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Every article we have published, filed by the company it is actually about.
1899 articles about companies over $300M
Evolution $EVO has agreed a GBP 4.75 million settlement with the UK Gambling Commission, concluding the licence review initiated in December 2024. The settlement primarily relates to the finding that Evolution game content was available via two operators on six websites. https://t.co/Q2pVlKKgjd
CBIZ activist Ryan Bunn urges ending buybacks, issuing equity and resuming bolt-on acquisitions to delever after the $2.3 billion Marcum…
@thecontracap also worth noting that if $ANAB loses, maybe the stock goes down but future cash flows do not. Plan B is prob just sell the royalty stream, which is why the former CFO of $RPRX was added to the BOD 4 months ago. Heads win a ton. Tails you don't lose (if you can handle the vol)
@thecontracap agree ex-CEO statements are not +. However, statements from the GSK manager responsible for managing the $ANAB collaboration make it clear he thought GSK was in violation of the agreement. Not good for either side. Think sanctity of contract law has to come above all else though
@thecontracap 2/x)on the other hand, if $ANAB's position is upheld, it sucks for GSK, but contract law as a whole in DE continues to successfully govern the land as it has for centuries prior. Not clear to me that AI can consider the gravity of dismantling all of DE contract law...
@thecontracap 1/x)$ANAB also not a lawyer but seems to me that the implications of GSK's position would be catastrophic for contract law in DE if supported by the court. Effectively, any acquiror could disavow the obligations of a purchased subsidiary. Which seems "absurd" in the legal sense.
In light of this blow up at $PNR, it's kind of remarkable to me that $HAYW hasn't cracked at any point in the past 3-years. The stock trades in this slowly ascending channel between $12 and $16. Maybe that changes. I recognize it's a business people "want to own", but it's held a healthy multiple for a long time.
A digital market-infrastructure platform dominant in rates and expanding in credit trades at 22 times free cash flow, with 45%+ FCF margins…
Big banks get second-quarter rocket fuel from SpaceX IPO $JPM $GS $BAC https://t.co/9HCoab65LR
If a company is OTC listed and consistently reducing its share count, it seems like a high percentage of the time, it works out well... $MCEM $WEBC $APTL $FMBL $BWEL(?)
Jet2 reported £551 million PBT and launched a £250 million buyback, while Apollo’s easyJet offer values the rival at 10x EV/EBIT.
WhatsApp named CRED founder Kunal Shah to replace Will Cathcart after Meta bought a 20% CRED stake for $900 million, signaling a push to…
CBIZ's proposed shift from buybacks to equity-funded bolt-on M&A targets renewed revenue compounding after the $2.3 billion Marcum deal and…
$MORN? https://t.co/pksTLRmJoS
Fubo's Hulu Live merger leaves Disney with 70% ownership and resets its 2028 EBITDA target to $300 million; at $10, it trades at 4.2 times…
Recent Fundsmith sale $INTU +7% today. Recent Fundsmith buy $APP -11% today. Did Terry Smith just mark the bottom for quality and top for momentum?
Shelly Group $SLYG published preliminary revenues for H1 2026 of EUR 68.3 million (+27% yoy). Cash increased by 62% qoq and by 72% yoy supported by continued normalization of trade receivables. Full results will be published on August 12. https://t.co/KSvQWpLZQd
Microsoft urges enterprises to keep AI memory, evaluations and orchestration inside their tenant boundary, making frontier models…
I exited my $MLP. After spending a lot more time on this name, I no longer have confidence in the thesis. While I believe there is tremendous asset value, the time to monetize keeps getting pushed out, and the costs to achieve any reasonable realization could be large. I am also concerned that Steve Case doesn't have as much skin in the game as the market thinks, given that he has margin loans out on his position. https://t.co/TePual6ezP
Meditation Capital favors niche software companies with durable domain expertise, citing AI-driven Braze growth, Workiva’s 2030 targets and…
First Hawaiian, $FHB to Acquire TriCo Bancshares $TCBK and Provide Preliminary 2026 Second Quarter Results https://t.co/nZns7KFCWt
Cerebras Systems sells WSE-3 wafer-scale AI chips and cloud capacity, with cloud and services rising to 43% of revenue after an OpenAI…
Meta and Microsoft are framed as mega-cap opportunities based on business quality and valuation.
Salesforce's 8.62x forward cash flow valuation discounts AI seat cannibalization, while Agentforce, Data 360 and MuleSoft aim to retain…
