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
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
Lumen is shedding consumer lines for data-center services; $9.2 billion of deferred revenue, up 72%, supports its enterprise order book…
BL Cestrian Capital Research. Sep 1
CrowdStrike posted 25.8% Q2 revenue growth and $333 million of net new ARR, while FY27 ARR guidance rose to 34% despite a 150% stock rally…
BL Cestrian Capital Research. Sep 1
MDA Space is added to the Aurelion Index after hiring engineers, signing large contracts and expanding facilities; the thesis cites…
S Aurelion Research Sep 1 5 clicks
Cleveland-Cliffs' 2027 upside depends on contract resets and Stelco earnings, while management directs free cash flow to deleveraging…
SA The Bullionaire Sep 1 1 click SLS · short SELLAS Life Sciences Group faces a short case arguing that even a strong clinical outcome does not support its current valuation.
BL Value Investors Club May 25
Airbnb’s fourth-quarter revenue rose 12% to $2.8 billion and GBV 16%, while product improvements and AI spending target booking conversion…
S Speedwell Memos Feb 14 2 clicks
Adobe trades at 14x free cash flow after a 60% decline despite growth, with AI, its business-model transition and creative-software…
SNAP Family Center was omitted from Snap’s earnings call, validating a 50-cent Kalshi NO contract and informing a machine-learning model…
S First Strike Research Feb 10
Ferrari sells about 13,000 vehicles annually, generating €7 billion of revenue and 28% operating margins; its shares trade at 32 times…
S Speedwell Memos Feb 10 1 click
Adobe’s sub-20x forward GAAP P/E reflects AI disruption fears, with the investment case hinging on whether Digital Media’s creative…
S Bristlemoon Capital Feb 6
A former value-investor darling, down 50%, pairs a monopoly with a recurring-revenue razor-and-blade business; debt paydown, margin…
S Treasure Hunting Feb 5 3 clicks
Kalshi’s 87% odds of “Family Center” on Snap’s earnings call far exceed its 2.9% historical mention rate and a 15–20% street-adjusted…
S First Strike Research Feb 2
CrowdStrike faces a renewal cliff after its July 2024 outage, with Microsoft Defender bundling, litigation, SEC and DOJ scrutiny, and a…
S First Strike Research Feb 1
Ryanair’s €256 million Italian antitrust fine targets its OTA-blocking system, while internal documents raise questions about Michael…
S 310 Value’s Newsletter Jan 28 4 clicks