British American Tobacco: Harvest
British American Tobacco’s U.S. reset revives combustibles and rebuilds its nicotine-pouch portfolio after legacy-brand writedowns and Velo 1.0’s failure.
British American Tobacco’s U.S. reset revives combustibles and rebuilds its nicotine-pouch portfolio after legacy-brand writedowns and Velo 1.0’s failure.
@DavidWeinetayg @TidefallCapital Debt covenants matter. It won't however be the first or last company to buy itself back into ch11. I mean look at last quarter's buy backs in $FICO.
Looks like we got 13.5 million shares trading of $GME tonight. Not sure what’s going on. Besides the heavy insider buys. https://t.co/cU9aBeRwRR
$ONON so in vogue, it made it to the WSJ The Sneaker Taking Over America Was Inspired by iPhones and a Vacuum Cleaner https://t.co/rNjjRCEEnb
@At50w50882 @310Value @ctfn_news All of their existing debt is portable… this was by design and both mgmt / IR call this out regularly. Only need to raise the new debt….dovigi haters are always gonna hate. That’s why it needs to go private $GFL
Newest out. British American Tobacco: Harvest $BTI $PM $MO $IMBBY $HAYPP $STG https://t.co/IjOEe4izVz
$PSKY and $ORCL: The cost to insure the debt of both companies against default has converged and is increasingly moving in lock-step, a sign investors are beginning to treat the two credits as intertwined. This appears, to me, a very dangerous game the Ellison family is playing.
Adding long exposure (through $IWM and $RSP mainly) makes me feel sick, which backs up my belief that the timing is good to add long exposure.
M&T Bank's 10.4% five-year revenue CAGR, improving net interest margin and commercial loan growth support its earnings resilience despite a…
AI infrastructure’s $6.3 trillion financing gap is driving structured debt and asset-backed solutions, starting with Meta’s planned 5GW…
Magnolia Oil & Gas closed its $4 billion WildFire acquisition, adding Eagle Ford acreage with cost synergies and funding the deal with…
Lennar is selling homes to former spinoff Millrose, whose revenue largely comes from Lennar and whose largest voting shareholder is…
Nike targets EBIT margin recovery from 5.2% in FY2027 to 13% by FY2032 as revenue declines persist and wholesale, China and digital remain…
Cloudflare is building HTTP 402 payments for AI agents, using its web network to let publishers charge bots for content access.
Nike’s second Latticework program examines the company and the global athletic footwear and apparel industry for professional investors.
Nike grew from a $1,000 shoe-distribution venture in 1964 into the largest sports brand, using athlete endorsements, product innovation and…
ServiceNow expects AI annual contract value to reach $1.5 billion by year-end, with assist-pack consumption pricing supporting growth…
Rocket Lab reported Q2 revenue up 62% to $234.1 million and backlog up 137% to $2.36 billion, while operating losses and cash burn…
EUXTF · long Euronext has evolved from a regional cash-equities exchange into a pan-European market-infrastructure platform after a decade of technology…
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…
Abbott’s Exact Sciences acquisition raises leverage, leaving Medical Devices’ 8% growth and 33.9% margin to carry cash flow until…
Innodata's new Meta contract for long-horizon agent personalization ties the data company to Meta's Muse AI assistant, despite Meta's Scale…
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.
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…
Every publication on this site, hand-picked.
Every account on this site, hand-picked.
Ordered by how often our editor reaches for them.