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…
OFRM · long Once Upon a Farm (OFRM) makes organic baby food, smoothies and kid snacks using high-pressure processing instead of heat pasteurization.
FDA’s crackdown on HIMS’s $49 compounded oral Wegovy copy reshapes GLP-1 competition after Novo Nordisk forecast 2026 sales and profit…
A former value-investor darling, down 50%, pairs a monopoly with a recurring-revenue razor-and-blade business; debt paydown, margin…
InMode faces $1 billion to $1.1 billion take-private bids, including Centroid and a management-led group, while Steel Partners offers $18…
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…
GO Residential, a TSX-listed Manhattan luxury-apartment REIT, raised about $400 million in Canada’s largest REIT IPO and trades at a wide…
Mitani Corporation trades at 2.6× EV/EBIT and 8.9× earnings, backed by net cash, a 24% lower share count since 2014, and dividends up more…
Netflix’s proposed Warner Bros. acquisition could preserve or expand theatrical releases, supporting cinema chains such as Cinemark and…
Entravision’s Smadex AdTech unit generated 104% revenue growth and 378% EBIT growth, becoming the main upside driver after Meta ended its…
Portfolio update exits The Trade Desk, QXO and Park Hotels, then adds Tencent at a 35% discount, SoftBank for AI exposure and HelloFresh at…
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