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.
Trump’s new Press Secretary is married to a producer who has handled many films for $ANGX, probably not a coincidence.
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
Sweetgreen’s Plan to Shed Its Expensive Salad Image $SG https://t.co/3IxCL40Caw
CarGurus, the largest U.S. auto-shopping marketplace, trades near $29 despite roughly $1 billion in expected revenue, $300 million in free…
Everpure and DigitalOcean face rising expectations as their stock prices shape Monday’s views.
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…
Flowers Foods trades at 7.5x earnings after an 80% decline, as a 50% dividend cut and potential asset sale aim to reduce leverage following…
Jenga Global Master Fund returned 8.10% in Q3 2026, added Adobe and Mexican airports, and later initiated S&P Global.
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…
VEEV · long Veeva Systems is a vertical software company valued as if its best growth years are behind it.
Indian bearing suppliers gain a US tariff advantage as SKF, Schaeffler and Timken build export capacity and source local rings, cages and…
Rollins’ shares have fallen more than 50% from their peak, resetting valuation as route density, reliable service and pricing support…
Pearson, CarMax, Talen Energy, KBR and Apollo Commercial Real Estate lead a 33-company survey of activist campaigns, buybacks, M&A and…
Group 1’s 19% ownership cap, tied to automaker franchise agreements, frames Conifer’s 1.9 million-share stake and potential buyback-driven…
Deckers built HOKA into a brand nearing UGG’s scale, with HOKA revenue up about fivefold since FY21.
Entravision, the portfolio’s largest position, fell more than 40% from its highs as Q3 returns dropped to 37.8% YTD.
Irrational Analysis reports 51.55% outperformance versus a semiconductor ETF, adding Credo for SerDes and QMCO for AI-driven tape storage…
FTAI Aviation is converting retired CFM56 jet engines into 25-megawatt data-center generators, supported by a $1.465 billion order likely…
Washington Trust Bancorp offers a 5.8% dividend yield, with C&I loan growth supporting ROE despite 40% commercial real estate loan…
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