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…
Penguin Solutions grew FY2026 revenue 26% as AI data-center and memory demand expanded, while negative free cash flow and cyclical memory…
Investor Overview 5 clicks
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…
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%…
EGO · long Eldorado Gold (EGO) is a long-life gold and copper miner with a rare growth profile across precious and base metals.
Campari and Diageo outperformed spirits peers by turning working capital faster, while Rémy Cointreau's aged-cognac inventory constrained…
AEHR earnings are the focus, with a late call acknowledged alongside results from TSMC, NXP, Alphabet, Texas Instruments, VAT Group and…
AAON shares have fallen 45% from November 2024 highs as core HVAC bookings weaken, while BASX supplies hyperscale data-center growth.
Pitney Bowes trades at an 18% FCF yield, with 25% operating margins, 30%-plus ROIC and plans to return free cash flow mostly through…
BSR REIT’s $618.5 million sale to AvalonBay valued Texas apartments near a 5% cap rate and removed consent rights that had constrained…
Alta Fox values NCR Atleos at $100 a share, citing ATM-as-a-Service growth, deleveraging and buybacks.
IMAX China, Hong Kong-listed 1970, is IMAX’s exclusive Greater China licensee, earning box-office-linked fees from premium large-format…
Envista, Danaher’s dental spin-off, is pitched as a de-risked long-term opportunity after U.S.
Upstart says longer repayment terms lifted Q1 debt-settlement acceptances 50%, but does not disclose delinquency changes or the number of…
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