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 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
ESMR · long Smart Shooter develops electro-optical, image-based fire-control systems that improve weapon accuracy and lethality in harsh environments.
Priority Technology received an opportunistic buyout proposal, with its business better suited to remaining public absent a much higher…
Domino’s and Greggs carry 7% and 6.7% declared UK short interest as weak consumer spending pressures volumes, with Greggs’ valuation…
DInvests portfolio gained 6.8% in October, buying Roper Technologies and B&M while adding to Kraft Heinz and Greggs and exiting…
Data Modul AG's strategic review could lead Arrow Electronics to sell its 69% stake in the German industrial-display maker after a cyclical…
Community banks trading at 50-70% of book value can benefit from buybacks and consolidation, with recent targets MSVB and PMHG receiving…
Memory stocks are ripping while Intel lacks a near-term catalyst in an earnings-season idea roundup.
Argentine banks, tariff-exposed stocks and Customer’s Bancorp anchor an earnings-season watchlist after Milei’s election victory,…
New England Realty Associates, NYSE:NEN, emerged from Colonial Realty’s 1970s bankruptcy and retains roughly a third of the 1,529…
Cisco targets AI data-center networking with GPU interconnects, modular high-radix systems and its NVIDIA partnership after exceeding its…
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