Intuit targets 9.1% FY2027 revenue growth and 23% EPS growth after Q4 revenue rose 13.7%, supported by Global Business Solutions, Credit…
SA Treading Softly Sep 3 5 clicks CME perpetual-futures activity is tested against more than 240,000 CFTC data points on open interest and dealer positioning.
S First Strike Research Sep 3 14 clicks
Dollar General’s Q2 FY26 comparable sales rose 3.5%, beating Walmart U.S.
S TSOH Investment Research Sep 3 1 click
Two U.S. protein-snacking companies lost $6 billion in market value as impairments, inventory growth and margin pressure test whether the…
S The Value Road Sep 2 12 clicks
DoorDash’s delivery economics rely on customer tips and flexible labor, while rising courier costs make autonomous delivery central to…
S MBI Deep Dives Sep 2 5 clicks
IREN’s AI contracts now include customer prepayments covering 45% to 55% of GPU CapEx, while three-year pricing has risen 125% since…
SA Quantryon Capital Sep 2 5 clicks Genuine Parts Company is one of eight potential rebound stocks on RC’s September 2026 watchlist.
S Rebound Capital Sep 2 2 clicks
Reddit's advertising automation, proprietary data and Reddit Max are driving rapid revenue growth and margin expansion, while AI licensing…
SA Krzysztof Bogdanski Sep 2 4 clicks EVC reported a solid second quarter and outlook.
S Nat Stewart - Stock Picking Newsletter Sep 1 15 clicks
Limbach's EBITDA fell 30% as organic revenue declined, but 1 Main Capital calls the weakness temporary and views CYMCOR as its first…
YT Yet Another Value Podcast Sep 1 9 clicks
RBLX · long Roblox's valuation has fallen from 30x to 50x forward EBITDA, framing the selloff as a long opportunity despite near-term headwinds.
BL Value Investors Club May 25
Theravance Biopharma began a strategic review after a failed Phase 3 trial.
BL Clark Street Value Mar 5 2 clicks
Green Dot’s breakup offers $8.11 cash plus 0.2215 BankCo shares, while GDOT’s $11.50 price implies a 0.55x tangible-book valuation for the…
S Rod’s Ruminations Mar 5
Seaport Entertainment sold 250 Water St for $142 million and leased the loss-making Tin Building, while TerraVest’s Q1 cash EBIT margin…
S Hidden Gems Investing Mar 3
Alpha Metallurgical Resources has retired more than 30% of its shares since 2022; higher structural metallurgical-coal costs could support…
S Hidden Rock Capital's Newsletter Mar 3
Kaspi.kz’s 850 KZT ADS dividend establishes a roughly 9% yield after Hepsiburada spending; Japanese buyback disclosures test whether 0.61x…
S Cluseau Research Mar 2 2 clicks
AerCap sells aircraft at 2x book value and repurchases stock near 1x book, cutting shares outstanding 31% in three years.
S Bristlemoon Capital Mar 2 1 click
APi Group hit its 13/60/80 targets in 2025, reporting $7.9 billion revenue, 13.2% EBITDA margin and 80% free-cash-flow conversion, then set…
Docebo and Yext odd-lot tenders prioritize holders under 100 shares; DCBO offers $20.40 per share, though Canadian deemed-dividend…
S Rod’s Ruminations Feb 26
Domino’s Q4 2025 Kalshi contract prices “craveable” at 37%, while First Strike’s transcript model assigns 68.4% before social-sentiment…
S First Strike Research Feb 22