Verisure’s 6.38 million monitored-alarm subscribers generate 90% recurring revenue, while its disclosed acquisition costs and 6%-8% churn quantify the cost of replacing customers.
Wait, so everyone suddenly realized $CRWV has a shitty business model because their bond yields went up? Same business six months ago. Where were all these forensic accountants then? Apparently the due diligence starts when the chart stops going up.
@jeffborack If I'm wrong, my $U stock will go to zero so I'll suffer that way.
United Airlines is making it harder to reach its top frequent flyer status in 2027 $UAL https://t.co/l8mOORDQMu
Kimberly-Clark, Kenvue Win Conditional EU Approval for $40 Billion Tie-Up $KMB $KVUE https://t.co/oN9tXYAkTE
Ryan Cohen just bought another $23 million dollars of $GME. Incredible. You just need to follow the insider buys and you can make money in this market. Maybe my quickest returning idea this year. See my full thesis here: https://t.co/9nouTfaS3O https://t.co/zYSaKMYyXH
#Valueinvestor @ryancohen $GME https://t.co/UYc1dQki17
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Jenga Global Master Fund returned 8.10% in Q3 2026, added Adobe and Mexican airports, and later initiated S&P Global.
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Alexander I. Velasquez 2 clicks
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David Zanoni 1 click
FICO’s mortgage credit-score monopoly sits at the center of a GSE-dominated U.S.
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Dassault Aviation leads a 53-pitch roundup with a €45 billion order book against €7.4 billion of sales and a 26.6% Thales stake.
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THC · long Tenet Healthcare generates roughly two-thirds of profits from hospitals and one-third from ambulatory surgery centers.
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Fountainhead 3 clicks
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Robert J. Lake 2 clicks
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Bay Area Ideas 2 clicks
A2Gold’s first Taylor drill holes returned 20.96 g/t AuEq over 1.5m and 209.4 g/t silver over 10.7m, alongside 141.10 g/t gold at…
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