OTIS · long Otis Worldwide CORP
Otis Worldwide's largest global elevator installed base generates 95% recurring revenue, with service margins above 90% supporting a…
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1504 articles about companies over $2B
OTIS · long 
ZTS · long Zoetis INC
Zoetis, the animal prescription-medicines company, is presented as a long investment despite concerns around its 2026 and 2027 outlook.
BCO · long Brinks CO
Brink’s $6.6 billion cash-and-stock acquisition of NCR Atleos underpins the long case, citing strategic and financial rationale.
PRYMY · short Prysmian Spa
Prysmian (PRYMY) is presented as a short position.
DOMO Capital Management, LLC on X
Pretty crazy, forgot about this $GME / $EBAY exchange. This has to be 5+ years old..... Definitely miss the @TheRoaringKitty live streams... Very sad. https://t.co/bAJxLjI7QT
Fierce_beast on X
11 reasons for why i'm long $goog: https://t.co/2HTd3mVPKx
Novo Nordisk Q1 2026 Review: The Reset Year Looks Less Ugly Than Feared
Novo Nordisk’s adjusted Q1 sales fell 4% despite 22% obesity-care growth, as lower US prices outweighed volume gains.
Coupang 1Q26 Business Recap: Data Leak Shows Member Strength
Coupang’s data scandal cut active customers to 23.9 million, but 80% of departed WOW members had returned by April as vouchers and…
ToffCap on X
Marex $MRX Q1 rev +48% yoy, EPS +55% https://t.co/bYO0DYYPjF
MIDD · long Middleby CORP
Middleby trades at about 11 times EBITDA, below its history and peers, as a sharper management focus is expected to address the commercial…
GPC · long Genuine Parts CO
Genuine Parts trades at roughly 9x EBITDA as cyclical weakness and elevated NAPA investment temporarily depress earnings.
Psyop Capital on X
@finphysnerd $cme and $otcm are in this category and are reasonable
Timyan Bank Alert on X
@thebankzhar @SteveChuck5 There are many candidates for $BANR to pursue next. $CSHX $CWBC $OVLY $PVBK $SFBC the list is endless. https://t.co/ssMeFndZzi
Timyan Bank Alert on X
In Play Today: UMB Financial $UMBF reiterates future M&A requirements; Blue Owl rejects buyout offer | S&P Global Market Intelligence https://t.co/qDTqHhJTSr
April Earnings Update
Crocs raised 2026 EPS guidance to $13.20-$13.75 and bought back $73.6 million of stock, while Huntsman, Pitney Bowes and Alpha…
AAON · long Aaon INC (aaon)
AAON is presented as a long investment idea, revisiting a company written up as a short nearly a decade ago.
RSI · long Rush Street Interactive INC
Rush Street Interactive (RSI) is presented as a long investment idea.
ToffCap on X
Let's not forget this is the CEO that actually wrote "our share price is candidly, and please pardon my language, way too f-cking low." Global Net Lease to Acquire Modiv Industrial in $535 Million Transaction $MDV $GNL
ToffCap on X
Sharing some pain. In 2024 I went and visited Nebius $NBIS. My first question: "pls explain me what you do". My last question: "pls summarise again what you do". I ofc never bought. https://t.co/5VeLFwFkEm
Adobe Expert Insight Interview (No Paywall)
Adobe trades at 11x earnings despite $24.5 billion of revenue, 37% operating margins and 12% profit growth; a former data-science head…
PayPal tries again (and again)
Stripe’s startup-focused product sprawl contrasts with Adyen’s enterprise restraint; despite 20% more payment volume and faster growth,…
SYK · long Stryker CORP
Stryker (SYK) trades near a 52-week low after a late-Q1 cyberattack disrupted revenue and earnings, framing a long-term compounder…
Weekend Digest #343: Berkshire, Atlassian, Roblox
Berkshire Hathaway’s dot-com-era performance frames AI-boom comparisons, Atlassian beats earnings, and Roblox shares fall.
SLGN · long Silgan
Silgan’s long thesis rests on roughly 10% historical EPS growth and a potential rerating as its end-market exposure evolves.
