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
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Treading Softly 5 clicks
CME perpetual-futures activity is tested against more than 240,000 CFTC data points on open interest and dealer positioning.
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Quantryon Capital 5 clicks
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Krzysztof Bogdanski 4 clicks
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OKLO · short Oklo is framed as a portfolio basket short and a concept company that could become a compounding short.
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Intercontinental Exchange combines high-margin exchanges, recurring data services and mortgage technology, trading at about 18 times 2027…
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Instacart’s per-order unit economics provide a benchmark for assessing DoorDash’s LTM profitability and operating model.
June 2026 13F filings show Baupost doubling Genuine Parts ahead of its 2027 split and Ratan Capital making Silicon Motion its largest…
NBIS 2026-08-20 Nebius posted 454% revenue growth and a 41% EBITDA margin, while Meta’s $27 billion agreement supports its AI infrastructure backlog.
The Quality Growth Investor 1 click
CCC, the dominant auto physical-damage claims estimator, connects 27 of the top 30 insurers with 31,000 repair shops as takeout rumors…
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