Thursday, November 5, 2026

Back to the front page

From X

New Ideas From The Road

Aurelion Research increased healthcare exposure and sees opportunities in banking and defense, alongside research on Alcoa, Nike, ONON and…

Site Centers (NYSE:SITC)

Site Centers' $3 per-share return-of-capital distribution and December delisting leave a discounted liquidation stub, with two properties…

Stevanato down 30%. Yikes.

Stevanato fell 30% after forecasting low-single-digit 2027 growth as lower Nexa syringe volumes from a GLP-1 customer offset solid Q3…

PTRN · short

Pattern Group INC

Pattern Group is a fragile consumer business targeted on the short side.

Research Roundup Vol. LIII

Micron’s customer agreements, Analog Devices’ acquisitions, Ondas’ GATE deal and Baker Hughes’ power systems position them for AI…

Publications we follow

Every publication on this site, hand-picked.

129 publications

Newsletters 109

X accounts we follow

Every account on this site, hand-picked.

91 accounts

Investor letters we follow

359 firms

Sectors

Ordered by how often our editor reaches for them.