Raging Capital Ventures on X
@wallstengine Short form is eating $NFLX alive too
Archive
1280 storiesJul 1 – Jul 9
Thursday, July 9 6 stories
Broken Moats on X
WD-40 posted 30% Americas growth and 24% companywide growth, yet lifted full-year guidance only to 6%-9%, raising questions about forecasting and Asian inventory swings.
Raging Capital Ventures on X
Elroy Air plans to go public through the CMII/IPXG SPAC, bringing its hybrid-electric autonomous Chaparral VTOL aircraft to public markets.
Raging Capital Ventures on X
Kalshi looking at rolling out perpetual futures…. Perps are super interesting, à la Hyperliquid / $PURR, and have the potential to be very disruptive across the capital markets ecosystem https://t.co/L0JHZdJu4O
[scuttlebits] CPRT, ADBE, FIG, NVDA, QCOM, FDS, Memory chips
Copart’s returning CEO Jay Adair plans to restart European expansion and build domestic whole-car sales on its global buyer network amid…
Corporate dark arts: the strangest 8-K I've ever seen $DMRC
DMRC’s incoming CEO can earn more than $40 million if shares rise roughly fivefold, despite an 8-K warning of substantial doubt about the…
Wednesday, July 8 1 story
Ian Bezek on X
Smith bought Amazon near its 2021 peak after years of criticizing its low margins, then sold in 2023 for a 40% loss.
Tuesday, July 7 6 stories
Nat Stewart on X
@GardinerIsland $BSM has kinda muffled volatility relatively speaking if you don't mind a K-1, have a pretty good plan to grow production on their land next ~5 yrs (they own royalty interests), systematically hedge ~75% of production.
Psyop Capital on X
https://t.co/irXJODueym $ALAR is under investigation from the FBI. Many of the same hypergrowth microcap accounts that were pumping it a few years ago were also long Intellego before it collapsed under fraud revelations
Mike on X
If you’ve been following the $PESI situation, this is important reading. Especially regarding grouting 200E waste. https://t.co/bsf03iTPKg
Mike on X
@DeepSailCapital $RDCM is interesting.
Ian Bezek on X
@sequentanalyst @moneyandmore72 Fundsmith bought $app? Terry Smith must be rolling over in his grave.
Timyan Bank Alert on X
Merion Road Capital Management and Blue Hill Advisors urge United Bancorporation of Alabama $UBAB to return excess capit... https://t.co/Ej02jreaap
Monday, July 6 2 stories
Mike on X
They were! $WULF signed deal with Anthropic today https://t.co/82fVRUxJtN
Is insider buying a signal if the insiders are always wrong? $LILAK
LILAK’s canceled GCI Liberty deal, preferred-stock distribution, and $1.7 million of insider buying revive governance concerns around John…
Saturday, July 4 2 stories
Nat Stewart on X
@orrdavid I don't own $WEN but I do see a powerful upside potential. Perhaps I am biased as it has been my favorite burger fast food restaurant for 35+ years (the only one my parents let us go to when I was a kid😂).
marginofdanger on X
Is anyone looking at these busted digital treasury companies? A quick glance suggests a bunch of them are trading at 50%+ discounts to NAV with otherwise clean balance sheets. Will they all merge in stock for stock deals? Or convert into ETFs? $BRR $XXI $BMNR
Friday, July 3 1 story
marginofdanger on X
$QUCT ranch for sale for $75 million: https://t.co/dOfoTwB6ly
Thursday, July 2 4 stories
Laughing Water Capital on X
@darkstarsats @JoesAutopen @cfrischer1 @CalgaryLeveen @mil01425146 @SteveCrowley Probably for the same reason the opposition has submitted reports that need to break the laws of physics in order to suggest interference. $NN
Timyan Bank Alert on X
Regions Financial $RF buys investment bank in latest bolt-on https://t.co/Lb11zJT8vY
Broken Moats on X
Boston Scientific's $2 billion accelerated share repurchase ended June 30, coinciding with a sharp rebound from selloff lows.
PesoRama ($PESO.V) FINS Review
PesoRama’s 0.64 current ratio, operating cash burn and 111% annual dilution offset 36% Q1 revenue growth, despite replacing an 18.5% loan…
