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
Rubrik posted 38% Q2 revenue growth to $427.3 million, but Cloud ARR growth slowed to 39% and its enterprise value reached 15.7 times…
Nebius’s 1 GW annual active-capacity target from 2027 is realistic, according to a former product manager, with greenfield data centers…
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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Magna International’s gross margin reached 14.7% and operating margin 5.6%, supporting double-digit earnings growth alongside EV investment…
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.
Figma’s Q2 revenue rose 48% to $370.1 million as AI credit adoption lifted retention to 136%; FY2026 revenue guidance increased to $1.463…
RGLD · long Royal Gold, a $19 billion precious-metals royalty and streaming company, benefits from mine production without operating mines directly.
Nintendo’s Switch 2 sold 23 million units in its first year, but software delays, memory-chip costs and yen weakness drove NTDOY from $25…
Coherent’s Q4 FY26 results prompt claims that poor 6-inch InP laser yields are limiting margins versus Lumentum in co-packaged optics.
Nebius told investors its Vineland data center was on track days after officials halted unpermitted Bloom Energy fuel-cell and LNG-tank…
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Zoetis’s U.S. companion-animal revenue fell 6% as dermatology competition drove rebates and discounts, pushing full-year net pricing to…
Copart faces a near-term lift from pricier AV repairs and total losses, but shrinking accident volumes could eventually force its…
Sea Limited’s Shopee lifted adjusted EBITDA margin to 0.7% in Q2 2026 as revenue rose 48%, targeting 2-3% through fulfillment efficiencies…
Nvidia, Broadcom and OCP APAC speakers debate copper interconnects, optics and emerging alternatives for scaling AI data-center networks.
Globus Medical combines a discounted 11x earnings valuation, expanding margins and spinal-implant leadership with upside from its…
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