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…
OFRM · long Once Upon a Farm (OFRM) makes organic baby food, smoothies and kid snacks using high-pressure processing instead of heat pasteurization.
Compass Pathways plans a Q4 2026 NDA submission for COMP360, a synthetic psilocybin treatment for resistant depression, backed by $466…
GCI Liberty reversed its planned Liberty Latin America share swap with John Malone, who will buy GCI’s $107 million LLA stake at cost after…
Hallador Energy’s 1 GW Merom coal plant recasts HNRG from a thermal coal miner into an Indiana independent power producer positioned for…
Angel Studios, $ANGX, has 2.22 million paying members and $365 million in ARR after turning adjusted EBITDA and operating cash flow…
Douglas Dynamics’ Attachments revenue rose 67% in Q1 as heavy snowfall drove parts sales and dealer restocking.
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…
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