PLTR 2026-08-21 Palantir: Why Michael Burry's Put Buys Should Not Deter Retail Investors
Elizabeth Pramila 1 clickSearch
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PLTR 2026-08-21 Elizabeth Pramila 1 clickMyles on X
Heres a portfolio that's 80% $SPY, $70% $TLT, -70% $PFF, 20% $GLD. Similar return with way lower volatility. Obviously this is just backwards looking, but there are structural reasons why this kind of mix works (Preferred stocks suck, most of the alpha is there). https://t.co/pfsyWJG2f2
Myles on X
@taobanker This is reasonable. I guess the counter would be that current business momentum is much stronger than at least $LULU, I haven't looked at Gap or BBW
CORT 2026-08-21 Like The Knick's, Corcept Rebounded And Is Crushing It
ChuckJones 1 clickAltayCap on X
@finphysnerd @taobanker A sentiment check on X searching $DECK, its universally positive except @CatNyanpital who is the only bearish comments on this name. Doesn't mean it can't work though
$ELAL: El Al is a wartime monopoly at 2x EBITDA. Is that a trap? | ASB Partners
El Al trades near 2x EBITDA after wartime near-monopoly profits, with $1.3 billion of net cash and owned aircraft weighed against…
BAC 2026-08-20 Bank of America Preferreds: Better Propositions Available Than Series GG
Prakhar Agarwal, CFA 1 clickBDC on X
Contrarian view: $MRNA raises equity in next week. Bullish. No equity raise in the next 2-3 weeks? Very bearish.
Raging Capital Ventures on X
It is simple: $NVDA is using vendor financing to avert margin pressure and market-share loss. https://t.co/IlD9IHVhP8
Deep Sail Capital on X
@HiddenGemsInves $CLPT $NURS.v $ZDC.v $PNG.v $OUST
$ELAL: El Al is a wartime monopoly at 2x EBITDA. Is that a trap? | ASB Partners
El Al’s wartime near-monopoly has produced net cash, owned aircraft and a 2x EBITDA valuation, while regulatory obligations, customer float…
SG on X
@SixSigmaCapital I will believe that $MRNA cured cancer when Bancel and Hoge go a year without selling shares
Deep Sail Capital on X
Did Moderna $MRNA just cure cancer? Probably not https://t.co/QBodzsTaZD https://t.co/qFRucE9ri8
Instacart’s Unit Economics, and Implications for DoorDash
Instacart’s per-order unit economics provide a benchmark for assessing DoorDash’s LTM profitability and operating model.
Myles on X
@Pray4Equity Growth stuff like this where there's no valuation bottom I set a hard 5% max rule. $RDDT started there and is now at 4.
Broken Moats on X
$WMT talking about investing heavily to lower prices with the bulk hitting at the end of Q2 and the real impact to be seen in Q3 and Q4....how is that not a negative for $TGT? Consumer incremental weaker according to wmt mgmt and while TGT has stepped over low comps, and created some traction with new assortment at current prices (17x next year on 3% growth and actually declining earnings yoy) very difficult to argue Target is cheap and isn't going to be threatened by new price competition for tighter wallets across WMT and TJX
Nat Stewart on X
@ragingbullcap $PBT interesting here to. Merging with royalty acres/surface interests owned by affiliate of the operator, converting to a C-Corp. Softvest is once again the architect as with $TPL https://t.co/acWX95uQQI
Cluseau Investments on X
The $NBIS and $CRWV bulls hate each other more than the average nation involved in a Middle Eastern conflict
kab60 on X
Speaking of which, $AAP APPsolutely shat the bed (again... And again... And again). CEO speaks a good game, seems to have made the right (big) moves on logistics side, yet... https://t.co/60Z4Tv8OCK
Cluseau Investments on X
$IESC is buying DBM Global from $VATE for $650 Million. Not sure if I am missing something, but DBM's backlog is up 50% year over year, revenue up 25%, and they agreed to sell it for 11x earnings. What?
NBIS 2026-08-20 Nebius: The Market Is Arguing About The Wrong Number
The Quality Growth Investor 2 clicks
CCC Is in the Middle of the Wreckage
CCC, the dominant auto physical-damage claims estimator, connects 27 of the top 30 insurers with 31,000 repair shops as takeout rumors…
TEM 2026-08-20 Tempus AI Just Had Their Entire Strategy Validated By Moderna's Vaccine Advance
kab60 on X
@BillRoman15 It's not that I'm confident $GPN has a structurally better merchant business. But with Genius, they seem to have a solid offering and perhaps more importantly, post TSYS/Worldpay, they have a focused business, whereas Fiserv will take long to clean up, which will hurt execution
