CarGurus, the largest U.S. auto-shopping marketplace, trades near $29 despite roughly $1 billion in expected revenue, $300 million in free cash flow and 30% share repurchases since 2022.
@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.
Albertsons Pulls Full-Year Guidance, Plans Business Review $ACI https://t.co/FkxxQbgEQt
@jeremie0117 $DKNG and $SERV are my two favorite ideas!
51% jump after hours in Liquidia $LQDA on this news. https://t.co/fyGLZzOZsI https://t.co/OWdm3p4xpL
The situation reminds me of Tidewater $TDW (without the flip-flopper angle). I recently exited Tidewater from the model portfolio and my personal portfolio: https://t.co/6wmo91Ep9E
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…
Global-e provides cross-border merchant-of-record, payments, tax and fulfillment services to more than 1,500 brands, including Shopify…
Fannie Mae and Freddie Mac common shareholders face at least 90% dilution if Treasury converts its growing senior preferred stakes into…
Inter & Co, Brazil’s second-largest neobank, grew over 20% with controlled delinquencies and 15% book-value compounding while trading at…
Glaukos is expanding from glaucoma devices into sustained drug delivery and corneal cross-linking, but GKOS's premium valuation leaves…
Myriam Alvarez 4 clicks
Brazil’s October 25 runoff puts Bolsonaro’s likely victory at the center of a bullish regional-stock case; Golar LNG (GLNG) also reports…
Blackstone Secured Lending Fund faces a likely dividend cut after its first shortfall in 28 quarters, despite 1.8% non-accruals, $2.8…
Rubicon Associates 1 click
Legence trades at 10.4x EV/aEBITDA with a $5.7 billion backlog, as AI data center installations drive growth and expand its maintenance…
OceanaGold trades below its mine value despite US$655 million of cash and no debt, with production set to dip before Wharekirauponga begins…
The Bullionaire 1 click
Cava’s $3 million AUVs, 25.1% restaurant margins and sector-leading same-store sales support its expansion case as awareness rose from 40%…
QTWO · long Q2 Holdings sells banking software to more than 1,200 financial institutions and 27.8 million registered users, after selling off with…
Portfolio update: sold Nomad Foods, trimmed Copart, added Pool Corp and Floor & Decor, and bought Tractor Supply as the portfolio trails…
Weekend Digest #345 previews Colombia’s presidential vote, tracks AUNA’s earnings momentum and Bruker’s recovery, and weighs China risk…
Vidrala has grown from a Spanish glass-container maker into a multi-country packaging platform with expanding Latin American exposure.
Colombian election risks for Grupo Aval, CAAP's near-doubled Q1 EPS and new dividend, and May buy-and-hold purchases.
Inter, Nu and MercadoLibre reported 38%, 53% and 51% revenue growth, respectively, as Latin American political and macro risks drove a…
Installed Building Products and Mettler-Toledo, down 38% and 32%, test whether lower valuations reflect deteriorating moats or cyclical…
Transocean's acquisition of Valaris faces a DOJ second request, putting the offshore-drilling merger's antitrust approval and closing…
Jeremy Raper’s 2017 Sharp and Japan Display shorts bet OLED disruption would puncture inflated LCD valuations; his 2019 NIO short lost…
Domino’s 99%-franchised model converts global retail sales into royalties and supply-chain revenue, but $4.8 billion of debt and mature…
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