Stratus Properties liquidates Austin real estate below projected distributions, while Atlantic Lithium and Intermex await approvals for…
S Triple S Special Situations Investing
Beyond Meat’s Q2 2026 revenue fell 8.2% as U.S. retail and foodservice volumes declined, while a flatter, not inverted, Treasury curve…
POSCO Holdings trades at a 78.6% P/B discount as lithium, gas and trading profits reshape the steelmaker, while capex and lithium prices…
SA
Capital Connoisseur
Research Roundup covers AAON's data-center cooling ramp, Knife River's margin recovery, ChronoScale's Microsoft-backed neocloud buildout…
S Monte Independent Investment Research
Asia's elevator boom favors maintenance and modernization providers, with Otis deriving nearly 90% of operating profit from after-sales…
BL Asian Century Stocks 1 click
Portfolio returned 65.7% through September 28 versus the S&P 500’s 13.2%, while backing Tourmaline, EQT, Athabasca and SLB on gas demand…
S Guardian Research 5 clicks
FTAI Aviation’s engine-exchange model swaps CFM56 engines in days rather than 200-day overhauls, driving Aerospace Products adjusted EBITDA…
S Bristlemoon Capital 2 clicks
Archer Aviation's Insitu, Wisk and SkyGrid acquisitions add military and drone revenue, cutting FAA-certification dependence and leaving…
SA
The Alpha Analyst 2 clicks
The Trade Desk’s CEO received a new 10-year option package targeting $105 per share as the company seeks shareholder approval to reprice…
S Yet Another Value Blog 5 clicks
Cullinan Therapeutics plans December 2026 autoimmune updates for CLN-978, while zipalertinib awaits an FDA decision in previously treated…
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Myriam Alvarez 2 clicks
RGLD · long Royal Gold, a $19 billion precious-metals royalty and streaming company, benefits from mine production without operating mines directly.
BL Value Investors Club
Crocs raised 2026 EPS guidance to $13.20-$13.75 and bought back $73.6 million of stock, while Huntsman, Pitney Bowes and Alpha…
S Hidden Rock Capital's Newsletter
Adobe trades at 11x earnings despite $24.5 billion of revenue, 37% operating margins and 12% profit growth; a former data-science head…
Stripe’s startup-focused product sprawl contrasts with Adyen’s enterprise restraint; despite 20% more payment volume and faster growth,…
Sleep Well Portfolio publishes its 24th pick and updates Grab, Sea, WiseTech and Veeva as software stocks stabilize.
S Sleep Well Investments 1 click
WidePoint manages 150,000 DHS mobile devices and telecom expenses, with a $3 billion contract award and carrier SaaS rollout positioned as…
Altria's Q1 2026 revenue rose 3.2% and adjusted EPS 7.3%, while oral tobacco share fell to 29% amid nicotine-pouch competition and a long…
Berkshire Hathaway’s dot-com-era performance frames AI-boom comparisons, Atlassian beats earnings, and Roblox shares fall.
S Ian’s Insider Corner
Norges Bank’s Winning Cultures conference drew lessons from Ken Griffin, Michael O’Leary and Jamie Dimon on rapid decisions, cost…
S Behind the Balance Sheet
Floor & Decor cut 2026 guidance after 1Q same-store sales fell 3.7%, while shrinking new-store formats, cutting comparable-store SG&A and…
BL Speedwell Research