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.
$GS should have ponied up the money. https://t.co/isJsSGuEzB
Great companies are built by doing things differently, taking risks. $IBKR https://t.co/3sLFcI0ImD
@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
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…
Chevron committed $7 billion to expand Venezuelan output as record U.S. production and elevated oil prices lifted Q2 earnings.
Bay Area Ideas 3 clicks
DoorDash’s delivery economics rely on customer tips and flexible labor, while rising courier costs make autonomous delivery central to…
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.
Limbach's EBITDA fell 30% as organic revenue declined, but 1 Main Capital calls the weakness temporary and views CYMCOR as its first…
AEM · long 
DoorDash positions itself as infrastructure for local commerce.
CME Group trades at 21.7 times trailing earnings versus a 25.1 times 12-month average, despite near-record futures volume and 94%…
Resideo will spin off lower-margin ADI Global distribution after ending its $1.59 billion Honeywell indemnity, separating manufacturing and…
Adobe generates 96% of revenue from subscriptions and converts over 40% into free cash flow, but generative AI tests whether Creative…
Uber’s hybrid-network proposal would keep AVs and human drivers on its dispatch platform, while Waymo and Tesla pursue vertically…
Caris Life Sciences, CAI, uses AI-trained molecular oncology data for therapy selection and multi-cancer early detection, with 97% of…
Ally Financial's Q2 FY26 consumer auto originations rose 21% to $13.3 billion as newer, 9%+ yield vintages replace troubled 2022 loans;…
AI momentum trades are unwinding as leveraged products amplify volatility; TFS Financial offers a 7.5% yield on cost and potential upside…
Texas Instruments’ 2Q’26 revenue grew 23% year over year and 13% sequentially, supporting management’s view that pricing and demand have…
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