An Open Letter to the TPL Board
Texas Pacific Land shareholders urge two board additions, data-center expertise, and capital spending beyond mineral royalties toward…
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1505 articles about companies over $2B
Multiples Capital on X
If a regional "racino" is worth 9.4x, what is Bellagio and MGM Macao worth? $MGM
Multiples Capital on X
Interesting to see the recent price action in $MGM, is the market finally waking up to the massive valuation gap? Trading at ~6.0x EV/EBITDAR (using standard rent multiples) Private Reality: The Northfield Park exit closed at a ~9.4x implied EBITDAR multiple Sector Anchor: Current buyout offers for $CZR setting a peer floor at ~9.5x. Management is effectively shorting this spread, divesting regional assets at 9x+ and buying back it's own shares, outstanding shares down 50% over last 5 years. #ubercannibal
DOMO Capital Management, LLC on X
Sidoti raises $PBI price target to $20: https://t.co/d1B7rmSGYC
ToffCap on X
Roughly one year and >500% later 🔥🔥 $NKTR https://t.co/sDDj8XfxkL
Yaron Naymark on X
$CAR almost a 6-bagger in a month https://t.co/qxM6F5h1Fi
Linking RCM Technologies to a Multibillion-Dollar Hyperscale Buildout
RCM Technologies is providing engineering services to Cipher Digital, whose 3.4 GW contracted and pipeline capacity implies more than $20…
ToffCap on X
Excelsior Cap $ECL is a good example of why I like small and micro-cap liquidations stocks. The good ones look like this. Big step-change moves and otherwise stable. https://t.co/CrSEoHnShP
Fierce_beast on X
how is this not the end for $wix and $gddy? https://t.co/nY1p4vAMfN
Our Q1 2026 Letter & Look Ahead: Oil, Iran, OXY & PTON
Open Square Capital’s Q1 2026 letter discusses the oil market, Iran, Occidental Petroleum and Peloton.
Defying the Surveys
PNC CEO Bill Demchak says consumer spending, savings, activity and loan growth contradict record-low University of Michigan consumer…
Laughing Water Capital on X
$NN https://t.co/rn1GCqqeWI
Under The Hood, Pool Corporation - $POOL
Pool Corporation controls roughly 40% of US pool-product distribution, with maintenance representing 64% of sales as new-pool construction…
Mention Market Analysis: Truist Financial
Truist Financial’s April 17 call is forecast to feature “tailwind” in NIM and asset-repricing discussions, with the 51-cent Kalshi contract…
mavix on X
Shelly Group $SLYG announces revenues of EUR 33.4 million (+26%) for Q1 2026. The Company’s liquidity position developed positively in the first quarter of 2026. Cash and cash equivalents increased by approximately 45% compared to year-end 2025 to EUR 19.9 million, https://t.co/rbBjwNHc8T
Laughing Water Capital on X
@endless_frank @AST_SpaceMobile Hi - no position but have been following along. How do you think about the advantages that SpaceX and $AMZN have in terms of name recognition, distribution, and cost of capital? How do you think about pricing in a 3 player market? Is it a race to the bottom out of the gate? TYIA
Capitulation in packaged food consumer staples?
Conagra’s CEO change and 9% yield intensified a packaged-food selloff, while General Mills trades near historical valuation lows despite…
First Takes on GFL's Acquisition of Secure
GFL Environmental is buying Secure Waste at 11x 2026E EBITDA before synergies, adding high-margin produced-water and waste assets with $25…
Under The Hood, Novo Nordisk A/S ($NVO)
Novo Nordisk’s GLP-1 franchise transformed obesity treatment, while its valuation framework prices in 17 years of discounted cash flows.
The Consultant’s Dilemma: What AI Actually Does to Accenture ($ACN)
Accenture’s $5.9 billion in FY2025 genAI bookings supports implementation demand, while AI’s automation of junior work threatens the…
mavix on X
Shelly Group $SLYG will be included in the SDAX and thereby become part of Germany’s DAX index family, effective 10 April 2026. "We are proud to have been the first Bulgarian company to be admitted to trading on XETRA and now also the first Bulgarian company to be included in the SDAX.”
Under The Hood, ResMed ($RMD)
ResMed’s 30 million connected sleep-apnea patients, recurring masks and software support a data-driven healthcare platform; 11.9% annual…
Performance & Portfolio Update: Q1 2026
Portfolio update reports a 20.5% Q1 loss, led by WeightWatchers’ 61% decline, while adding Bumble, Oscar and Shift4.
Charles Frischer on X
@lindenstcapital $NN In the last 12 OIRA actions at the FCC, it looks like approval was received the same day as the blog was posted in 6 cases. Tomorrow is still possible. We will find out by around 2:30 PM on Wednesday. If not, April 28th is only 21 days away.
