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.
Archive
1279 storiesJul 26 – Jul 28
Clark Square Capital on X
$LUXE still in the doldrums even as all the luxury players beat. Should bode well for results though. https://t.co/EJZPsggXDs
Broken Moats on X
FactSet trades above its pre-SaaS selloff price despite disruption and pricing pressure across FDS, PAYC, PCTY and WDAY.
Biorem Inc. ($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,…
mavix on X
Shelly Group exercised its option to buy the remaining 24% of Slovenian IoT subsidiary Shelly Tech for €0.9 million.
Monday, July 27 13 stories
Raging Capital Ventures on X
I pitched $ORCL at $285 as a short last October at my conference. Now at $120 think it is intriguing as a long… https://t.co/8QB7O3VSoH
Raging Capital Ventures on X
@retaox The $CHTR broadband offering is much more competitively priced today due to tech upgrades, limited pricing increases in recent years, aggressive retention incentives, and investments into the video/wireless bundle.
Raging Capital Ventures on X
Shorted a bunch of $AAPL and bought puts over last few days. Seems very overbought (was it a funding short?) and at a good level to find resistance. Edge AI models should ultimately be good for $AAPL, but company still has grossly mismanaged the AI opp and memory is a headwind.
Raging Capital Ventures on X
Meta is bought around $590 to $600 despite heavy AI capex, on Reels engagement gains, ad-network tailwinds and AI-driven operating efficiencies.
Raging Capital Ventures on X
Comcast’s Peacock, NBCU and theme parks are valued near its market cap, while a 6% dividend and a 2027 spin support the cable turnaround thesis.
Raging Capital Ventures on X
Charter Communications trades near 2x pro forma 2028 free cash flow per share ahead of its Cox acquisition, with buybacks, swaps, wireless growth and pricing offsetting broadband pressure.
Raging Capital Ventures on X
I’ve been legging into $AMD short https://t.co/XWmhyYgpFC
Charles Frischer on X
$NN An investor bought 5,000 Sept $15 option contracts today for $1.40. Assuming shares were $25 post NPRM, these have a 7x return or an implied 15% chance of happening. I think at $1.40, these options were priced far below intrinsic value. I like this trade very much. Very smart
Tim Eriksen on X
@TreyHenninger $THVB is similar to TRUX. I was taught to be skeptical of the SBA loan sellers. There are a few banks that have maintained decent mortgage origination income.
Tim Eriksen on X
Cedar Creek Partners Q2 letter released. 12.6% in 1H26 net of fees and expenses. $SODI $EXCE $HRBR $PHIG $ENDI $QUCT $STLE $SLBK $RVRF https://t.co/d794sYsHAT
Under the Hood - Adobe Inc. ($ADBE)
Adobe generates 96% of revenue from subscriptions and converts over 40% into free cash flow, but generative AI tests whether Creative…
JabroniCoin.USD on X
Hmmm so what happens to China WFE and local semicap? $ACMR https://t.co/zCLlueeF3O
The Fleet Owners' Push for Aggregating Demand
Uber’s hybrid-network proposal would keep AVs and human drivers on its dispatch platform, while Waymo and Tesla pursue vertically…
Sunday, July 26 1 story
Hidden in Plane Sight
An aerospace company’s profitable core is obscured by a long-running FAA development program; approval, abandonment, or shrinking losses…
