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…
G · long Genpact operates workflows AI is designed to automate and can deploy AI across its existing operations.
Portfolio added Otis Worldwide in the mid-$60s, increased Pool, Copart and Floor & Decor, and sold Berkshire Hathaway.
Ciena’s optical networking equipment sales to stronger telecom customers underpin a 2027 long thesis, unlike its 2000-era boom.
Marc Gerstein 2 clicks
Digimarc’s gift-card watermark pilot found zero fraud at Schnucks, while its retailer pipeline rose to 31 from one in 2025 despite…
Brazilian fintechs NU, INTR and PICS stand to benefit from a Bolsonaro-led runoff surprise that lowers fiscal risk premiums, rates and the…
Nyxoah's Genio implant could reach CCC patients after an FDA label expansion, targeting 30% of the obstructive sleep apnea device market by…
Stephen Tobin 3 clicksLatticework’s briefing questions AI capex returns while featuring Close Brothers, Green Landscaping and OMS Energy Technologies.
Geely’s ZEEKR nearly doubled first-half 2026 deliveries to 178,000, while Geely bought 30% of NIO’s battery-swapping unit to reduce…
The Asian Investor 5 clicks
Cerebras’s WSE-3 faces parametric-yield constraints that could restrict supply, making power and clock-speed tradeoffs central to its next…
Group 1 paid $1 billion of goodwill for Hennessy’s 10 dealerships, a record $100 million per store, financed largely with $1.25 billion of…
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