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.
@POVMexico Tulum Airport was only built in 2024 as an AMLO pet project, minimal market demand. The hippies can go back to flying through Cancun Airport as they should. $asr
$QBTS is still worth $5.2B or 325x revenues. They have $1.5/share of cash. 80% downside still.
@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
Albertsons Pulls Full-Year Guidance, Plans Business Review $ACI https://t.co/FkxxQbgEQt
Kimberly-Clark, Kenvue Win Conditional EU Approval for $40 Billion Tie-Up $KMB $KVUE https://t.co/oN9tXYAkTE
Vicor uses ITC exclusion-order cases to license power-module patents, with published royalty multipliers rising from 1.0x before filing to…
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…
Charles Lemonides argues the 18-year bull market has not reached its late-stage liftoff, pairing value-oriented semiconductor longs with…
Bristlemoon Global Fund lost 8.4% in the September quarter and added shorts in Campbell’s, REA Group, MasterBrand and Polaris amid narrow…
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
Global-e provides cross-border merchant-of-record, payments, tax and fulfillment services to more than 1,500 brands, including Shopify…
SLS · short SELLAS Life Sciences Group faces a short case arguing that even a strong clinical outcome does not support its current valuation.
Kaspi.kz’s 850 KZT ADS dividend establishes a roughly 9% yield after Hepsiburada spending; Japanese buyback disclosures test whether 0.61x…
Constellation Software and Roper Technologies became 13% and 16% holdings after an AI-driven software selloff, while Ashtead and Kraft…
AerCap sells aircraft at 2x book value and repurchases stock near 1x book, cutting shares outstanding 31% in three years.
Sleep Well Portfolio cuts SPS Commerce after assessing AI risk across 12 software holdings, finding deterministic, rule-based data…
APi Group hit its 13/60/80 targets in 2025, reporting $7.9 billion revenue, 13.2% EBITDA margin and 80% free-cash-flow conversion, then set…
Domino’s Q4 2025 Kalshi contract prices “craveable” at 37%, while First Strike’s transcript model assigns 68.4% before social-sentiment…
Copart’s fiscal Q2 2026 revenue fell 4% and U.S. insurance units dropped 11%, as underinsured drivers and carrier volumes weighed while IAA…
Grab’s main holding risks are competition, sustainable profitability and valuation, with entrenched ride-hailing and delivery positions…
Shift4 built its payments business by acquiring gateway nodes and migrating merchants to its processing platform; revenue has compounded…
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