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.
@BoxLongs Wild truth is that if $SNAP chooses they can earn over $1/share in FCF next year. $5 stock.
@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.
@LocalHero55 @OtterMarket @gatorcapital Post on an even more obscure MHC bank. And yes, $TFSL is a great income instrument, with (eventually) a chunky cap gain exit when they finally convert.
@OtterMarket @gatorcapital $tfsl is just under a billion when you exclude the phantom shares. I've owned it a long time and very few people care about it either. That said, this NY one is even more obscure
@stoked_on_waves @CapitalShipyard $open's backers also claim it is profitable. Apparently you can just say stuff now
I just published the Earnings Update about the Shelly Group $SLYG H1 2026 results. You can find it in the Portfolio section of the blog :) https://t.co/8oHEkLEiea
ZETA 2026-08-19 Zeta Global’s Athena AI superusers grow four times faster, while comprehensive adopters generate 70% of revenue.
Alpha Line 1 click
DNOW’s MRC Global merger targets $75 million of synergies, with a 2029 bull case of $30 to $32 per share driven by cash flow and rerating.
Macy’s and Kohl’s face renewed short cases as their recent reratings ignore fading store-refresh gains, credit-card earnings exposure and…
UWMC booked a roughly $600 million Q2 hedging loss tied to TWO months after the deal collapsed, contributing to an expensive capital raise.
Hims & Hers investor Paul Cerro is long again on lab and patient data driving retention and LTV, despite management concerns, GLP-1…
Perimeter Solutions’ 2Q26 revenue rose 31%, while operating income fell 11% as USDA pricing and DLA delivery timing hurt Fire Safety; it…
Floor & Decor’s same-store sales improved to minus 2%, while $45 million of tariff refunds lifted second-quarter gross profit and operating…
Builders FirstSource reported Q2 2026 sales down 9% to $3.9 billion as weak housing demand and aggressive competitor pricing cut EBITDA…
Floor & Decor held 2026 guidance after a 2Q beat, with comps improving through June; tariff refunds lifted margins and may fund pricing…
CBIZ activist Ryan Bunn urges ending buybacks, issuing equity and resuming bolt-on acquisitions to delever after the $2.3 billion Marcum…
PTON · long Peloton trades near $5.50 with a $2.3 billion equity value and $2.7 billion enterprise value after weak December-quarter earnings and its…
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