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.
Wall Street is sleeping on $GME https://t.co/x35RBIivhJ
I'm not very interested in buying $MCD because I think they've lost their core competency, which is being efficient. Their product now costs a lot and isn't delivered nearly as quickly as Chick-fil-A.
Yes. Minority specs investors get in line. 7k patents. No puck. Who wants to do the sotp for $snap when they get the $5B (at least) mark on Specs? Is 2.5x ebitda cheap? https://t.co/Y3kEu8rObr
McDonald's CEO expects high inflation, flat traffic are not going away for restaurant industry $MCD https://t.co/ZIgM3fUPpK
"displaying advertising for other companies on its digital drive-thru order boards as part of a pilot" Why McDonald's is following Walmart and Amazon into the advertising business $MCD https://t.co/eW0y5UCUnw
General Mills Profit, Sales Slip as Turnaround Continues $GIS https://t.co/hCadtnVNZ8
McDonald’s Pledges $8.5 Billion in Investments to Help Franchisees $MCD https://t.co/PoTrgnrK0A
Cracker Barrel Targets Sales Growth as New CEO Keeps Strategy Intact $CBRL https://t.co/kyqbCDcQSK
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 4 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 4 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 2 clicks
LULU · long Lululemon Athletica, a high-end women’s sportswear retailer, is presented as a long investment.
A debt-free American manufacturer now trades at roughly 7x annualized Q2 EBITDA, with $7.35 per share in net cash and a tender floor 18.5%…
Flowers Foods cut its dividend to fund $300 million of debt reduction by 2027 after the $795 million Simple Mills acquisition lifted…
Old Dominion Freight Line grew Q2 revenue 10.4% and EPS 32.3% as pricing offset lower tonnage, while excess network capacity sets up…
Lam Research lifted its September revenue guide above consensus, while Microsoft’s capex cut reflects lease accounting and Meta’s AI…
Hermès faces leather-volume and margin risk, EXLService beats and raises despite AI concerns, and Sika gains share while trading at 22…
Apple is accelerating its Qualcomm modem design-out before the April 2027 licensing expiry, threatening Qualcomm's high-margin handset…
Danaher cut 2026 core revenue growth guidance to 3-4% as delayed chromatography resin shipments hit bioprocessing, while life sciences…
Entravision’s Q1 filings contain a new footnote disclosure pointing to a potential second large advertiser beyond its Hong Kong customer,…
Bloom Energy posted $1.065 billion in Q2 revenue, up 165.5%, as AI data-center demand lifted margins, operating income and full-year…
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