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
KRYS · short Krystal Biotech is a profitable commercial-stage biotech with an $8.7 billion enterprise value and one FDA-approved topical gene therapy,…
Portfolio update: sold Nomad Foods, trimmed Copart, added Pool Corp and Floor & Decor, and bought Tractor Supply as the portfolio trails…
Weekend Digest #345 previews Colombia’s presidential vote, tracks AUNA’s earnings momentum and Bruker’s recovery, and weighs China risk…
Vidrala has grown from a Spanish glass-container maker into a multi-country packaging platform with expanding Latin American exposure.
Colombian election risks for Grupo Aval, CAAP's near-doubled Q1 EPS and new dividend, and May buy-and-hold purchases.
Inter, Nu and MercadoLibre reported 38%, 53% and 51% revenue growth, respectively, as Latin American political and macro risks drove a…
Installed Building Products and Mettler-Toledo, down 38% and 32%, test whether lower valuations reflect deteriorating moats or cyclical…
Transocean's acquisition of Valaris faces a DOJ second request, putting the offshore-drilling merger's antitrust approval and closing…
Jeremy Raper’s 2017 Sharp and Japan Display shorts bet OLED disruption would puncture inflated LCD valuations; his 2019 NIO short lost…
Domino’s 99%-franchised model converts global retail sales into royalties and supply-chain revenue, but $4.8 billion of debt and mature…
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