PAA Research on X
$SPCX's “funding secured” claim and Elon Musk's 2030 guidance days after trading raise IPO quiet-period questions amid criticism of SEC enforcement.
Archive
1283 storiesJun 11 – Jun 15
Monday, June 15 8 stories
The Arithmetic: How a $9 Spanish-Language Broadcaster Becomes a $100 AdTech Stock
Entravision’s path from a $9 Spanish-language broadcaster to a $100 adtech stock rests on an adtech-driven valuation model.
Charles Frischer on X
$NN I have received a few questions about my Part 15 tweets from last night. I remain incredibly bullish. In fact, I am more confident about the upside today than ever. My sole point is that I believe Part 15 users are not going to be interfered with by NN.
Charles Frischer on X
$NN I believe the record shows that Part 15 users will not suffer from unacceptable interference. I think we are absolutely live for the July and August meetings.
Broken Moats on X
Dutch Bros has risen nearly 40% despite premium valuation as 7 Brew, Starbucks, McDonald’s, Dunkin and Swig intensify pricing pressure in refreshers and energy drinks.
AnaptysBio (ANAB)
AnaptysBio’s Jemperli royalty receipts rise after a Sagard financing obligation ends in 2027.
Broken Moats on X
$BIRK misses earnings, stock drops and now with one $250m repurchase the stock has squeezed up 70% in less than a month....
Charles Frischer on X
@darkstarsats If I were Amazon I could buy $ATEX and actually sell spectrum use to Part 15 devices that need it and make a significant return on the investment. This spectrum will be cleaner and provide better options and usage for critical uses.
Sunday, June 14 6 stories
Charles Frischer on X
$NN I believe the Part 15 opposition is simply trying to get something for free. If they really wanted to secure this space they would just simply buy $ATEX for a 100% premium to their $1.5 billion market cap. Simple, problem solved! https://t.co/8EX6i7RhMc
Charles Frischer on X
$NN They won’t do that because they really don’t believe the problem exists. If they did, they could solve this problem in one phone call to the CEO of $ATEX. They will never make that phone call because deep down, they don’t believe in their own claims of interference.
Charles Frischer on X
$NN The main opposition at this point of the process is from Part 15 devices. They claim that the NN proposal will destroy the U.S. because of potential interference. Part 15 devices are too vital to America to allow NN to modernize the 900 MHz band.
Charles Frischer on X
$NN The opposition claims that the entire economy is reliant on Part 15 devices and that potential interference, which they have not proven at all, will bring down the GDP of the country. They believe we can’t let this happen.
Charles Frischer on X
$NN Giant important companies have joined in this chorus. If this were potentially true, what if a relatively simply, cheap, solution could be found to solve this problem. Would’t these big, giant companies try to control the entire economic production of Part 15 devices.
Under The Hood - Rollins ($ROL)
Rollins ($ROL) pairs automatically renewing pest-control contracts with route density and family-business acquisitions, producing 24…
Friday, June 12 6 stories
Mike on X
KVH Industries' NASA ETF inclusion has driven its runup and decline, obscuring the company's underlying business momentum.
PAA Research on X
SPCX pricing puts space-related stocks and tech leaders in focus ahead of potential Anthropic and OpenAI IPOs.
A Hardware Multiple on a Software Powerhouse
A software powerhouse posts a record quarter while trading at a 52-week low, raising a valuation disconnect between its business model and…
Broken Moats on X
CAVA rose 30% in a week without news as Target and private-credit-exposed Ares also made sharp late-week moves.
Timyan Bank Alert on X
Isabella Bank Corporation to Acquire Grand River Commerce, Inc. | $ISBA $GNRV #BankMerger https://t.co/aVJaQIimRn
Braemar Hotels & Resorts: Internalizing Management
Braemar Hotels & Resorts is internalizing its management.
Thursday, June 11 4 stories
Psyop Capital on X
What’s the $BR mega bear case?
Tim Eriksen on X
Time to end being passive on Saker Aviation. $SKAS https://t.co/KVwMEMMJvI
Charles Frischer on X
$NN Fantastic day for NN. With today’s close above 20.10, we have now closed above this level for 20 of the last 30 days. Company can now convert $190 million in debt into common. We now have 250 million in cash and no debt. Will take 45 days to finalize. Fortress balance sheet.
