CME perpetual-futures activity is tested against more than 240,000 CFTC data points on open interest and dealer positioning.
S First Strike Research Sep 3 16 clicks
Dollar General’s Q2 FY26 comparable sales rose 3.5%, beating Walmart U.S.
S TSOH Investment Research Sep 3 1 click
Two U.S. protein-snacking companies lost $6 billion in market value as impairments, inventory growth and margin pressure test whether the…
S The Value Road Sep 2 12 clicks
Chevron committed $7 billion to expand Venezuelan output as record U.S. production and elevated oil prices lifted Q2 earnings.
SA Bay Area Ideas Sep 2 3 clicks DoorDash’s delivery economics rely on customer tips and flexible labor, while rising courier costs make autonomous delivery central to…
S MBI Deep Dives Sep 2 5 clicks
IREN’s AI contracts now include customer prepayments covering 45% to 55% of GPU CapEx, while three-year pricing has risen 125% since…
SA Quantryon Capital Sep 2 5 clicks Genuine Parts Company is one of eight potential rebound stocks on RC’s September 2026 watchlist.
S Rebound Capital Sep 2 2 clicks
Sangamo Therapeutics’ Chapter 11 asset sales leave common equity tied to $100 million in PTC Fabry therapy approval milestones and a…
S Triple S Special Situations Investing Sep 2 6 clicks
Andrada Mining’s Uis ore sorter targets higher tin grades and lower unit costs after FY26 operating cash flow reached £4.7 million, but…
S The Oak Bloke Sep 2 7 clicks
Tectonic Therapeutic's TX45 CpcPH-HFpEF program gains support from Merck's CADENCE data; Phase 1b hemodynamics and cash through Q1 2029 set…
SA Equity Eagle Sep 2 2 clicks DASH · long DoorDash holds roughly 60% U.S. market share in on-demand restaurant logistics, underpinning a long thesis on its defensible delivery…
BL Value Investors Club May 22 1 click
Veeva’s AI tools for pharmacovigilance case processing and trial-document management target more than $1 billion of potential revenue,…
S Lewistown Capital Dec 11
Hemnet’s Swedish listings monopoly has fallen from SEK420 to about SEK160 as growth slows, leaving investors to judge whether its 90% share…
S Bristlemoon Capital Dec 8
Netflix’s Warner Bros. Discovery bid pushed Cinemark down 25% in two weeks, raising concerns that Warner Bros.
S Base Hit Investing Dec 8
National Beverage’s rare share repurchase is framed as a buy signal, with 50% upside projected.
S Nat Stewart - Stock Picking Newsletter Nov 25 3 clicks
Monday.com combines work management, CRM, Dev and Service on a flexible core platform, with 90% gross margins and AI disruption risk…
S Lewistown Capital Nov 19
Priority Technology received an opportunistic buyout proposal, with its business better suited to remaining public absent a much higher…
S Nat Stewart - Stock Picking Newsletter Nov 11 5 clicks
Community banks trading at 50-70% of book value can benefit from buybacks and consolidation, with recent targets MSVB and PMHG receiving…
S Base Hit Investing Oct 28
Argentine banks, tariff-exposed stocks and Customer’s Bancorp anchor an earnings-season watchlist after Milei’s election victory,…
S Cluseau Research Oct 27 3 clicks
Phil Knight, John D. Rockefeller and North Korean defectors anchor three recommended biographies of ambition, capitalism and survival.
S The Curious Compounder Oct 22