The Trade Desk’s CEO received a new 10-year option package targeting $105 per share as the company seeks shareholder approval to reprice underwater options, including for executives.
CarMax Posts Higher Profit as Turnaround Takes Shape $KMX https://t.co/A0uMCCqHJN
Piper Sandler Holds Talks to Buy Perella Weinberg $PIPR $PWP https://t.co/L1WIMzMpIO
This game was INSANE!!! Even got to meet some $PBI bros 😉 https://t.co/Gnr0Qvmu3q https://t.co/Y2OnKxgqU0
Perella Weinberg combining with Piper Sandler is one of those headlines that would have sounded impossible to a banking analyst in 2010. $PWP $PIPR https://t.co/bpmLDTuepn
Good news, however if you are following this please keep cash around as when it is ‘officially’ announced arbs exiting will likely sell it down a good chunk. $ZIM https://t.co/CeQ6985wr9
$ZIM https://t.co/CrOJ7BsCfY
Gentherm’s Oct. 1 Reverse Morris Trust with Modine adds commercial and off-highway operations, leaving THRM at 7.4x pro forma EBITDA with…
On Holdings targets premium growth through 2029, using LightSpray soccer cleats and higher pricing, with ASPs rising from $145 to $170…
Shake Shack combines 23% restaurant-level margins, 703 locations and positive free cash flow; the bullish thesis targets $4 billion…
Security Analysis 1 click
NAIC oversight missed Delaware Life’s $13.34 billion affiliated-bond exposure and permits capital treatment that props up Brighthouse’s…
TSOH Weekly Roundup covers Ralph Lauren’s $1 billion distribution pullback, Peloton’s $2,195 foldable treadmill and $800 million…
Ouster began coverage at Accumulate as lidar revenue rose 56% in Q2, while annual cash burn near $80 million has driven an 86% share-count…
AAON's BASX data-center cooling business targets $1 million to $1.5 million per megawatt, with new capacity and backlog conversion expected…
Vista Energy's Q2 2026 production rose 32% and revenue 89% as Vaca Muerta acquisitions expand its Argentine export platform and cash…
Alan Galecki 5 clicks
Firefly Aerospace ended Q2 2026 with $1.5 billion backlog and a 2.49x book-to-bill ratio, adding lunar, defense and launch contracts for…
Birkenstock targets 13–15% annual revenue growth through FY2028, driven by APAC expansion and closed-toe footwear, while trading at 13.44…
Roman Vitasek 4 clicks
SPSC · long SPS Commerce, SPSC, runs a network software platform that lets retailers, suppliers and 3PLs exchange supply-chain and trading information.
WillScot Mobile Mini returned to revenue growth in Q2 2026, raised full-year targets and invested $114 million in fleet capacity for data…
Globus Medical combines a discounted 11x earnings valuation, expanding margins and spinal-implant leadership with upside from its…
Molina Healthcare was increased at $198 to a full position, with political-season benefits supporting the long-term thesis.
Shift4 Payments trades at 6.9x EBITDA after a 50% five-year share decline, while leverage from acquisitions and slowing EPS growth weigh on…
Groupon reported accelerating organic revenue and record July traffic, while Fermi signed a $6.5 billion, 222 MW TensorWave data-center…
Peloton’s improved balance sheet has not stopped weak subscription trends or sharp volatility, prompting purchases near $3.70, a later…
Colombia’s Abelardo de la Espriella signals tax cuts and an Ecopetrol revival, while Inter & Co.
Cerebras’s upcoming WSE 3.5 targets power delivery and clock speeds; the analysis argues parametric yield, not defect routing, is key to…
Aquarian won Brighthouse Financial despite a lower bid after higher offers failed to secure reinsurance for its legacy liabilities and thin…
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