Tim Eriksen on X
Allbirds' $BIRD ownership-change measure excludes founding Class B shares older than three years and counts changes by FMR, Ghost Angel, Vanguard, BlackRock and recent B-holder grants.
Archive
1296 storiesMar 31 – Apr 16
Thursday, April 16 3 stories
Forgive me Father, I have Sabled.
Sable Offshore restarted Santa Ynez oil flows under a Defense Production Act order, targeting 50,000 barrels daily and a path to 60,000…
Charles Frischer on X
$FFH. Prem’s latest investment formula. https://t.co/a8vTn9iGj4
Wednesday, April 15 1 story
Tim Eriksen on X
So PaperClip (expert: $PCPJ) issues an important press release but somehow it ends up under an incorrect ticker for China Dongsheng. Do they not realize they can correct these things? https://t.co/pULXthDnYq
Tuesday, April 14 4 stories
mavix on X
Shelly Group reported Q1 2026 revenue of EUR 33.4 million, up 26%, with cash and equivalents rising 45% from year-end to EUR 19.9 million.
Laughing Water Capital on X
AST SpaceMobile faces questions over SpaceX and Amazon’s distribution, capital advantages and pricing in a three-player satellite communications market.
Fierce_beast on X
Rent the Runway's inventory cuts obscure replenishment costs in COGS while management guides to 2026 margin deterioration, weakening revenue quality after a volatile Q4 beat.
Laughing Water Capital on X
$AVNS https://t.co/EbJi0nn0Vj
Monday, April 13 2 stories
First Takes on GFL's Acquisition of Secure
GFL Environmental is buying Secure Waste at 11x 2026E EBITDA before synergies, adding high-margin produced-water and waste assets with $25…
Under The Hood, Novo Nordisk A/S ($NVO)
Novo Nordisk’s GLP-1 franchise transformed obesity treatment, while its valuation framework prices in 17 years of discounted cash flows.
Sunday, April 12 1 story
The Consultant’s Dilemma: What AI Actually Does to Accenture ($ACN)
Accenture’s $5.9 billion in FY2025 genAI bookings supports implementation demand, while AI’s automation of junior work threatens the…
Thursday, April 9 2 stories
mavix on X
Shelly Group joins Germany’s SDAX on 10 April 2026, becoming the first Bulgarian company included in the DAX index family.
mavix on X
Evolution seeks to add Playtech to its US defamation lawsuit, alleging a campaign to suppress North American competition and accusing Playtech of trade libel, fraud and racketeering.
Wednesday, April 8 1 story
Under The Hood, ResMed ($RMD)
ResMed’s 30 million connected sleep-apnea patients, recurring masks and software support a data-driven healthcare platform; 11.9% annual…
Tuesday, April 7 2 stories
Charles Frischer on X
@lindenstcapital $NN In the last 12 OIRA actions at the FCC, it looks like approval was received the same day as the blog was posted in 6 cases. Tomorrow is still possible. We will find out by around 2:30 PM on Wednesday. If not, April 28th is only 21 days away.
Charles Frischer on X
NN shares fell on 1.7 million shares as investors awaited OIRA approval of an NPRM opposed by airline groups over interference concerns.
Sunday, April 5 1 story
Why Nike ($NKE) Won't Make It Into the Bearhold Universe
Nike is excluded from Bearhold’s universe because cultural relevance and consumer taste drive demand, leaving its revenue model less…
Saturday, April 4 1 story
Tim Eriksen on X
ECIP recipient, Citizens Bancshares $CZBS announces $4 million repurchase program. About 5% of market cap. https://t.co/cXfWhyXnSF
Friday, April 3 1 story
Under the Hood, Copart ($CPRT)
Copart’s salvage-auction network pairs scarce storage land with global online bidding, supporting insurer returns and a durable moat…
Thursday, April 2 2 stories
Charles Frischer on X
@MLedrappier @CalgaryLeveen No doubt a sale of Globalstar to Amazon or SpaceX would be great news for $NN. Especially at the valuations being cited. I am long a small position in $GSAT. This would be an incredible day for NN. Validates spectrum valuations
AXT’s Tongmei Problem: Great Asset, Fragile Economics
AXT’s 85.5%-owned Tongmei depends on offshore pricing, export approvals and transfer-pricing economics despite AI-optics demand.
Wednesday, April 1 2 stories
catechwilliams on X
Marlin Business Services, $MRLN, says it is developing pilotless technology despite drone and autopilot systems having existed for years.
catechwilliams on X
$MRLN. Recent SPAC. Development-stage science project attempting to make autonomous airplanes. Even if they ever get FAA approval, it will take a brave sole to get in a plane with no pilot and/or send high value cargo. Many existing autopilot competitors. Burning $70M/ year.
