Brookfield is recasting itself from an industrial owner into a $1.3 trillion asset manager and insurer, betting AI infrastructure can…
Karman Holdings (KRMN) is upgraded after a 68% drop, with 24% organic growth, a $1.3 billion backlog and higher 2026 guidance offset by…
SA Dhierin Bechai Sep 19 1 click Steve Eisman argues AI extinction warnings from Dario Amodei and Sam Altman seek regulation that creates pricing moats.
YT Steve Eisman Sep 18 2 clicks
Nintendo's Switch 2 attach rate, flat Switch Online accounts and rising memory costs fuel a bear case, while Spotify and Netflix margins…
YT Yet Another Value Podcast Sep 18 1 click
DoorDash's grocery push targets a shift from weekly stock-up trips to frequent online fill-in orders, though smaller baskets complicate…
S MBI Deep Dives Sep 18 1 click
Planet Labs’ $116.1 million second-quarter revenue, 70% defense mix and planned Owl constellation position satellite imagery and AI data as…
SA Petri Dish Reports Sep 18 2 clicks TSOH Weekly Roundup covers organized retail crime, Home Depot’s centralized operating missteps under Bob Nardelli, and research updates on…
S TSOH Investment Research Sep 18 1 click
Quantinuum's improving logical-qubit error correction, 1,504 successful-circuit benchmark score and paid deployments at RIKEN, BMW and…
S Mispriced Assets Sep 18 3 clicks
Generac’s $2.4 billion Amazon generator agreement for 2027-28 anchors its data-center growth thesis, with 30% projected revenue growth in…
SA Fernanda Galvez Jalil Sep 18 Grab generates 53% of revenue from delivery, 36% from mobility and 10% from financial services, using its Southeast Asian marketplace to…
S Rebound Capital Sep 18 1 click
SYK · long Stryker (SYK) trades near a 52-week low after a late-Q1 cyberattack disrupted revenue and earnings, framing a long-term compounder…
BL Value Investors Club May 4 4 clicks
Deswell Industries trades at a negative $28 million enterprise value, 0.38 times book value and a roughly 9% dividend yield despite…
Adaptive Ad Systems trades at a $9 million market cap against $12.7 million in net cash, with profitable cable ad insertion operations and…
Upstart says longer repayment terms lifted Q1 debt-settlement acceptances 50%, but does not disclose delinquency changes or the number of…
S John Hempton's Newsletter May 6 2 clicks
HubSpot’s executive severance plan governs payouts following a change in control.
S Nongaap Investing May 6
Hallador Energy's Merom plant cleared a MISO review, setting up a potential data-center PPA that could transform the coal miner into a…
S Multibagger Monitor Apr 22 8 clicks
Otto Energy trades below cash while winding down Gulf of Mexico oil interests, with a proposed AUD 40M tax-free capital return delayed…
S Iggy on Investing Newsletter Apr 10
Brookfield Corp. trades at 13.2x 2025 distributable earnings and $45.97 against management’s $91.76 sum-of-the-parts Plan Value, discounted…
S 310 Value’s Newsletter Apr 10 3 clicks
Evolv ($EVLV) targets positive free cash flow and 40% ARR growth in 2025 as delayed filings, an FTC resolution, and leadership changes seek…
S Multibagger Monitor Apr 7 8 clicks
Illumina appointed activist Keith Meister to its board as an SEC investigation into the Grail acquisition raises questions over 122.5…
S Nongaap Investing Apr 2