Fierce_beast on X
Wix's Base44 AI business faces rising competition from foundation-model providers, reviving the bear case for AI wrappers reliant on pricing concessions and promotions.
Archive
1293 storiesMay 8 – May 13
Wednesday, May 13 7 stories
Timyan Bank Alert on X
@charrisinvest @dirtcheapbanks I think he’s talking about $PWBK not $NSTS
Timyan Bank Alert on X
$OXBC Annual report excerpt. Thank you, @bankinvesting https://t.co/gXNZx5zwDd
Rocky Brands INC
Rocky Brands, a nearly century-old footwear maker, sells owned workwear, western and recreational brands into industrial and consumer end…
M-tron
M-Tron Industries is pitched as a long on its sole-source role across more than 40 missile, radar and aerospace programs.
ToffCap on X
AST SpaceMobile’s short case targets a valuation driven by long-term faith, where missed quarters may not break investor conviction.
ToffCap on X
For those involved, Comstock's $LODE CEO buying 'the dip' https://t.co/U9inTYkhnV
Tuesday, May 12 3 stories
Timyan Bank Alert on X
The First National Bank of Brookfield will merge w/ $NSTS . Congrats to the $NSTS faithful.
mavix on X
Leatt reported Q1 2026 revenue growth of 27%, led by 49% D2C growth, while EBIT rose 62% and operating cash flow reached $4.5 million.
[RDVT] Red Violet and the Identity Resolution Mafia
Red Violet CEO Derek Dubner and CSO Ole Poulsen came from Hank Asher’s Seisint, a Florida identity-resolution data-mining firm.
Monday, May 11 5 stories
Accenture PLC
Accenture has been repriced as an AI loser despite its expected near-term benefit from AI adoption.
Smart Shooter
Smart Shooter develops electro-optical, image-based fire-control systems that improve weapon accuracy and lethality in harsh environments.
mavix on X
Shelly Group reported Q1 2026 revenue growth of 25.9%, EBIT growth of 30.4%, and a 25.9% EBIT margin. Free cash flow rose 77.5% and DSO improved by 24 days.
ToffCap on X
Entravision (EVC) is cited as an example of strong earnings news the market underprices, creating room for further earnings gains and multiple rerating.
Fierce_beast on X
the bear case for $udmy / $COUR https://t.co/fN3TS2Jmm3
Saturday, May 9 2 stories
Pershing Square Usa LTD
Pershing Square USA Ltd. is presented as a long investment idea.
marginofdanger on X
The SF housing market is on fire. Should bode very well for $FPH's Candlestick project, including finding financing partners. https://t.co/vFjXoS2coK
Friday, May 8 7 stories
Otis Worldwide CORP
Otis Worldwide's largest global elevator installed base generates 95% recurring revenue, with service margins above 90% supporting a…
Zoetis INC
Zoetis, the animal prescription-medicines company, is presented as a long investment despite concerns around its 2026 and 2027 outlook.
Timyan Bank Alert on X
@DrSichuan at this rate, a few more. I'm amazed people keep voting for Chevis' slate. He had ten years where he could have and should have sold to $FBMS for a large premium to today's price. The $PFBX over Chevis decades-long regime is anemic.
Brinks CO
Brink’s $6.6 billion cash-and-stock acquisition of NCR Atleos underpins the long case, citing strategic and financial rationale.
ToffCap on X
I'm perfectly fine doing this EVERY quarter $MRX https://t.co/xMuf6mnfZZ https://t.co/Jb4Fy7UUyi
Prysmian Spa
Prysmian (PRYMY) is presented as a short position.
Under The Hood: Domino's Pizza - $DPZ
Domino’s 99%-franchised model converts global retail sales into royalties and supply-chain revenue, but $4.8 billion of debt and mature…
