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.
It is simple: $NVDA is using vendor financing to avert margin pressure and market-share loss. https://t.co/IlD9IHVhP8
@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
@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.
@DueDoctor All goes well this could add $800mn in annual revenue to $mrna. Added $44B in market cap. Market said that theoretical 2-3 year out revenue is worth 50x + yesterdays' market cap
@BoxLongs $SNAP added $250mn in revenue yy and $200mn in adj ebitda. Adj shares outstanding actually decreased 70 bps yy. FCF +400% yy. While everyone knows its a horribly managed asset, the numbers in isolation are MUCH improved YoY while stock itself is down 30% yy.
@SandBrandyn I bought a basket of software and adjacent in Feb/March. $TEAM most ridiculous example both to the down and now upside... I don't trust the management teams enough to make a concentrated bet on any of these.
Atlassian $TEAM now up 214% since April, and +5% YTD. Market very efficiently determining future discounted cash flows from software companies, I see.
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…
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 2 clicks
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…
Hyperscalers’ off-balance-sheet lease and purchase obligations rose from roughly $1 trillion to $1.5 trillion, turning the AI buildout into…
HubSpot trades near its 2020 share price despite quadrupled revenue and $750 million in free cash flow, with Breeze AI upside weighed…
Steve Eisman argues the AI boom hinges on Anthropic and OpenAI’s importance to hyperscalers, while weighing software, CoreWeave and Cisco…
ZTS · long Zoetis, the animal prescription-medicines company, is presented as a long investment despite concerns around its 2026 and 2027 outlook.
Evolution's fourth-quarter revenue fell 4% as Asia cyber disruption and European channelization outweighed U.S.
Meta’s 4Q25 revenue rose 24% as AI lifted ad performance, but 2026 costs are guided up about 41% and capex to $115–135 billion.
LVMH’s 2025 revenue fell 5% and operating profit 9% amid forex and luxury weakness, while Fashion & Leather Goods improved in the second…
Chevron’s proposed $6.5 billion, 2.5GW West Texas gas plant could support Permian AI data centers, with TPL, Oxy and WaterBridge land…
TransDigm built a $72 billion aerospace-components consolidator through 90 acquisitions, delivering 23.1% annualized stock returns since…
Haw Par combines Tiger Balm’s stable cash flows with property, leisure and healthcare operations plus stakes in UOB and UOL.
Google’s TPUs give it vertically integrated AI training and inference economics as Anthropic and Meta consider adoption, challenging…
National Beverage’s rare share repurchase is framed as a buy signal, with 50% upside projected.
Argentine banks, tariff-exposed stocks and Customer’s Bancorp anchor an earnings-season watchlist after Milei’s election victory,…
Every publication on this site, hand-picked.
Albert Anthony
Andres Veurink
Bay Area Ideas
Capital Connoisseur
Deep Value Investing
Dhierin Bechai
Equity Eagle
Eudaemon Research
Fernanda Galvez Jalil
Henrik Alex
High Alpha Professor
Investor Overview
IWA Research
Jaden Mealy
Khaveen Investments
LL Insights
Long Player
Marc Gerstein
Mike Zaccardi, CFA, CMT
Miletus Research
Myriam Alvarez
Petri Dish Reports
Philip Wang
Prakhar Agarwal, CFA
PV Research
Quantryon Capital
Robert J. Lake
Ron Ferrie
Sam Mancini
Sharon McArd
SiliconBytes Insights
Simple Investment Ideas
Sorrento Research
Stephen Ayers
Steven Fiorillo
The Alpha Analyst
The Asian Investor
The Bullionaire
The Curious Analyst
The J Thesis
The Supercycle Investor
The Undercovered Dozen
Value Capital Research
Vishal JadaunEvery account on this site, hand-picked.
⚽️📡
💥PETITION💥
A Capital
Adam D. Wyden
AltayCap
Bank Reg Blog
Barbarian Capital
BDC
Bill Ackman
Broken Moats
BuccoCapital Bloke
Calvin Blissett
catechwilliams
Charles Frischer
Chris Camillo
Clark Square Capital
Cluseau Investments
Colin King
Connor Haley
Conor Maguire | Value Situations
Convequity
David Orr
Deep Sail Capital
Devin LaSarre
DOMO Capital Management, LLC
Edwin Dorsey
Evan Tindell
Fajasy
Farmer
Fierce_beast
Fred Liu
Gavin Baker
Ian Bezek
Idea Brunch
JabroniCoin.USD
John_Hempton
junkbondinvestor
kab60
KEDM.com
Laughing Water Capital
Lee Roach
Little Owl Research
Maius
Maj Soueidan
marginofdanger
mavix
Mike
Mikro Kap David
Multiples Capital
Myles
Nat Stewart
Negligible Capital
Odd Diligence
Odd Lot Arbitrageur
PAA Research
Pernas Research
Porter Collins
Prepared Remarks
Psyop Capital
Raging Capital Ventures
Red Dog Capital
RiverRoadPartners
Rusholme Capital
Sahil Khetpal
SG
Sheel Mohnot
Tim Eriksen
Timyan Bank Alert
Todd Wenning
ToffCap
Trevor Scott
Voss Capital
Yaron NaymarkOrdered by how often our editor reaches for them.
