ZIM’s proposed deal carries a claimed 23% spread and 110% IRR by Q4 2026, with Q3 and Q4 dividends potentially raising returns if closing is delayed or rejected.
Great qtr from $AS . Np yet but definitely considering now. https://t.co/o4I4E81r5S
The analogy gets better... it took medallion 3 years to successfully expand from FICC markets to equities. Required a completely different data set and tick-by-tick data. They lost money the first couple of years, but eventually became their largest market. Feels similar. $APP
Overview of new Permian gas takeaway options $ET https://t.co/d6v7olZYwB
$ACMR evolving its institutional shareholder base as its earnings power & liquidity increase: US-listed bet on China Semicap. Capital Group now top 4. Ward Ferry, 12 West, Citadel… https://t.co/7mMHvefEYe https://t.co/cY0fynu04r
Anyone follow $LFTO closely? What price does this get interesting? https://t.co/wBRnTTafXG
$OUST $LUNR - depending on pace of lunar expansion $CLPT $NURS.v
WHEN $FIS $GPN $FISV NO LONGER LEGACY, OVERLEVERED SHITCOS BUT 'POTENTIAL AI BENEFICIARIES' - TODAY! https://t.co/S5ilTTuxXS https://t.co/4DA9DwRteE
CoreWeave funds GPU data-center expansion with debt backed by $104 billion in contracted revenue, while GPU cloud rentals generate roughly…
Texas Instruments, ON Semiconductor and Vishay are rated Accumulate on rising robotics demand for analog, power and discrete chips after a…
Firefly Aerospace grew backlog to $1.5 billion, won two 2028 lunar missions and acquired Space-ng for autonomous navigation across its Blue…
Cellebrite converts more than 110% of EBITDA into free cash flow and trades at 12.5 times free cash flow, with management targeting 15% or…
Innodata's new Meta contract for long-horizon agent personalization ties the data company to Meta's Muse AI assistant, despite Meta's Scale…
Reddit’s subreddit-driven communities support targeted advertising, and its 0.3 PEG ratio makes RDDT undervalued, according to the upgrade…
Fountainhead 5 clicks
Shift4 trades at 6.5 times EBITDA despite 11% organic growth, with Shift4 Dine equipment leases reaching a $400 million run rate as…
McDonald’s trades at $248 versus a $309.29 intrinsic-value estimate as its U.S.
Future Stack Investment 5 clicks
Credo Technology was added at $170.54 after a 40% selloff, backed by its high-speed AECs and optical connectivity for AI data centers.
Copart’s $1.9 billion ACV Auctions acquisition targets renewed growth, with EPS accretion expected by fiscal 2028 as insurance…
Robert J. Lake 3 clicks
MBGL · long Mobility Global Inc. will become a standalone public company through S&P Global’s spin-off of its Mobility division.
Abbott’s Exact Sciences acquisition raises leverage, leaving Medical Devices’ 8% growth and 33.9% margin to carry cash flow until…
PV Research 2 clicks
GameStop's collectibles mix rose to 45% of sales as gross margin reached 44%, supporting a deep-value case built on cash and store…
Tempus AI’s Q2 oncology testing volumes rose 31%, while data and applications revenue grew 28% as its clinical data flywheel expands.
Bay Area Ideas 2 clicks
A2Gold’s first Taylor drill holes returned 20.96 g/t AuEq over 1.5m and 209.4 g/t silver over 10.7m, alongside 141.10 g/t gold at…
Coherent’s CPO/NPO laser misses 1 MHz effective-linewidth requirements, Irrational Analysis argues.
Corteva will spin off its Pioneer seed business, Vylor, on October 1, leaving crop protection RemainCo that could trade at 6.5-8.5x 2026…
CoStar spent more than $1 billion building Homes.com to challenge Zillow, betting seller-agent leads, proprietary listing content and…
Dick’s Sporting Goods’ $2.4 billion Foot Locker acquisition nearly quadruples its store count and adds international exposure, risking a…
Goldman Sachs posted $20.98 in Q2 EPS on $20.3 billion of revenue and raised its dividend to $5 per share, with M&A and issuance activity…
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