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1507 articles about companies over $2B
@yummyCenturyEgg @MGardnerDA1235 @dylan55917 1/x ) $NN it is not me that says the spectrum is considered clean. it is industry pros with decades of experience across engineering and valuation that consider it clean. I am happy to change my mind if you feel your use of ChatGPT should be weighted more heavily than pros.
@yummyCenturyEgg @MGardnerDA1235 @dylan55917 thank you for the work you did on $NN. I can see why you reached the conclusion you did when only looking at the trees you wanted to see. However, industry pros will tell you that the forest is very different, and that this spectrum is likely to be quite valuable. We will see.
Community banks trading at 50-70% of book value can benefit from buybacks and consolidation, with recent targets MSVB and PMHG receiving…
Argentine banks, tariff-exposed stocks and Customer’s Bancorp anchor an earnings-season watchlist after Milei’s election victory,…
Phil Knight, John D. Rockefeller and North Korean defectors anchor three recommended biographies of ambition, capitalism and survival.
Forrest's latest memo echoes his recent podcast interview - belief that the AI platform-shift has created a window of opportunity. For Sea Ltd $SE to be a $1TN company, if they play their cards right. https://t.co/s9IiqSfd4w https://t.co/Q5AEMfnl7P https://t.co/EYgD8uK51z
FTAI Aviation’s engine exchange model, owned fleet and Chromalloy PMA partnership target lower-cost CFM56 and V2500 maintenance while…
Biographies offer investors pattern recognition, resilience and lessons in decision-making under pressure, with Sam Walton’s customer focus…
Biographies offer investors pattern recognition, resilience and practical lessons from leaders such as Walmart founder Sam Walton.
Poland picks BAE Systems to boost artillery production, with the goal to produce 200K rounds of 155mm caliber per year from 30K today. Defense spending is as major theme as countries look at boosting their own military capabilities. Long $BAESY (not an investment advice) https://t.co/iOiWIbjzFH
High-FCF-yield stocks can compound through dividends, buybacks and business growth without P/E expansion.
Fair Isaac raised FICO Score royalties from roughly $0.50–$0.60 in 2022 to $4.95 in 2025, drawing regulatory scrutiny over its…
Foreign Central bank gold holdings go above US Treasuries first time since 1996. $GLD https://t.co/QmZhXchEvA
MercadoLibre’s Daniel Wu discusses MELI’s Latin American e-commerce operations, fintech business model, growth opportunities and risks on…
$LYFT vs $UBER https://t.co/jsAZEak1pQ
$BKNG vs $EXPE https://t.co/zzuhmvsl0k
$NVDA vs $AMD https://t.co/BQ3zrpfhk4
$SPY vs $IWM https://t.co/5PhVIbpBfq
Gold vs Silver ( $GLD vs $SLV) https://t.co/Ugjavn4djw
"Rally of the 2nd Tier": the runner-up is running the show over 6m/3m/1m time periods: • Silver > Gold ( $SLV > $GLD) • ETH > BTC • Small caps > S&P 500 ( $IWM > $SPY) Seeing it occur even in individual stock levels: • $AMD > $NVDA • $EXPE > $BKNG • $LYFT > $UBER What it implies: That breadth + beta has been improving, perhaps in anticipation of rate cuts and overall healthier economy than anticipated. Likely keeps the bull run going for now. Charts below
"BNPL will eventually die"? $AFRM (Affirm) says otherwise. Q4 GMV +43% to $10.4B, Rev +33% to $876M. EPS flipped –$0.14 → +$0.20, Op inc +$58M. Company executing with Amazon/Shopify/Costco partnerships, Affirm physical card and Stripe integration (for SMB market reach). With AI/ML underwriting + 0% plans, Affirm is scaling up profitably for now. As CEO Max Levchin put it: “We love math.” Execution > narrative.
Crane Co. sells sole-source aerospace and process-control components, with 40% aftermarket revenue and margin expansion following its 2023…
Acuren's Q2 revenue rose 1.5% to $313.9 million before its NV5 merger; post-close selling drove TIC down 21% as management targets $20…
Add Monday $MNDY to the list -26%
