Rayonier’s 4.0 million acres are valued at $393 an acre after other assets, versus $1,200 to $1,800 cutover-land sales, framing the timber REIT as an inflation hedge.
@UncleAlpha007 FCL is a pretty useless valuation metric for a company deliberately reinvesting to fund explosive growth. And there’s a massive spread of outcomes on what $BE revenue even looks like in 2030.
@kashyap286 $GOOS?
The egg market is getting killed and I am tempted to play this cycle bottom. Anyone up to speed on $VITL? This thing is looking so beaten down. https://t.co/wUgfMUorWW
$TAP A quarter century and zero capital gain. Now being kicked out of the S&P https://t.co/RM49KQJm36
The bottleneck play on this is $COMP? 🧭 https://t.co/1ClFMI3z4d
Anyone get the dividend from Gravity $GRVY yet? I expected a bit of a delay.
It's Tecnoglass time $tgls. https://t.co/5gjN6emyo1
Intuit targets 9.1% FY2027 revenue growth and 23% EPS growth after Q4 revenue rose 13.7%, supported by Global Business Solutions, Credit…
Treading Softly 5 clicks
CME perpetual-futures activity is tested against more than 240,000 CFTC data points on open interest and dealer positioning.
Dollar General’s Q2 FY26 comparable sales rose 3.5%, beating Walmart U.S.
Two U.S. protein-snacking companies lost $6 billion in market value as impairments, inventory growth and margin pressure test whether the…
DoorDash’s delivery economics rely on customer tips and flexible labor, while rising courier costs make autonomous delivery central to…
IREN’s AI contracts now include customer prepayments covering 45% to 55% of GPU CapEx, while three-year pricing has risen 125% since…
Quantryon Capital 5 clicks
Genuine Parts Company is one of eight potential rebound stocks on RC’s September 2026 watchlist.
Reddit's advertising automation, proprietary data and Reddit Max are driving rapid revenue growth and margin expansion, while AI licensing…
Krzysztof Bogdanski 4 clicks
EVC reported a solid second quarter and outlook.
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STRL · short Sterling Infrastructure short pairs STRL against EME and FIX, arguing data-center sitework contractors lack the margin upside available to…
Red Violet CEO Derek Dubner and CSO Ole Poulsen came from Hank Asher’s Seisint, a Florida identity-resolution data-mining firm.
Enviri plans to sell Clean Earth for $3.04 billion, distribute $14.50-16.50 a share, and spin New Enviri at an implied 4-5.5x EBITDA ahead…
Occidental Petroleum’s Q1 2026 execution and operating outperformance were offset by a costly management derivative misstep.
Nasdaq’s QQQ amassed $456 billion through aggressive marketing, turning index licensing into a larger earnings source than trading, data…
Domino’s 99%-franchised model converts global retail sales into royalties and supply-chain revenue, but $4.8 billion of debt and mature…
Entravision’s Smadex and Adwake mobile ad platform generated $154 million in Q1 2026 revenue, up 204% year over year, using proprietary…
Bumble’s Q1 revenue fell 14% to $212.4 million as paying users dropped 21%, while marketing cuts lifted EBITDA margin to 39% ahead of a Q4…
Coupang’s data scandal cut active customers to 23.9 million, but 80% of departed WOW members had returned by April as vouchers and…
Crocs raised 2026 EPS guidance to $13.20-$13.75 and bought back $73.6 million of stock, while Huntsman, Pitney Bowes and Alpha…
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