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.
Just buy $QURE every time it drops 50% and sell it when it recovers 100%. It’s happened like 3 times already. Wild one.
El Pollo Loco to open first New York restaurant as it aims to become national chicken chain $LOCO https://t.co/eNyH3J68ZR
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
I have been avoiding posting about $ZD, but it appears they have already purchased a massive amount of shares this quarter. Huge ruling here that will impact their court case. $ZD heading to $100+... https://t.co/kBF15ShkAU
I have been avoiding posting about $ZD, but it appears they have already purchased a massive amping of shares this quarter. Huge ruling here that will impact their court case. $ZD heading to $100+... https://t.co/kBF15ShkAU
Applied Optoelectronics targets $1.1 billion in 2026 revenue as 800G and 1.6T data-center demand drives capacity expansion, despite…
Infinity Curve 2 clicks
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…
NAIC oversight missed Delaware Life’s $13.34 billion affiliated-bond exposure and permits capital treatment that props up Brighthouse’s…
BPRE trades 45% below NAV as Saba and Bulldog press for buybacks or a manager change, challenging Bluerock’s incentive to preserve…
VersaBank uses cash holdbacks and put-backs to buy point-of-sale loan cash flows, with C$7 billion in assets and AI-enabled real-time…
GitLab's Q2 FY2027 beat and raised guidance reflect large deals, paid consumption growth and AI demand, while valuation rests on revenue…
Research and Value 3 clicks
FGPR remains on track, PRTH's management buyout is set at $8.05, and microcap RAVE is described as cheap.
Oklo shares have fallen 77% since October 2025 as commercialization slips beyond 2027, revenue estimates fall and dilution continues.
Ian Bezek 5 clicks
TSOH Weekly Roundup covers Ralph Lauren’s $1 billion distribution pullback, Peloton’s $2,195 foldable treadmill and $800 million…
TRIP · long Tripadvisor (TRIP) is presented as a long idea.
Applied Aerospace & Defense reported Q2 revenue growth of 47% to $167 million and $1.13 billion in backlog, supported by missile production…
Oklo’s Q2 progress includes Groves’ first criticality and Aurora agreements, while equity dilution cut its price target to $88 despite a $3…
The Curious Analyst 1 click
Build-A-Bear Workshop, the toy retailer.
NIO beat Q2 expectations as delivery growth and higher ES8 and ES9 vehicle margins narrowed losses. Its shares trade at 0.35 times revenue.
The Asian Investor 3 clicks
Sleep Well Portfolio’s August gains were led by Veeva, CrowdStrike and cybersecurity, while Cellebrite and WiseTech reported early AI…
MiniMed Group's pumps, sensors and dosing algorithm expand recurring CGM and consumables revenue as separation costs roll off and cash flow…
Myriam Alvarez 1 click
Special-situations survey profiles 31 activist, buyback, M&A and strategic-review cases, including Abercrombie, PagSeguro and Vodafone.
Two U.S. protein-snacking companies lost $6 billion in market value as impairments, inventory growth and margin pressure test whether the…
EVC reported a solid second quarter and outlook.
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