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 COCO · short Vita Coco, COCO, is pitched short after a 45% monthly rally, arguing investors are overextrapolating coconut water category growth.
BL Value Investors Club Jun 2 1 click
HubSpot trades near its 2020 share price despite quadrupled revenue and $750 million in free cash flow, with Breeze AI upside weighed…
S The Oak Bloke Aug 16 9 clicks
ZhongAn Online trades at 0.57 times book after five profitable underwriting years, with a 95.8% combined ratio and ZA Bank’s first…
S Substack von Philipp Aug 15
DNOW’s MRC Global merger targets $75 million of synergies, with a 2029 bull case of $30 to $32 per share driven by cash flow and rerating.
YT Yet Another Value Podcast Aug 14 9 clicks
CoreWeave and Nebius cite AI compute shortages and higher-priced GPU renewals, but older-chip utilization and depreciation vary across…
S MBI Deep Dives Aug 14 8 clicks
Macy’s and Kohl’s face renewed short cases as their recent reratings ignore fading store-refresh gains, credit-card earnings exposure and…
S Bristlemoon Capital Aug 13 9 clicks
Nebius told investors its Vineland data center was on track days after officials halted unpermitted Bloom Energy fuel-cell and LNG-tank…
Zoetis’s U.S. companion-animal revenue fell 6% as dermatology competition drove rebates and discounts, pushing full-year net pricing to…
S scuttleblurb Aug 13 9 clicks
Copart faces a near-term lift from pricier AV repairs and total losses, but shrinking accident volumes could eventually force its…
S Bearhold Research Aug 13 9 clicks
Globus Medical combines a discounted 11x earnings valuation, expanding margins and spinal-implant leadership with upside from its…
S Aurelion Research Aug 12