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 11 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
QTWO · long Q2 Holdings sells banking software to more than 1,200 financial institutions and 27.8 million registered users, after selling off with…
BL Value Investors Club Jun 5
Planet Fitness runs 2,930 clubs and 21.5 million memberships through an asset-light franchise model funded by $15 monthly dues, royalties…
Airbnb Experiences faces a supply bottleneck from manual approvals, while a farm host raised her price from $15 to $25 after stronger…
S MBI Deep Dives Aug 23 9 clicks
Futu Holdings' Q2 funded accounts rose 33.6%, client assets 43.6% and net income 41.6% as it shifts from mainland China toward Singapore,…
SA Emanuel Nemec Aug 23 4 clicks CAAP reported decent second-quarter earnings and its first dividend, while Brazil rose on an election poll and USMCA trade developments…
S Ian’s Insider Corner Aug 22
Energy Fuels produces uranium and separated rare earth elements at its White Mesa Mill, with NdPr output since April 2024 and a domestic…
SA Joseph L. Shaefer Aug 22 1 click Instacart’s larger grocery baskets create disproportionately better delivery economics than DoorDash’s, making half the basket size worth…
S MBI Deep Dives Aug 22 8 clicks
Eton Pharmaceuticals licensed rare-disease medicines, raised revenue guidance twice and climbed more than fourfold from its February 2026…
TG Therapeutics' Briumvi growth and subcutaneous formulation progress have fueled takeover rumors, with Biogen, Incyte and Sanofi cited as…
SA ONeil Trader Aug 22 1 click Walmart says Medicare Maximum Fair Price rules will cut FY27 US comps by 125 basis points, while pharmacy margins and prescription volumes…
S MBI Deep Dives Aug 21 4 clicks