ToffCap on X
Vistance $VISN selling Ruckus for $1.85bn. Clean up continues https://t.co/and6BAfSyY
Archive
1294 storiesApr 25 – Apr 30
Thursday, April 30 1 story
Wednesday, April 29 8 stories
Charles Frischer on X
@DSacksCreative $NN The low band spectrum controlled by NN is quite valuable. $GSAT is a terrific comp. Sold for 11.6 billion. In many ways, our spectrum is extremely valuable and can carry more data and is more vital. Very desirable asset.
Tim Eriksen on X
For those interested, Solitron Devices $SODI Annual Meeting from last week was recorded and is available on Solitron's IR page. https://t.co/2Ijmz7MnjL
Gaztransport and Technigaz SA
Gaztransport and Technigaz, a €7 billion French company, leads ultra-low-temperature containment systems for storage and transport.
marginofdanger on X
$PSUS opening delayed until Ackman pulls his last few relationship cards. Going to be UGLY!
marginofdanger on X
Seems like $PSUS and $PS going to trade worse than I expected. Looks like PSUS could open at a 20% discount to NAV and PS to trade below the $10 bn valuation from the latest 3rd party pre-IPO raise. https://t.co/Ix6uqF61LJ https://t.co/F5UNDNNVMb
marginofdanger on X
@EricTheUmpire If you want exposure, buy $PSH.LN (or $PSHZF) which is trading at around 70% of NAV (implies $35/share for $PSUS). https://t.co/oSFLPLfnqr
Connor Haley on X
Alta Fox says Premium Brands Holdings is significantly undervalued, with 75%+ base-case upside and management actions to narrow its intrinsic-value discount.
Ast Spacemobile INC
AST SpaceMobile is priced for a 2026 commercial launch despite no identified path to manufacture or launch its satellite deployment target.
Tuesday, April 28 7 stories
Api Group CORP
APi Group’s mix of specialty contracting segments complicates a conventional contractor valuation.
Howard Hughes Holdings INC
Howard Hughes Holdings is pitched as a long in the $60s, with a near-term $90 target and a projected 20%+ IRR.
Under The Hood: Ulta Beauty, Inc. ($ULTA)
Ulta Beauty’s 46 million-member loyalty model drove strong historical cash flow, but earnings have stalled since fiscal 2022 as SG&A rose;…
ToffCap on X
So $NKTR is now lower since the positive AA read out? https://t.co/HuWowXy7sE
Charles Frischer on X
$NN Market is saying today is not going to happen for NN. I agree. It is taking longer than hoped for but low band is becoming more valuable by the day. I expect Carr to reach a deal with all the parties and then a quick process to report and order. That deal might take a bit
Adobe Expert Insight Interview (No Paywall)
Adobe trades at 11x earnings despite $24.5 billion of revenue and 37% operating margins, as a former data-science chief discusses whether…
Netcompany
Netcompany’s M&A-led expansion turned a high-quality Danish IT consultant into a more commoditized pan-European business.
Monday, April 27 3 stories
marginofdanger on X
Pershing Square USA will list at $50 per share alongside a direct listing of manager PS, whose free shares may offset an expected 5 to 10% closed-end-fund NAV discount.
Cadeler A/S
Cadeler (CDLR) is the world’s largest pure-play owner-operator of wind turbine installation vessels, listed in Oslo and on the NYSE.
Knight Therapeutics INC
Knight Therapeutics (GUD-T) is a long position built on confidence in founder Jonathan Goodman, following his earlier success with Paladin…
Sunday, April 26 3 stories
Quidelortho CORP
QuidelOrtho is presented as a long idea after falling to 52-week lows, with the thesis centered on misvaluation.
Servicetitan INC
ServiceTitan (TTAN) is shifting from vertical software for trades businesses toward the operating layer for scaled essential-services…
United States Brent Oil Lp
United States Brent Oil Fund LP (BNO) is a bullish trade via shares, call options or a July $60–$70 call spread.
Saturday, April 25 2 stories
Under The Hood, HCA Healthcare - $HCA
HCA Healthcare generated $75.6 billion of 2025 revenue and an 18.9% ROIC, pairing hospital-market scale with expanding margins and lower…
