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.
@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
Has anyone done work on the prediction market ecosystem? Want to explore beyond the leaders to shit-tier plays like $GEMI and $ROLR.
EVC reported a solid second quarter and outlook.
Limbach's EBITDA fell 30% as organic revenue declined, but 1 Main Capital calls the weakness temporary and views CYMCOR as its first…
Lumen is shedding consumer lines for data-center services; $9.2 billion of deferred revenue, up 72%, supports its enterprise order book…
MDA Space is added to the Aurelion Index after hiring engineers, signing large contracts and expanding facilities; the thesis cites…
Cleveland-Cliffs' 2027 upside depends on contract resets and Stelco earnings, while management directs free cash flow to deleveraging…
The Bullionaire 1 click
Waystar sells revenue-cycle software for a US claims process where roughly 18% of submitted claims are initially denied and healthcare…
Genius Sports guided for $1.005–$1.025 billion of revenue and $285–$295 million of adjusted EBITDA despite higher leverage from the Legend…
Mayank Marwah 5 clicks
Ultragenyx targets $730-760 million of 2026 revenue after GENGLYCOS approval, with UX111’s FDA decision and GTX-102 Phase 3 data due in…
FTRE 2026-08-30 Fortrea’s adjusted EBITDA rose 24% in H1 as cost cuts outpaced a 3.4% revenue decline, while new business awards increased 19%.
Manimala Misra 2 clicks
Higher rates could compress equity multiples and raise AI data center lease costs, while UWMC and Cogent raise questions about CEO-driven…
NEXPF · long Nexi, continental Europe’s largest merchant acquirer, is presented as a long investment using normalized EPS and EBIT that exclude…
Docebo and Yext odd-lot tenders prioritize holders under 100 shares; DCBO offers $20.40 per share, though Canadian deemed-dividend…
Domino’s Q4 2025 Kalshi contract prices “craveable” at 37%, while First Strike’s transcript model assigns 68.4% before social-sentiment…
Ategrity Specialty’s 30% premium growth, stable reserves and $50 million buyback target an undervalued, thinly traded specialty insurer.
Shift4 built its payments business by acquiring gateway nodes and migrating merchants to its processing platform; revenue has compounded…
GCI Liberty, Alaska’s dominant telecom operator, trades at 10x free cash flow after its Liberty Broadband spinout and has roughly $2…
Duolingo is presented as an AI-resilient opportunity after SaaS stocks sold off on fears that coding tools will compress software moats,…
Vaca Muerta’s $36–45-per-barrel breakevens, Milei reforms and $17 billion infrastructure buildout underpin the bullish case for Vista…
SNAP Family Center was omitted from Snap’s earnings call, validating a 50-cent Kalshi NO contract and informing a machine-learning model…
XPEL plans to spend $75 million to $150 million on manufacturing, targeting 52-54% gross margins and high-20s EBIT margins by 2028.
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