BDC on X
@benbstwits Warren Buffett is 96 years old. He had every opportunity to buy $GOOGL over the last 20 years and didn't. The fact that he is showing up now is not the flex you think.
Archive
1279 storiesJul 22 – Jul 23
Thursday, July 23 11 stories
Alphabet 2Q'26: Google Cloud is On Cloud Nine
Alphabet’s 2Q’26 revenue rose 24% to $119.8 billion as Google Cloud grew 82% and tripled operating income, while heavy investment drove…
Fierce_beast on X
$SSTK -- this stock was often trading below 8x p/e throughout the last 3 years and even lower on a net cash basis. At the start of this year it was trading around 4.5x p/e. It's down 70% YTD https://t.co/aRCDW2mTMu
Ian Bezek on X
@valuedrift American $AAL whiffed earnings too.
BDC on X
So is $GOOGL going to tap their ATM now? Or wait for it to go lower?
PAA Research on X
Google's 13% paid-click growth in Q2 2026 masked CPC growth slowing to 3%, raising concerns that a sharper click deceleration could pressure advertising economics.
BDC on X
Alphabet beat its stated KPIs, but a 6% stock decline signals investor resistance to hyperscaler AI capex without quantified cash returns.
Under the Hood - Tractor Supply ($TSCO)
Tractor Supply’s 2,602-store rural retail network supported 30+ years of growth.
Timyan Bank Alert on X
$FCNCA $SBNC HT @bankinvesting https://t.co/3nOgjdlsG8
Gatekeeper Systems ($GSI.V) FINS Review
Gatekeeper Systems’ revenue rebound is overshadowed by $19.3 million in nine-month operating cash burn, swelling inventory and overdue…
Ian Bezek on X
Zero-duration bonds are positioned for a return to ZIRP, while EDV or TLT could provide more liquid recession upside than long-term TIPS.
Wednesday, July 22 13 stories
Timyan Bank Alert on X
$NRIM- Northrim BanCorp, Inc. Signs Definitive Agreement to Acquire $PBCO Financial Corporation https://t.co/XtscRHtpqE
Broken Moats on X
Rollins' weak quarter pushes its valuation below $35 toward 15 to 18 times earnings, while Texas and Southeast growth supports recurring pest-control demand.
BDC on X
Sundar on ROIC: "It's very early" "still supply constrained" "multi year view" That should help everyone understand $googl
Tim Eriksen on X
@ValueHunter7 @youngermunger7 @dirtcheapstocks $MFBP
PAA Research on X
I don't want to extrapolate from a single earnings report, but if you own a software stock than didn't trade materially higher as the $IGV bounced 25-30% from mid-April to early June, you might be in trouble. I guess there were signs with $PEGA...
Timyan Bank Alert on X
M&F Bancorp, Inc. Announces First Quarter 2026 Results and Merger w/ Optus. It couldn’t happen to a nicer guy than James Sills. And a great steward of the bank as well. $MFBP https://t.co/Mp66Lwl0KJ
JabroniCoin.USD on X
$ORLA might have miner issues? https://t.co/fyc91D3J81
Danaher 2Q'26: Yet Another "Meh" Quarter
Danaher posted 3.0% core revenue growth in 2Q’26, with LTM adjusted EBITA flat at $7.1 billion since 2Q’24 despite a mid-20s earnings…
JabroniCoin.USD on X
Umm is SpaceX the high-margin customer of $SMCI that’s boosting their order book > $60 Bn? Short interest seems high https://t.co/BMrEvmCbQj
PAA Research on X
Chubb says commercial-property new and renewal pricing fell 12% year over year, while nonrenewed or rejected business fell 40%, amid broader casualty and E&S softening.
Laughing Water Capital on X
GSK reportedly made three bids for AnaptysBio over the past year, making the trial outcome a potential determinant of sale price rather than a barrier to a deal.
