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
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
ENS · short EnerSys faces a short thesis as data-center and warehouse vehicle customers shift from lead-acid batteries to lithium-ion.
BL Value Investors Club Jun 5
NTG Clarity’s $18.6M of Q2 service revenue sat in contract assets, while $4.6M cash burn cut cash to $2.85M and raises liquidity concerns.
S Wolf's Substack Aug 28 8 clicks
Meta’s $18 billion teen-addiction settlement makes $5.3 billion contingent on YouTube and TikTok adopting matching restrictions, while…
S MBI Deep Dives Aug 28 7 clicks
TSOH Weekly Roundup tracks Dick’s Sporting Goods’ Foot Locker setback and Brown-Forman’s internal debate over a potential Pernod Ricard…
S TSOH Investment Research Aug 28
Comcast's mobile growth, Verizon roaming agreement, NBCUniversal content and theme parks are positioned to offset broadband competition…
SA Max Greve Aug 28 1 click QXO is building a North American construction-products distributor through Beacon, Kodiak and TopBuild, targeting $18.1 billion of combined…
S SixSigmaCapital: Navigating the Financial Markets Aug 28
Amprius Technologies, after a 50% decline, reported 125.7% revenue growth and raised 2026 guidance to at least $140 million as…
SA Kurt Christensen Aug 28 1 click Higher rates could compress equity multiples and raise AI data center lease costs, while UWMC and Cogent raise questions about CEO-driven…
YT Yet Another Value Podcast Aug 27 13 clicks
Verra Mobility renewed Hertz tolling management for five years. AutoKinex lets rental customers buy tolling, fuel and protection products…
S The Oak Bloke Aug 27 6 clicks
Biohaven’s $795 million global opakalim licensing deal with SK Biopharmaceuticals boosts cash, lowers R&D spending and extends its funding…
SA Edmund Ingham Aug 27 1 click