Remitly Global: Scaling The Wall Of Worry (Ticker: RELY)
Remitly’s Q3 keeps its remittance growth thesis intact as spending cards, memberships and credit products target $1 billion in annual revenue by 2030.
Remitly’s Q3 keeps its remittance growth thesis intact as spending cards, memberships and credit products target $1 billion in annual revenue by 2030.
Yeti Cuts Year Outlook on Consumer Caution $YETI
what's going on with $life?
AutoNation’s new CEO Mike Manley brings Jeep and Fiat Chrysler experience after the dealer chain cycled through three leaders in 30 months.
International Seaways reported $291.4 million of Q3 adjusted net income and has 53% of Q4 booked at strong spot rates, supporting projected…
Peloton’s connected-fitness subscribers fell 9% year over year to 2.475 million, with another high-single-digit holiday decline forecast as…
DHT Holdings earned $1.68 per share in Q3 and projects Q4 EPS of $4.25, supporting a single-quarter dividend above 20% at projected spot…
WaterBridge grew Q3 revenue 16.9% year over year as Speedway Phase I lifted produced-water volumes, while pursuing large-scale data center…
Lumen was upgraded to Accumulate after Q3 revenue fell 12% to $2.7 billion, while strategic business revenue rose 10% and reached 55% of…
TransMedics targets multi-organ transplant growth through 2027 trials, OCS Kidney and European expansion after Q3 revenue rose 41% to $203…
Fervo Energy raised $2 billion in its May IPO, then fell nearly 70% below issue price after a Morpheus short report, despite targeting 1 GW…
LandBridge’s Q3 revenue rose 39%, while newly acquired pore space could lift pro forma EBITDA and cut its 2027 EV/EBITDA multiple from…
Joby Aviation reported $55.1 million in Q3 revenue, raised 2026 guidance to $135 million to $140 million, and expects FAA pilot training in…
MTMTY · short Metlen Energy & Metals faces a 40% short case centered on its overpriced aluminium, alumina and Greek power businesses.
Amdocs cut FY27 guidance after a T-Mobile dispute, projecting a 7–11% revenue decline and backlog down nearly 10% to $3.5 billion.
Warrior Met Coal’s Blue Creek mine cut costs to about $93 a ton, offsetting a wider discount for High Vol A coking coal as US supply…
Aurelion Research increased healthcare exposure and sees opportunities in banking and defense, alongside research on Alcoa, Nike, ONON and…
Site Centers' $3 per-share return-of-capital distribution and December delisting leave a discounted liquidation stub, with two properties…
David Orr describes running Militia Capital’s roughly 500-stock long-short portfolio, using expected value, correlation and factor…
AXT reported record Q3 revenue as AI data-center demand for indium phosphide drives supply agreements and capacity expansion.
Tim Isgro discusses reconstructing Li Lu, Eddie Lampert and Mohnish Pabrai investments, AI-assisted research, and Clear Secure, Remitly and…
Kite Realty Group’s 164 open-air shopping centers delivered 3.6% Q3 same-property NOI growth, backed by grocery tenants, resilient…
Stevanato fell 30% after forecasting low-single-digit 2027 growth as lower Nexa syringe volumes from a GLP-1 customer offset solid Q3…
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