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
Disney Boosts Prices on Several Streaming Subscriptions $DIS https://t.co/X7Mv5pl7kh
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
NXPI · long NXP Semiconductors, the global automotive-chip leader, has delivered 12.5% compounded EPS growth and is presented as a long investment.
Yesway, Dollar General and Expedia feature in a research roundup spanning convenience retail, discount stores and AI-driven travel search.
Element Solutions sells consumable chipmaking chemistry, with a $75 target from $44 based on an AI-driven semiconductor-materials rerating.
A U.S. last-mile telecom network trades at 3.9x trailing earnings and 5.7x TEV/EBITDA, with AI traffic growth, capex normalization, merger…
Sureste Airports’ 20-airport Motiva acquisition and U.S. concessions are set to lift EBITDA, while shares trade at 7x forward EBITDA.
James B. Duke built American Tobacco into a monopoly, then extended his legacy through Duke Power and the Duke Endowment.
Rollins ($ROL) pairs automatically renewing pest-control contracts with route density and family-business acquisitions, producing 24…
Coherent lite transceivers could intensify InP demand, favor Marvell, and require nonmonolithic transmitter designs; the note also flags an…
A software powerhouse posts a record quarter while trading at a 52-week low, raising a valuation disconnect between its business model and…
Adobe’s bear case is that generative AI breaks new-user habit formation, leaving its professional base sticky but aging as growth slows and…
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