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
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…
DASH · long DoorDash holds roughly 60% U.S. market share in on-demand restaurant logistics, underpinning a long thesis on its defensible delivery…
Roaring Kitty’s GameStop resurgence revisits GME shareholder activism and the meme-stock trading episode, with references to Bed Bath &…
Sow Good trades below 6x NTM earnings after retiring debt and raising $12.8 million to expand freeze-dried candy capacity amid rapid…
International Money Express trades at roughly 5x forward EV/EBITDA despite growth, modest leverage and excess cash available for…
Aware ($AWRE) trades near its net-cash value as recurring biometric SaaS revenue grows, supporting a buyout thesis backed by debt-free…
Iofina’s IO10 iodine plant is due in Q3 2024, adding 100 to 150 metric tons of capacity while higher brine costs pressure earnings.
Coffee Holding trades near a $9 million market cap and $17 million net current asset value, while its proposed Delta merger values JVA…
Total Site Solutions ($TSSI) depends on Dell for 96% of revenue; the 4x thesis rests on Dell expanding modular data centers amid AI-driven…
One Group Hospitality's $365 million Benihana acquisition adds $575 million of revenue and $70 million of EBITDA, funded partly by costly…
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