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 16 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
Sangamo Therapeutics’ Chapter 11 asset sales leave common equity tied to $100 million in PTC Fabry therapy approval milestones and a…
S Triple S Special Situations Investing Sep 2 6 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 Andrada Mining’s Uis ore sorter targets higher tin grades and lower unit costs after FY26 operating cash flow reached £4.7 million, but…
S The Oak Bloke Sep 2 7 clicks
CDNS · long Cadence Design Systems sells chip-design software as AI computing drives a structural increase in semiconductor design complexity.
BL Value Investors Club May 21 2 clicks
Mereo Biopharma has two late-stage assets, seeks non-dilutive financing for alvelestat Phase 3 trials, and reports cash runway through 2027.
S Raging Bull Investments Jul 23
JBG Smith trades at an estimated 40% discount to NAV, backed by National Landing multifamily assets, Amazon HQ demand and $1.3 billion of…
S Raging Bull Investments Jul 10
IBio’s $20 million, debt-free valuation is a high-risk bet that it can partner a myostatin inhibitor for GLP-1-related muscle loss before…
S Multibagger Monitor Jun 3 1 click
Monster Beverage’s modified Dutch auction lets odd-lot holders buy 99 MNST shares below $53 and tender them at $53 to $60.
S Rod’s Ruminations May 23
Roaring Kitty’s GameStop resurgence revisits GME shareholder activism and the meme-stock trading episode, with references to Bed Bath &…
S Rod’s Ruminations May 21
Sow Good trades below 6x NTM earnings after retiring debt and raising $12.8 million to expand freeze-dried candy capacity amid rapid…
S Multibagger Monitor May 14 2 clicks
International Money Express trades at roughly 5x forward EV/EBITDA despite growth, modest leverage and excess cash available for…
S Rod’s Ruminations May 11
Iofina’s IO10 iodine plant is due in Q3 2024, adding 100 to 150 metric tons of capacity while higher brine costs pressure earnings.
Total Site Solutions ($TSSI) depends on Dell for 96% of revenue; the 4x thesis rests on Dell expanding modular data centers amid AI-driven…
S Multibagger Monitor Apr 16 4 clicks