ToffCap on X
$ABVX https://t.co/PZxxt1GzS6
Archive
1289 storiesMay 28 – Jun 1
Monday, June 1 6 stories
Investcorp Credit Management BDC: Visiting the Private Credit Garbage Bin
Investcorp Credit Management BDC is framed as a troubled corner of private credit.
Mike on X
$HPE let's fucking go. https://t.co/OjNXeIX0yM
Mike on X
@Minnvestor $NVT you'd think would be up more today. Also w/ TPUs and Project Deschutes what w/ Anthropic S-1 and rev growth. Do you think just overlooked?
PAA Research on X
Not sure what to think about the action in the $SMH and $NVDA ecosystem names ripping higher as $GEV and $ENR giving back ALL of their gains since they reported 1Q26 results. Notable at the very least.
[scuttleslops] SPOT, UMG, TXN, SPGI, TRU, ADSK, MTCH, CSGP, DLTR
Spotify and Universal Music Group will offer licensed AI song covers and remixes as a Premium add-on, with artist opt-in and royalty…
Sunday, May 31 2 stories
PAA Research on X
Berkshire Hathaway’s TMHC deal is the third announced takeout of a public homebuilder this year, despite deeply negative housing-sector sentiment.
The last Bristol Myers' blog post was wrong on the core thesis
Ivonescimab plus chemotherapy extended median overall survival by 4.2 months versus Tevimbra plus chemotherapy in HARMONI-6, challenging…
Saturday, May 30 2 stories
eDreams: Disproving the Bears and Regaining Credibility
EDreams cut FY26 Prime-member guidance to 600,000 after Ryanair blocks, while its subscription model lifted Prime to 7.25 million members…
mavix on X
A May 2026 portfolio update lists holdings including Centrotec, Toyokumo, Evolution, Secunet Security Networks, BioRem, Leatt, Shelly Group, Enogia, ErreDue, Lindbergh and Circle Group.
Friday, May 29 8 stories
Mike on X
Is there a specific reason for recent weakness in names like $LITE? Everything I see out recently e.g. the Rosenblatt note seems strongly bullish. Maybe just momentum capital flowing elsewhere? (Which would make this dip attractive potentially)
Laughing Water Capital on X
@mil01425146 @darkstarsats Hudson and Guthrie have both been vocal supporters of the need for terrestrial backup to GPS/PNT. Hudson has even spoken at the same events that $NN CEO Sorond has spoken at. This is bullish.
marginofdanger on X
$TIPT director buys ~1k shares at 17.45 on Wednesday and Fortegra deal should close today https://t.co/HYVSdjXcO9
Timyan Bank Alert on X
Better link to $CCNB $BCON merger https://t.co/jqR7WAucnp
Timyan Bank Alert on X
$CCNB $BCON MOE #BankMergers https://t.co/poHNDgm8h4
IAC and MGM update: part 2
IAC’s spin-off model produced outsized wins in Expedia and Ticketmaster alongside costly disappointments in Vimeo, Match, LendingTree and…
SBM – capital flight triggers another all-time high
SBM, Monaco’s largest company, reaches another all-time high as capital flows back to Europe and boosts the Principality’s property-heavy…
Thursday, May 28 6 stories
Tim Eriksen on X
Solitron Devices $SODI 10-K filed after close. Improved Q4 as we said in our press release. Gross margin of 41% in Q4. https://t.co/lZgDHy71CQ
marginofdanger on X
Another great quarter from $WEBC with accelerating top line and gross margin expansion. Company continues to buy back and refresh buyback. https://t.co/w22AeWh2pH https://t.co/BK1bO8vt37
Iac INC
IAC is simplifying its portfolio around a 33% stake in MGM Resorts International, positioning the holding company for a later-stage…
Timyan Bank Alert on X
Canadian Imperial Bank exiting its Caribbean ops $NTB Butterfield to acquire control of CIBC Caribbean in $1.8 billion transaction https://t.co/SlU2Q0Lfxz
