A Brazilian digital bank with 45 million clients fell 36% after Lula’s election, despite 16.3% ROE, 13 record quarters and a 7.4x earnings valuation.
One-Day Wipeout Tops 60% For the Hardest-Hit Brazilian Stocks $EWZ https://t.co/ncyMLXLg4H
Greenlight Capital expects $CENX to generate nearly its entire enterprise value in cash by 2028. They also think there are two additional call options: 1) the Oklahoma smelter incentive subsidy generates ~$225m of annual value 2) Iceland smelter can be sold for ~65% of EV https://t.co/3PncbpBn05 https://t.co/LIuAR4kRJ6
@hareng_rouge I am trying to encourage you to buy more $AMC. Please make me happy.
My battle station for Brazil $EWZ for the past 6 hours fueled by grass fed steak https://t.co/eDb6QwtyNK
$rmbs leg up $amkr leg down same time Do we have another pre earnings leak ?
Is it time for a ladder attack on $AMC? What do you think?
@ConnorJBates_ not all are expensive. examples: $CPB $ENR
$DLO was also hit hard (which shouldn’t really have been because of the diversified model) and I started a position today.
Klaviyo's customer-data platform and new AI Composer product underpin a bullish growth case, with Salesforce's Braze acquisition cited as a…
Fountainhead 2 clicks
Signet Jewelers cut its share count from 87 million to 38 million since 2012 as short interest reaches 15%, amid a hated diamond market.
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Ignacio Planas Gonzalez 4 clicks
HFI Portfolio bought 94,214 shares of Transocean, RIG, for $570,000 at $6.05 per share.
MYR Group’s Q3 2026 preview cites data-center and power transmission demand, with long-term service agreements supporting margin growth and…
Mosaic’s potash business generated $930 million after capital spending and closure cash in 2025, while phosphate operations consumed $207…
Mosaic’s history traces the 2004 Cargill-IMC merger and the phosphate and potash mines that shaped NYSE: MOS.
Mosaic, NYSE: MOS, is the subject of a second audio program for professional investors analyzing fertilizer producers.
The Undercovered Dozen 17 clicks
RXO · short RXO, a top-five U.S. freight broker, carries roughly 5x LTM EBITDA leverage and undisclosed off-balance-sheet liabilities after its 2022…
October 2026 market commentary covers SOLS’s cancelled merger, a hypothetical Starbucks-Chipotle deal, Russell 2000 weakness and AI…
Peabody Energy’s recovery case hinges on Centurion, coal-market leverage, capital allocation and balance-sheet strength amid commodity…
CAN Analyst 1 click
CarGurus, the largest U.S. auto-shopping marketplace, trades near $29 despite roughly $1 billion in expected revenue, $300 million in free…
Vicor uses ITC exclusion-order cases to license power-module patents, with published royalty multipliers rising from 1.0x before filing to…
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Bristlemoon Global Fund lost 8.4% in the September quarter and added shorts in Campbell’s, REA Group, MasterBrand and Polaris amid narrow…
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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…
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