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…
EVI Industries says its ERP and service-platform build is largely complete, testing whether 10.8% revenue growth can finally outpace…
Lennar is selling homes to former spinoff Millrose, whose revenue largely comes from Lennar and whose largest voting shareholder is…
Huckleberry.AI trades near $3.30 against $221 million of cash and $900 million-plus of NOLs after selling its operating business, creating…
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…
SCEYF · long Source Energy Services is Western Canada’s dominant integrated frac-sand producer and logistics provider, supplied by three Wisconsin…
TSOH Weekly Roundup covers Walmart’s soft U.S. comps and rapid delivery, Qiaodan’s challenge to Nike in China, and Suno’s AI-generated…
Palantir’s revenue rose 93% to $1.94 billion as U.S. commercial bookings jumped 149%, lifting GAAP operating margin to 47% and free cash…
Intercontinental Exchange combines high-margin exchanges, recurring data services and mortgage technology, trading at about 18 times 2027…
Modine's leaked database identifies Google behind a $4 billion agreement and $4.5 billion of additional demand, with nearly $15 billion of…
Adobe’s investment case centers on its software business.
Deere raised net income and cash flow guidance despite a 10% Production and Precision Ag sales decline, as construction and small-ag…
IRhythm’s ZEUS clearance cuts clinician review time 50%, targeting $100 million in five-year savings as cardiac monitoring margins expand…
Stabilis Solutions lost its Galveston LNG offtake anchor, revenue fell 36% in 1H’26, and limited liquidity leaves its data-center power…
Palantir's U.S. commercial business grew triple digits as GAAP net margins rose from under 10% to 55%, countering Michael Burry's bearish…
Every publication on this site, hand-picked.
Every account on this site, hand-picked.
Ordered by how often our editor reaches for them.