El Al trades near 2x EBITDA after wartime near-monopoly profits, with $1.3 billion of net cash and owned aircraft weighed against customer-float, regulation and normalization risks.
Contrarian view: $MRNA raises equity in next week. Bullish. No equity raise in the next 2-3 weeks? Very bearish.
Fed, Alabama regulator enter enforcement action against SouthPoint Bancshares $SOUB | S&P Global Market Intelligence - @colarion had this pegged https://t.co/2tHGECNUTo
$OTTW https://t.co/PCj3SfS5yv https://t.co/8TdjhoKoa5
@Ron284Ron At 35% of what $CNAF book value used to be…☠️
@ragingbullcap $PBT interesting here to. Merging with royalty acres/surface interests owned by affiliate of the operator, converting to a C-Corp. Softvest is once again the architect as with $TPL https://t.co/acWX95uQQI
QNB Corp. $QNBC Announces Pricing of Common Stock Offering https://t.co/5mPLeT0iSH
@DueDoctor Oh I agree 100%. The move is totally insane. $GME like. +20% would have made some sense based on math. I actually think lack of 2ndary here is even WORSE for them. They need the cash. 2ndary cleans up that need.
TEM 2026-08-20 Tempus AI's diagnostics and data businesses grew Q2 2026 revenue 19.4% year over year, with FDA approvals, expanded tests and pricing aimed…
Verra Mobility's new seven-year Avis agreement replaces a customer worth over 10% of revenue on materially worse economics, exposing…
BHP 2026-08-20 BHP expects copper to generate over half of FY2026 EBITDA and plans a 40% production increase by FY2035 after profit, free cash flow and…
On the Pulse 1 click
Norwegian Cruise Line’s $15 billion debt and 2026-27 capex delay deleveraging, despite fuel-efficient new ships and stronger projected 2028…
Airbnb shares have risen about 50% since October 2025, prompting a revised 2026 model and return assumptions at the current price.
APP 2026-08-19 AppLovin’s AXON 2.0 self-serve rollout, e-commerce onboarding and Connected TV expansion aim to revive growth after Q2 2026 revenue and…
KL Research 1 click
Jumia’s January 2028 $7/$15 call spread risks $1.15 for up to $6.85 if cost cuts and marketplace growth deliver adjusted EBITDA and…
IREN awarded each co-CEO roughly 9 million RSUs, about 2.5% of shares and $400 million, in exchange for no further equity grants until…
Nubank's 140 million customers, 20% efficiency ratio and 30% ROE frame whether its high-teens P/E reflects a scalable fintech or a maturing…
DoorDash’s integrated autonomous-delivery strategy contrasts with Uber’s 2026 divestment of Serve Robotics, its former delivery-robot…
IQV · long IQVIA runs drug trials and gets paid regardless of whether drugs pass, while trading at a COVID-low multiple with potential AI benefits.
MSA Safety’s Pershing Square Challenge finalists pitch gas-detection subscriptions, mandated SCBA replacement cycles and a 2023 liability…
Fox’s $22 billion Roku deal cut FOXA 25%, but Simeon McMillan argues Roku’s streaming-TV reach, advertising upside and synergies make the…
A tiny defense supplier trades at roughly 6.5x estimated normalized EBIT as military-program volumes rise and a strategic review considers…
Apollo’s Marc Rowan argues private-credit risk depends on underwriting, seniority, leverage and diversification, not whether a bank or fund…
Entravision’s path from a $9 Spanish-language broadcaster to a $100 adtech stock rests on an adtech-driven valuation model.
AnaptysBio’s Jemperli royalty receipts rise after a Sagard financing obligation ends in 2027.
Rollins ($ROL) pairs automatically renewing pest-control contracts with route density and family-business acquisitions, producing 24…
A software powerhouse posts a record quarter while trading at a 52-week low, raising a valuation disconnect between its business model and…
Braemar Hotels & Resorts is internalizing its management.
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