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
ZG · long Zillow is pitched as a long with a $72 target, implying 58% upside from trough earnings and a trough valuation multiple.
Buzzi SpA, an €8.9 billion Italian cement producer, is presented as the world’s best-managed cement company.
Elastic’s vesting goals reveal what management is incentivizing.
Phil Knight, John D. Rockefeller and North Korean defectors anchor three recommended biographies of ambition, capitalism and survival.
Dollar Tree targets 12%-15% annual EPS growth through 2028 as it shifts to multi-price merchandise, refreshes stores and uses data-driven…
Flavour and fragrance suppliers control 67% of a $40 billion market, earning recurring, protected margins through deep FMCG R&D ties.
FTAI Aviation’s engine exchange model, owned fleet and Chromalloy PMA partnership target lower-cost CFM56 and V2500 maintenance while…
Biographies offer investors pattern recognition, resilience and lessons in decision-making under pressure, with Sam Walton’s customer focus…
BitMine Immersion, an $18 billion Ethereum digital-asset treasury, faces a short thesis that its DAT model is becoming obsolete.
Next PLC’s 9% IRR buyback hurdle helped cut its share count 53% over 20 years, lifting EPS 418% despite profit growth of just 2% annually.
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