Charles Frischer on X
$NN The opposition claims that the entire economy is reliant on Part 15 devices and that potential interference, which they have not proven at all, will bring down the GDP of the country. They believe we can’t let this happen.
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Charles Frischer on X
$NN Giant important companies have joined in this chorus. If this were potentially true, what if a relatively simply, cheap, solution could be found to solve this problem. Would’t these big, giant companies try to control the entire economic production of Part 15 devices.
The Cheapest Toll Road in the AI Economy?
A U.S. last-mile telecom network trades at 3.9x trailing earnings and 5.7x TEV/EBITDA, with AI traffic growth, capex normalization, merger…
ASR: Sureste Airports Soaring To 50%+ Upside, Market Is Missing The New Assets
Sureste Airports’ 20-airport Motiva acquisition and U.S. concessions are set to lift EBITDA, while shares trade at 7x forward EBITDA.
Under The Hood - Rollins ($ROL)
Rollins ($ROL) pairs automatically renewing pest-control contracts with route density and family-business acquisitions, producing 24…
A Hardware Multiple on a Software Powerhouse
A software powerhouse posts a record quarter while trading at a 52-week low, raising a valuation disconnect between its business model and…
PAA Research on X
Is the price action in every other space related company today a cautionary tale for $SPCX as to what could happen with $MAGS and other tech leaders when #anthropic and #OpenAI go public later this year or does it simply reflect an uninspired pricing on $SPCX and a stock that might not be up in the absence of $GS support? $RKLB $LUNR $ASTS $PL $RDW
Broken Moats on X
what part of the cycle is it when CAVA starts going up 30% in a week on no news? Screwworm, savings rate declines, ridiculous valuation, and unwanted then a 30% snap in 3 days? Bizarre market moves. $TGT, the private credit exposed names like $ARES, etc all similar relentless moves from late in the week
Psyop Capital on X
What’s the $BR mega bear case?
Charles Frischer on X
$NN Fantastic day for NN. With today’s close above 20.10, we have now closed above this level for 20 of the last 30 days. Company can now convert $190 million in debt into common. We now have 250 million in cash and no debt. Will take 45 days to finalize. Fortress balance sheet.
Broken Moats on X
Like the $MGNI story (from lower levels, less so at current pricing albeit still cheap) their seat in the ecosystem looks to be consolidating - TTD has real issue but put the pairs trade aside do you have concerns about the CFO departure at MGNI, the insider selling (not trivial), and the risks from ai on their business ex ctv?
Broken Moats on X
$QXO gang anyone have a current cap table, wanted to run some numbers but its hard to keep up with all the issuance/debt offerings.... Pro forma suggests there is around 1.1B shares outstanding? (will that include all the financing to get Topbuild closed (I believe so)? + around $8B in net debt (pro forma) So at $14 a share - that would be roughly $23B EV value? Anyone confirm this or tell me which pieces are wrong (for Kodiak, beacon and Topbuild) Roughly $2B EBITDA off their press release (probably up for debate, rates/economy, then need to look how much synergies might be backed into that) So 4x leveraged (means likely more shares need to get issued to de-risk especially with interest rate risks and transmission to demand) so 11.5x with mote dilution (likely).....getting close but not there yet - still think you need to wait for 10x or < Last and most important question does the math around Beacon change - 15x is meaty for a distributor multiple so unlikely they walk. But with the 45/55 split (is there floor conditions or will TopBuild eat that difference if/when they vote later this month (if not anyone know what the break fee is). Thanks in advance
Timyan Bank Alert on X
BancFirst $BANF Corporation Announces Acquisition of SpiritBank https://t.co/8jm5DCej1L
PAA Research on X
I call this the "LLOK" trade (Lower Leg of the K). This is a really interesting non-consensus thematic opportunity, dare I call it contrarian (if you're old enough to remember when that was a preferred approach to alpha generation). Investors have been quick to dismiss anything resembling a LLOK trade, but look what's happened in the past few weeks: $DLTR, $CASY, $CBRL, $PENN, $PRKS all massively outperforming in the past month. I'll include my beloved $CAKE in this group. Yes, some of that is factor rotation, but employment tailwinds for this consumer set might be better as a result of data center CAPEX/reindustrialization, and the "sell these names on gas prices" trade couldn't be hackneyed analysis. Finally, follow @TiberiusCapital, he's one of the best investors I know.
Broken Moats on X
$LLY has nlrp3 trials so that would just put them in the same conversation no with a head start? Agree its valuable to NVO but wouldn't the derivatives like a $BIOA get more juice of ZEUS then $NVO from validating the space. I like NVO but management shoots themselves in the foot constantly and AZN etc competition on weight loss is coming
DOMO Capital Management, LLC on X
Kurt Wolf of $PBI. Hands down. No comparison. https://t.co/v6AKggxJD4
Single Stock Spotlight #9: Fiserv (FISV)
Fiserv trades below 7 times 2026 earnings after a 60% decline, as new management resets guidance and seeks to stabilize its banking…
PAA Research on X
@YodeLeaheyWho Sorry yes, I always think of $MS as Musk's banker. $GS will have its hands full
PAA Research on X
This infographic looks hugely bearish to me and clearly I'm not the only one seeing it that way. That bar chart in the middle looks like a disaster as does allocating 30% of this deal to retail. Being multiple times oversubscribed is not what people want to hear at this point. How many guys put in orders expecting to get one-tenth or 1-20th of their ask? If those funds get filled at higher levels, you can expect $MS to really extend its balance sheet tomorrow to prevent this from breaking issue. Maybe the book really fills in over the next 30 hours, but usually if a deal's hot you would see stronger orders at this point. The $MS equity capital markets team has a long few days ahead. $SPCX
PAA Research on X
$MTN is the $FICO of consumer discretionary.
PAA Research on X
@firstadopter any thoughts or expectations heading into $NTDOY's #NintendoDirect event?
Charles Frischer on X
@k790diskin $NN I just posted my thoughts on the hearing.
Charles Frischer on X
@scottwilsonUSD $NN I think the July and August meetings are live meetings for an NPRM. While not critical months, these are live and have a reasonable possibility of happening. The process should also accelerate the final rule and order timeline, as the work is being done right now in that area
Charles Frischer on X
$NN It is possible that Carr will be able to help the Part 15 user base and approve the 900 MHz modernization plan put forward by NN. The country needs an actionable alternative plan for GPS. The NN plan is important for our country. The time is now for action.
