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…
BAX · long Baxter International sells IV solutions, infusion pumps and other essential medical products to hospitals, clinics and home-care providers.
Adobe rates Accumulate at $189-$266 after Q3 FY26 revenue grew 12.9%, while management guided slower growth and RPO growth decelerated.
On Holding (ONON) is gaining sportswear share, expanding store space and launching soccer with Kylian Mbappé as investors debate U.S.
Astronics targets $1.02 to $1.04 billion in 2026 revenue after adjusted operating margin reached 20.3%, with Boeing representing 12% of…
Jordan Aquilina 
Rollins’ recurring pest-control base requires ongoing spending to replace departing customers, a concern tied to its nearly 50%…
Intuit’s $21.4 billion software franchise faces AI-driven pricing pressure in tax and accounting, even as QuickBooks and TurboTax retain…
MGP Ingredients trades at 0.74 times tangible book after whiskey oversupply drove sales declines and more than $400 million of impairments.
Capitol Federal Financial's 2.31% net interest margin and $23.6 million Q3 profit support its shift toward higher-yield commercial lending,…
Growth Stock Hunter 
Golar LNG’s fourth FLNG vessel targets 3.5MTPA capacity and a 2029 delivery, supporting projected adjusted EBITDA above $1 billion in…
Group 1 Automotive CEO Daryl Kenningham’s Toyota ties, capital-allocation decisions, compensation and stock sales face scrutiny after the…
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