 18 stories

TFPM 2026-08-22

Triple Flag Precious Metals: Ravenswood Turns Optionality Into Duration

TFPM $7B

Capital Connoisseur 47h ago

@RagingVentures Aug 22

Raging Capital Ventures on X

@Ross__Hendricks @DratchCap @WarrenPies Equity is abundant even while absolute debt issuance skyrockets. I would think prudent capital allocators would tap the former… (see $GOOG, $ORCL as of late)

@RagingVentures Aug 22

Raging Capital Ventures on X

Nvidia is using its balance sheet to seed neocloud customers against hyperscalers, whose ASIC demand dominates AI infrastructure.

UUUU 2026-08-22

Energy Fuels: The Largest Combined Uranium And Rare Earth Company In North America

UUUU $3.7B

Joseph L. Shaefer Aug 22

@irbezek Aug 22

Ian Bezek on X

@davey_juice @taobanker I own both. $NU seems inevitable. $INTR more execution and single-market risk but a lot more upside if it works and gets rerated.

LLY 2026-08-22

Eli Lilly: Shaking Off Competition From The Dethroned Novo Nordisk

LLY $1.2T

JR Research Aug 22

The Non-linear Economics of Grocery Delivery Basket

Instacart’s larger grocery baskets create disproportionately better delivery economics than DoorDash’s, making half the basket size worth…

INST delisted

MBI Deep Dives Aug 22

NVDA 2026-08-22

Nvidia: It's All About SpaceX Now

NVDA $5.1T

Uttam Dey Aug 22

@irbezek Aug 22

Ian Bezek on X

@taobanker $INTR at 1.2x book 5.5x '27 earnings with a 16% ROE growing at 20% a year probably qualifies. But yes, $BLX is incredible and I still kick myself for selling most of my position at $25 after buying at $15. Grabbed defeat from the jaws of victory there.

TGTX 2026-08-22

TG Therapeutics: Briumvi's Growth Attracts Buyout Rumors

TGTX $8.4B

ONeil Trader Aug 22

DKS 2026-08-22

DICK'S Sporting Goods Stock Is Hanging On By A Thread But Looks Like A Buy Ahead Of Q2 Earnings

DKS $16B

Mike Arnold Aug 22

OPLN 2026-08-22

Private Equity Exit Offers Opportunity At Openlane

OPLN $4.1B

Mike Arnold Aug 22

AMAT 2026-08-22

Applied Materials: I Am Reiterating My Strong Buy As AI Manufacturing Demand Accelerates

AMAT $394B

The Curious Analyst Aug 22

NEXT 2026-08-22

NextDecade: The Ownership Staircase Is The Real Bull Case

NEXT $1.8B

Capital Connoisseur Aug 22

STX 2026-08-22

Seagate: Shares May Fall Aggressively If Gross Margins Won't Last

STX $193B

Cavenagh Research Aug 22

CNC 2026-08-22

Centene Corporation: The Margin Recovery Is Real, And The Market Is Still Catching Up

CNC $32B

Chris Bazzle Aug 22

O 2026-08-22

Realty Income: European Growth Engine Backs This Monthly Dividend Payer

O $60B

IWA Research Aug 22

GD 2026-08-22

General Dynamics: Why Q2 Results And Market-Cap Weighted Multiples Trigger An Upgrade (Rating Upgrade)

GD $105B

Burak Kaan Yilmaz Aug 22

Friday, August 21 6 stories

@BlueDuckCap Aug 21

BDC on X

@be4_the_h3rd @JasperRidley $xgn just getting started imo

@irbezek Aug 21

Ian Bezek on X

@taobanker Good chance this will be another 14% higher at some point between now and Dec. Things in motion stay in motion... $COLO https://t.co/CjrbroM2R3

@BlueDuckCap Aug 21

BDC on X

@BoxLongs Wild truth is that if $SNAP chooses they can earn over $1/share in FCF next year. $5 stock.

@ChrisCamillo Aug 21

Chris Camillo on X

Take-Two's leaked GTA VI footage shows denser worlds, more responsive NPCs and deeper systems, supporting a generational gameplay leap.

@irbezek Aug 21

Ian Bezek on X

@taobanker $U up every day, $APP down every day, $RBLX demolished. Things as they should be.

@irbezek Aug 21

Ian Bezek on X

@2suns2moons @bold_perception $CIB dividend up from $2.25/year in 2022 to more than $6/share now. Covers a lot of living expenses. If you relocate to another country, good to own some stuff there so you have an economic stake if its conditions improve...