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Every article we have published, filed by the company it is actually about.
1266 articles about companies over $2B
who is financing an LBO of $WDAY at this valuation....one of the more baffling capital allocation decisions across the spectrum I could imagine. Seems like a very levered play to try and change marks on private credit and then move to open refinancing or the IPO market to dump all the bags and use "WDAY" as mark/proof. Whole thing is sketchy.....
If PE wants to own SW, go get $FIS. Sticky as fuck, could cut employees in half and shit is already levered to the tits and ready to go!!
Not saying I told you so, but I did tell you this shitco was a better shitco than $FISV (ignore my posts about $FOUR, that's just a temporary 'mark to market'/'ya, so that's just your opinion man, it really ties the portfolio together'
Mkt feeling frothy, we're approaching 6xFCF $gpn https://t.co/v8JZBAHFfU
*SILVER LAKE IN TALKS TO BUY WORKDAY: REUTERS ~$43B enterprise value...would be one of the largest software buyouts EVER! $WDAY
What price would you guys buy $LFTO at? https://t.co/KotrBWwRVj
Nebius omitted Vineland stop orders over unpermitted Bloom Energy fuel-cell and LNG-tank work while telling investors its data-center…
So now $SMCI is part of the agentic & SpaceX capex trade? https://t.co/BMrEvmCbQj
Me seeing $HOG up 5% after a massive insider buy the market missed. https://t.co/PaS59DADNh
@OnodaCapital $OPEN deserves all the skepticism you can muster, especially because its promoter is a liability. But this structure has been used successfully by other companies, no? I thought $RH did something similar ~5 years ago?
Options strategies will manage portfolio risk after Meta, Alphabet and Amazon calls drove gains, while Lululemon LEAPs produced an 80% loss.
Growth hogs slamming $LFTO down 10% as Liftoff says they also won’t have sequential growth because Q2 was so good from model breakthroughs and The World Cup. Growth hogs and slobs still price Liftoff higher than Entravision even though Liftoff is guiding to 35% annual revenue growth and Entravision is in the triple digit range. Growth hogs are not to be trusted around your wives folks.
Some interesting credit stats: > Hyperscalers are now ~20% of the entire 30-yr IG bond bucket > ~40% of all 30-yr IG deals this year came from hyperscalers > $AMZN and $META each make up more than 5% of long-end bonds individually
Zoetis’s U.S. companion-animal revenue fell 6% as dermatology competition drove rebates and discounts, pushing full-year net pricing to…
Copart faces a near-term lift from pricier AV repairs and total losses, but shrinking accident volumes could eventually force its…
If limited to large caps, Verizon looks kinda interesting here? $vz Revenue accelerating into H2 (4% in Q4?), FCF ramping, '27 guided to be better than '26, yet analysts expect sub 2% rev growth next year? Google contract signed (>$1B rev), others should follow.
Pershing Square $PS announced earnings this evening in advance of our call tomorrow at 9am ET and our Spaces on @X which will follow the call. Please read our letter in advance of the call which explains the quarter and provides updates on the portfolio and six new positions in $NFLX, $V, $MA, $ICE, $ALC, and $SPGI https://t.co/Bcb1FgjjgE
@RealJimChanos Simple, $HOOD investors at large are weighted heavier to high growth AI sector and crypto than the S&P.
$INTC is lucky to have Lip-Bu Tan https://t.co/jFSTzsfqgK
Globus Medical combines a discounted 11x earnings valuation, expanding margins and spinal-implant leadership with upside from its…
@Nobilis_Capital @boujee_banker @HettyGreen2020 I can walk to three different Ara's ($JRONY) from my place in Colombia. Omnipresent. If I run out of eggs, bread, milk or whatever just go grab it in a couple minutes rather than getting in my car to go to a big store.
@boujee_banker @Nobilis_Capital @HettyGreen2020 I own $FMX and $JRONY (which owns one of the Colombian ones). $TBBB trading at a huge premium, but they get to 10000+ stores eventually will still work for you.
Just as Lucent and Alcatel did, $NVDA is providing enormous vendor financing, thus in part the argument as to why it is a “synthetic” neocloud hyperscaler. $NVDA is on the hook if the neoclouds stop paying. I think there are great similarities between the neocloud boom and the CLEC buildout. And I think there is great risk of DWDM-like innovation (which is what killed the fiber industry) in LLMs, memory, et al. Finally, some investors whine about $NVDA’s “low multiple.” That’s what happens when you lend money to your customers to prop up pricing power and stem market share loses to ASICs. You can’t have your cake and eat it too.
New $FTEK CEO is interesting to me, ex $CECO which has been a great company. What do you think? There has been a lot of kinda inexplicable decisions for years from mgmt (particularly massive SG&A costs) offsetting what should be strong gross margins. My read is he probably joined to pull some easy levers.
