Farmer on X
All that complexity and blow-up risk to clone $SPY's returns in a bull market? https://t.co/kYImPyU49M
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1596 articles about companies over $300M
PLTR 2026-08-21 Palantir Just Turned Its Biggest Weakness Into A Strength
Quantryon Capital 2 clicks
Intercontinental Exchange (ICE): Inside the ICE House
Intercontinental Exchange combines high-margin exchanges, recurring data services and mortgage technology, trading at about 18 times 2027…
Timyan Bank Alert on X
Deutsche Bank $DB freed from consent order in 2010s FX scandal https://t.co/BsHGBheaWK
BREAKING: Modine's Anchor Multi-Billion-Dollar Customers Are Google and Amazon
Modine's undisclosed customer on a more than $4 billion agreement is Google, with potential data-center demand from AWS, Crusoe and others.
IRTC 2026-08-21 iRhythm: The Algorithmic Margin Inflection Changes The Story
Equity Eagle 1 clickTrevor Scott on X
$DECK back at multi year low valuations but concern is the classic value trap risk that margins and ROC are at cyclical peaks. Growth has really fallen off too from 15-18% in 2023-2025 to just 7% in 2026. https://t.co/jvT5HnDjnH
Trevor Scott on X
@GHadjia @MattJMcClintock Growth has been coming off fast at $DECK no? https://t.co/NvAKB2OyqN
GFS 2026-08-21 Recent Pullback Could Be An Appealing Entry Point For GlobalFoundries
Jason Ditz Myles on X
@ShmuelLon I actually don't think $PFF is the best expression of this trade, I'm just using it here cause it's got a long track record. But I've been going through the securities in stuff like $PGC and $PGF and I think as a basket they're very attractive.
PLTR 2026-08-21 Palantir: Why Michael Burry's Put Buys Should Not Deter Retail Investors
Elizabeth Pramila 1 clickMyles on X
Heres a portfolio that's 80% $SPY, $70% $TLT, -70% $PFF, 20% $GLD. Similar return with way lower volatility. Obviously this is just backwards looking, but there are structural reasons why this kind of mix works (Preferred stocks suck, most of the alpha is there). https://t.co/pfsyWJG2f2
Myles on X
@taobanker This is reasonable. I guess the counter would be that current business momentum is much stronger than at least $LULU, I haven't looked at Gap or BBW
CORT 2026-08-21 Like The Knick's, Corcept Rebounded And Is Crushing It
ChuckJones 1 clickAltayCap on X
@finphysnerd @taobanker A sentiment check on X searching $DECK, its universally positive except @CatNyanpital who is the only bearish comments on this name. Doesn't mean it can't work though
$ELAL: El Al is a wartime monopoly at 2x EBITDA. Is that a trap? | ASB Partners
El Al trades near 2x EBITDA after wartime near-monopoly profits, with $1.3 billion of net cash and owned aircraft weighed against…
BAC 2026-08-20 Bank of America Preferreds: Better Propositions Available Than Series GG
Prakhar Agarwal, CFA 1 clickBDC on X
Contrarian view: $MRNA raises equity in next week. Bullish. No equity raise in the next 2-3 weeks? Very bearish.
Raging Capital Ventures on X
It is simple: $NVDA is using vendor financing to avert margin pressure and market-share loss. https://t.co/IlD9IHVhP8
Deep Sail Capital on X
@HiddenGemsInves $CLPT $NURS.v $ZDC.v $PNG.v $OUST
Deep Sail Capital on X
@HiddenGemsInves @friedoystercult @MikeFritzell FYI- $ISSC is now $IA
$ELAL: El Al is a wartime monopoly at 2x EBITDA. Is that a trap? | ASB Partners
El Al’s wartime near-monopoly has produced net cash, owned aircraft and a 2x EBITDA valuation, while regulatory obligations, customer float…
SG on X
@SixSigmaCapital I will believe that $MRNA cured cancer when Bancel and Hoge go a year without selling shares
PTLO 2026-08-20 Portillo's: Guidance Cut Confirms It's Cheap For A Reason
KC Research 2 clicks