Perfect CORP
Perfect Corp., a Taiwan-based beauty-tech microcap SPAC, trades below net cash despite sales growth after falling from a brief $2 billion…
Archive
1291 storiesMay 19 – May 22
Friday, May 22 2 stories
Doordash INC
DoorDash holds roughly 60% U.S. market share in on-demand restaurant logistics, underpinning a long thesis on its defensible delivery…
Thursday, May 21 8 stories
Leef Brands INC
LEEF Brands, California’s largest cannabis extract manufacturer, supplies distillate, live resin and rosin to leading California brands.
Laughing Water Capital on X
@scottwilsonUSD @cfrischer1 just more of the same. no effort to explain why US RFID/part 15 needs all of lower 900 when the rest of the world functions fine with much less, & ignoring that $NN is meant to be just part of a system of systems.
Adobe INC
Adobe's dual network effects and platform entrenchment make AI fears a buying opportunity for the software compounder.
Timyan Bank Alert on X
@wamackey88 Management is the only constituent to have benefited from this grift that is $BCOW
Cadence Design Systems INC
Cadence Design Systems sells chip-design software as AI computing drives a structural increase in semiconductor design complexity.
Tva Group INC -cl B
TVA Group, a C$61 million market-cap Quebec French-language media company, is presented as a highly asymmetric long opportunity for…
Laughing Water Capital on X
@scottwilsonUSD @cfrischer1 Womack is seemingly in $WMT's pocket & claiming $NN will interfere with RFID. However, $NN has the proof that they do not interfere with RFID, so presumably Womack will go away.
IAC and MGM update: part 1
IAC’s $2.1 billion MGM stake now equals 35% of its market value after Angi, Care.com and other digital bets faltered; MGM shares nearly…
Wednesday, May 20 10 stories
Charles Frischer on X
@scottwilsonUSD $NN I think there will be a solution that works for all parties. The country needs our spectrum.
Coursera INC
Coursera's combination with Udemy creates an online learning platform serving over 270 million learners with hundreds of thousands of…
Iqvia Holdings INC
IQVIA runs drug trials and gets paid regardless of whether drugs pass, while trading at a COVID-low multiple with potential AI benefits.
Charles Frischer on X
$NN At this point in the process, it doesn't really matter if the NPRM drops in June, July or August. The value of spectrum has dramatically changed over the last 12 months. Direct to device with satellite companies like SpaceX and Amazon have become critical buyers of spectrum.
Charles Frischer on X
$NN Waiting a few extra months to get the NPRM doesn't matter compared to the ultimate value of the spectrum. Plus the NN spectrum can/will be used for many additional vital issues like IOT, drones and other AI uses.
Charles Frischer on X
$NN Finally, check out the comments recently made by Anterix regarding how they are thinking about the value of their spectrum. The numbers are much higher than I had ever imagined. I am long a bit of $ATEX. NN spectrum is far more powerful than the low band spectrum held by ATEX
Nxp Semiconductors NV
NXP Semiconductors, the global automotive-chip leader, has delivered 12.5% compounded EPS growth and is presented as a long investment.
Galaxy Digital INC
Galaxy Digital (GLXY) is presented as a long investment idea.
catechwilliams on X
$POET $2.5B market cap Canada-based (formerly TSXV-listed) semi component designer. Perennially on the verge of commercialization ($1.4M LTM sales, hemorrhaging cash). Heavily promoted into a $400M offering on 5/18. Dubious order w related party, FEOC, PFIC, among many issues.
Puregold Price Club INC
PureGold Price Club, the Philippines’ largest food retailer, operates hypermarkets, supermarkets, minimarts and S&R membership warehouses.
Tuesday, May 19 4 stories
Timyan Bank Alert on X
@Stl_MAR @Catahoula_Value I think (from past close experience) that the family calling the $TRCY shots is hopelessly inept. Doesn’t mean they won’t sell it at some point but they have turned away some great alternatives.
Timyan Bank Alert on X
$BCOW Fact check: 100% true https://t.co/AqIAdOnsSa
Timyan Bank Alert on X
@Catahoula_Value It feels like $BCOW management would rather continue stealing from the shareholders. $LRBI is performing well on its own and improving so not needed. Sure does spotlight the values though. $MBBC also in $PSBQ backyard where Nick Z is really improving his bank.
Timyan Bank Alert on X
Home run merger for $PSBQ holders in sale to $BFC https://t.co/wujj6AML12
