Tuesday, August 11, 2026

Back to today

40 Stock Pitches (3rd-9th August)

Navient trades near 40% of tangible book as Gator Financial Partners argues private student-loan growth and restructuring can reverse its…

AAON · long

Aaon INC (aaon)

AAON is presented as a long investment idea, revisiting a company written up as a short nearly a decade ago.

Airbnb 4Q25: Business Update

Airbnb’s fourth-quarter revenue rose 12% to $2.8 billion and GBV 16%, while product improvements and AI spending target booking conversion…

NLOP - I'm Buying Again

NLOP’s selloff after a weak KBR property sale has created a high-potential IRR entry point.

Publications we follow

Every publication on this site, hand-picked.

108 publications

Newsletters 91

X accounts we follow

Every account on this site, hand-picked.

69 accounts

Investor letters we follow

78 firms

Sectors

Ordered by how often our editor reaches for them.