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Archive
1282 storiesJun 22 – Jun 25
Wednesday, June 24 12 stories
Raging Capital Ventures on X
@satsfilip Fixed — at around $353 per $CHTR share / 23% of company.
Timyan Bank Alert on X
$CBAN to merge w/ $FSRL https://t.co/2hLKYqpeB6
PAA Research on X
Qualcomm’s acquisition of Modular drew CEO Cristiano Amon’s Android or Linux comparison, while critics called for consistent earnings execution before higher expectations.
Broken Moats on X
Travel, housing, biotech and waste stocks rallied while Amazon lagged after weak Prime sales, leaving Target, KB Home and Expedia moves hard to explain.
Timyan Bank Alert on X
What if after assessing, O’Brien decides it’s best to reset lower and recap $BCBP Cc @thebankzhar https://t.co/VpMUhD9ctQ
PAA Research on X
Twenty-three S&P 500 stocks have doubled this year, mostly in AI, semiconductors and data centers, contributing 5% to 6% of the index’s 8% gain.
PAA Research on X
Good day for "LLOK" trades with crude collapsing, interest rates falling, and WSB retail investors bidding up $WEN and $JACK. https://t.co/NHRQkih4Y0
Broken Moats on X
MetLife, Lincoln and regional banks including Western Alliance face interconnected private-credit exposure, with scrutiny of loan credit ratings.
Broken Moats on X
Wabash's $WNC rally reflects hopes for a replacement trailer market in 2027 and tariffs on Chinese suppliers, despite cyclical balance-sheet risk.
Nat Stewart on X
MHGU expects EBITDA gains from closing weak locations, breakfast opt-outs and $7.3 million of G&A cuts, contingent on improved Wendy’s management.
catechwilliams on X
$FGMC $3.5B mkt cap tiny home builder. $1M sales. -1,000% GMs. Incinerating cash. 83% SPAC redemption, only $14M in cash. Auditor: "substantial going concern doubts.” Modular homes industry littered with recent bankruptcies. Dubious leadership backgrounds.
On the Horizon
A tiny defense supplier trades at roughly 6.5x estimated normalized EBIT as military-program volumes rise and a strategic review considers…
Tuesday, June 23 9 stories
PAA Research on X
Google is losing small-business wallet share amid regulatory risks, stalling user growth in more markets and capital-allocation concerns.
Mike on X
$META probably can serve more tactical ads if you know exactly what each user is willing to put money on (aka is paying attention to) in the moment! https://t.co/9DnpLAIS4i
Nat Stewart on X
@waterboystocks DPZ looks interesting, but I have pizza covered with little Pizza Inn $RAVE. 100% franchised, zero debt, cash ~25% of market cap, potential for turnaround to transform into growth story next 1-2 years.
Timyan Bank Alert on X
@Akston_Capital Putting aside what the shareholders, directors, activist ahareholders @HoldCoAM, his wife and anyone else, what does Chris Gorman, in his heart, want to accomplish at $KEY? Keep going as is? Acquire? Sell?
PAA Research on X
Google's AdWords model is being replaced by a considerably worse business, while Meta's ad-share gains face long-term platform toxicity concerns.
PAA Research on X
Meta’s move into betting markets and rising AI capex threaten to outweigh advertising gains, supporting a short case centered on Zuckerberg’s capital allocation.
Psyop Capital on X
Is contextlogic interesting/worth digging into? $LOGC. I really like the Salt acquisition but seems like they paid a rich multiple for it. Fear this will end up in the graveyard of mini-Berkshires over time
Broken Moats on X
Little perplexed you get more negative redemption stories around private credit, and the market only sells off the the the pure play PE companies. First derivatives are up? $MFC $FG $MET $WAL all have sizable exposure to the same asset class.....
PAA Research on X
LendingTree founder Doug Lebda endured 95% to 99% drawdowns across three cycles as TREE became a 10-bagger twice after its IAC acquisition and spinoff.
Monday, June 22 2 stories
PAA Research on X
$PRIM printed above $200 just six weeks ago. This is one violent tape.
