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Every article we have published, filed by the company it is actually about.
1602 articles about companies over $300M
I forgot $ENVX existed. Hilarious, CEO is jumping ship. Wish I shorted more. I need to find more of these tier 2 meme stocks, I feel like they are way better shorts than your mainstream stuff. Scams that have weird niche followings but haven't hit the mainstream.
$EUR.ax $CRML merger recut in whoop. Still looks attractive here at a 17% spread with a clearly very motivated buyer and a reasonably short timeline. Easily hedgable with 10% borrow.
GO Residential’s H&R REIT deal could trigger index purchases of 32 million units and re-rate its Lantower portfolio, despite related-party…
ContextLogic’s US Salt holds about 23% of the US and Canadian pharmaceutical-grade salt market, one of only two suppliers, supporting…
Boston Scientific’s Farapulse competition and weaker Watchman demand have slowed growth, prompting a $2 billion buyback, restructuring and…
@MLedrappier @roadkillrecipes @CalgaryLeveen @FishOnCapital $NN No doubt the smartest people in the room think Sept and Oct are very live months. The SpaceX news is critically important great news. I may be wrong, but I love the company’s position right now.
It's a decade long race to the bottom $QQQ FCF yield https://t.co/5CtAH61ylK
TWG Global’s roughly $2 billion Carvana stake is already pledged to Citigroup, limiting Walter and TWG’s ability to use CVNA shares for…
Interesting take on $FTAI and the securitisation of jet engines for use in AI datacenters. https://t.co/x17VtGdXLt
Jumia’s January 2028 $7/$15 call spread risks $1.15 for up to $6.85 if cost cuts and marketplace growth deliver adjusted EBITDA and…
I just published the Earnings Update about the Shelly Group $SLYG H1 2026 results. You can find it in the Portfolio section of the blog :) https://t.co/8oHEkLEiea
It’s the same picture: time to get SHORT $CASY and $MUSA https://t.co/EFTszhSvv9
Watching $MG closely. They had a decent year last year and given 2027/28 growth expectations, the valuation is reasonable. But things going on might offer upside surprise - either from growth initiatives or an expansion in valuation from reducing leverage.. https://t.co/w1tD7YPu2b
Corporacion America Airports $CAAP announces a 91 cent dividend, nearly a 4% yield on today's stock price, and 40% yield-on-cost for people that bought in 2020. The top complaint about CAAP had been it didn't pay a dividend, so that it is now resolved. ✈️
$SB sugar is in full bull mode. https://t.co/NDtzQ2jbAn
Veeva plans Falcon agents for pharmacovigilance, clinical-trial documents and regulatory writing, targeting multibillion-dollar…
Elroy Air makes big inroads in military eVTOL, here autonomous cargo drones. $KTOS to manufacture. Going public soon via merger with $CMII / $IPXG SPAC. https://t.co/GgJ06SqbKI
IREN awarded each co-CEO roughly 9 million RSUs, about 2.5% of shares and $400 million, in exchange for no further equity grants until…
Great qtr from $AS . Np yet but definitely considering now. https://t.co/o4I4E81r5S
Nubank's 140 million customers, 20% efficiency ratio and 30% ROE frame whether its high-teens P/E reflects a scalable fintech or a maturing…
The analogy gets better... it took medallion 3 years to successfully expand from FICC markets to equities. Required a completely different data set and tick-by-tick data. They lost money the first couple of years, but eventually became their largest market. Feels similar. $APP
Community Corner: $HBT Financial's buying power gives it an edge in Illinois bank M&A | S&P Global Market Intelligence https://t.co/R8CBN3O7t8
Now that Cursor is owned by $SPCX, are corporations really going to use Grok Bot or Cursor over ChatGPT Work and Codex, regardless of how good they are? Grok / X / Elon's brand in corporate America is pretty toxic...
Overview of new Permian gas takeaway options $ET https://t.co/d6v7olZYwB
