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.
Howmet Aerospace posted 24% Q2 revenue growth and 46% adjusted EPS growth, but HWM trades about 87% above a $120.69 DCF fair-value estimate.
Alexander I. Velasquez 2 clicks
Liquidia’s Yutrepia sales reached $170.4 million in Q2 2026, while a patent ruling threatens its PH-ILD label but leaves PAH sales and a…
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.
Ralph Lauren’s 2017 CEO change put Patrice Louvet in charge of reversing nine quarters of same-store sales declines and restoring the…
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…
PYPL · long PayPal’s valuation implies free cash flow will shrink 9.3% annually over the next decade, framing a long thesis against its recent revenue…
Coupang’s product-commerce revenue rose 8% in constant currency as data-leak churn lingered, while promotions and underused logistics…
Coupang’s data leak held 2Q26 constant-currency product-commerce growth to 8%, while promotions and excess logistics capacity pressured…
Portfolio update trimmed Greggs and Roper Technologies after earnings, with Roper raising guidance and Greggs reporting 7.2% revenue growth…
Equifax’s Workforce Solutions generated $2.58B in 2025 at more than 50% EBITDA margins, anchored by Work Number.
Genius Sports’ $1.2 billion Legend acquisition adds direct bettor monetization, while its exclusive NFL data rights could supply prediction…
Astera Labs expects Scorpio PCIe switches to become its largest product line by end-2026, but AWS Trainium 4’s shift to NVLink Fusion makes…
FICO's fiscal third-quarter 2026 revenue rose 26% year over year but missed consensus, and shares fell about 24% after earnings.
ICE's purchase of MarketAxess spotlights takeout risk for value stocks, while the Situational Awareness blow-up, Kevin Warsh's FOMC presser…
Roderick van Zuylen discusses Night Watch’s value strategy, catalyst-driven screening and positions in Asian equities including Dream…
Every publication on this site, hand-picked.
Albert Anthony
Andres Veurink
Bay Area Ideas
Blake Winiecki
Capital Connoisseur David Zanoni
Deep Value Investing
Dhierin Bechai
Dilantha De Silva
Equity Eagle
Eudaemon Research
Fernanda Galvez Jalil
Henrik Alex
High Alpha Professor
Investor Overview
IWA Research
Jaden Mealy
Julia Ostian
Khaveen Investments
LL Insights
Long Player
Marc Gerstein
Melissa Tucker
Mike Zaccardi, CFA, CMT
Miletus Research
Myriam Alvarez
Petri Dish Reports
Philip Wang
Prakhar Agarwal, CFA
PV Research
Quantryon Capital
Robert J. Lake
Ron Ferrie
Sam Mancini
Sharon McArd
SiliconBytes Insights
Simple Investment Ideas
Sorrento Research
Stephen Ayers
Steven Fiorillo
The Alpha Analyst
The Asian Investor
The Bullionaire
The Curious Analyst
The J Thesis
The Supercycle Investor
The Undercovered Dozen
Value Capital Research
Vishal JadaunEvery account on this site, hand-picked.
⚽️📡
💥PETITION💥
A Capital
absreturnchaser
Adam D. Wyden
Alpha Vulture
AltayCap
Asif Suria
Bank Reg Blog
Barbarian Capital
BDC
Bill Ackman
Brian McGough
Broken Moats
BuccoCapital Bloke
Calvin Blissett
catechwilliams
Charles Frischer
Chris Camillo
Clark Square Capital
Cluseau Investments
Colin King
Connor Haley
Conor Maguire | Value Situations
Convequity
Dalius - Special Sits
David Orr
Deep Sail Capital
Derek Pilecki
Devin LaSarre
DOMO Capital Management, LLC
Edwin Dorsey
Evan Tindell
Fajasy
Farmer
Fierce_beast
Fred Liu
Gavin Baker
George Noble
Hunterbrook
Ian Bezek
Idea Brunch
JabroniCoin.USD
John_Hempton
junkbondinvestor
kab60
KEDM.com
Kevin Mak
Kuppy
Laughing Water Capital
Lee Roach
Little Owl Research
Maius
Maj Soueidan
marginofdanger
mavix
Mike
Mikro Kap David
Multiples Capital
Myles
Nat Stewart
Negligible Capital
Odd Diligence
Odd Lot Arbitrageur
PAA Research
Paradis
Pernas Research
Porter Collins
Prepared Remarks
Psyop Capital
Raging Capital Ventures
Red Dog Capital RiverRoadPartners
Rusholme Capital
Sahil Khetpal
Serenity
SG
Sheel Mohnot
Steve Eisman
The Friendly Bear
Tim Eriksen
Timyan Bank Alert
Todd Wenning
ToffCap
Trevor Scott
Undiscovered Compounders
Voss Capital
Yaron NaymarkOrdered by how often our editor reaches for them.
