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First Hawaiian, $FHB to Acquire TriCo Bancshares $TCBK and Provide Preliminary 2026 Second Quarter Results https://t.co/nZns7KFCWt
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1904 articles about companies over $300M
In Conversation: Cerebras Systems (CBRS)
Cerebras Systems sells WSE-3 wafer-scale AI chips and cloud capacity, with cloud and services rising to 43% of revenue after an OpenAI…
The Mega-Cap Opportunity: Meta & Microsoft!
Meta and Microsoft are framed as mega-cap opportunities based on business quality and valuation.
Salesforce Can Lose the Interface and Still Win
Salesforce's 8.62x forward cash flow valuation discounts AI seat cannibalization, while Agentforce, Data 360 and MuleSoft aim to retain…
Matan on Stitch Fix
Stitch Fix’s rushed Freestyle pivot cannibalized its profitable Fix business, driving active clients below 3.4 million, quarterly revenue…
Deep Dive: Amazon (Updated)
Amazon’s AWS grew 28%, with a $364 billion backlog, supporting the case that up to $200 billion of annual AI capex can earn solid returns.
Under The Hood - Sprouts Farmers Market, Inc.
Sprouts Farmers Market’s 483-store fresh-food format combines dedicated distribution, curated assortments and long-built site selection,…
Ian Bezek on X
Citigroup $C ... is it a credit card issuer or an investment bank/broker? I think the market's making the wrong call here, but I could be mistaken. https://t.co/SlQxPnmuGc
MercadoLibre: Valuation Model
MercadoLibre’s sum-of-the-parts model values commerce and payments on FCFF, credit on equity returns, producing a $1,980 base-case target…
Nat Stewart on X
@calleymeans @SecKennedy Seems like a tailwind for Lifeway $LWAY
Meta On the Offense!
Meta’s Muse Spark 1.1 targets agentic enterprise work, backed by employee workflow data and 3,000 engineers building reinforcement-learning…
U-Haul Bought at the Top
U-Haul’s pandemic-era fleet purchases at inflated prices now drive higher depreciation and disposal losses as truck and van prices…
Broken Moats on X
Wish there were more stories like these, channels the ethos of Henry Ford. Not the wage part and 401k growth as much as it is $COST commitment to this family's health care needs and work schedule to accommodate unfortunate life circumstances. A true virtuous cycle here of being a good corporate citizen and employer, being honest and fair with consumers and being rewarded with strong loyalty and financial success. Makes you want to be a Costco shopper (current) and shareholder (not yet) when you read this:
Raging Capital Ventures on X
@wallstengine Short form is eating $NFLX alive too
Broken Moats on X
$WDFC results are staggering when you read through them....then you get to the guidance and it does not reflect the monstrous quarter they just posted (relatively the same as the guide from Q1)....something is off with this company, they are either one of the worst non micro cap companies at forecasting their business (not a great endorsement of management and their processes). AND/OR they are playing games with inventory to influence the stock. I will reserve my own comments for private, but if you look back in recent years there are some odd swings in Asian /Chinese inventories in given quarters. Fascinated how a product that has been around forever with wide distribution posts a +30% print in Americas, 24% company wide. And the guide moves from 5-9% to 6-9% growth for the year?? What is going on?
Raging Capital Ventures on X
Excited to see Elroy Air going public via SPAC with $CMII / $IPXG… Elroy has developed a hybrid-electric, autonomous VTOL aircraft called Chaparral that has both military and defense applications. We have invested in multiple rounds at Elroy, starting with their seed in 2018. Here’s the deck on Elroy: https://t.co/iRRILU5JFk https://t.co/dUaH1EKf4K
Raging Capital Ventures on X
Kalshi looking at rolling out perpetual futures…. Perps are super interesting, à la Hyperliquid / $PURR, and have the potential to be very disruptive across the capital markets ecosystem https://t.co/L0JHZdJu4O
[scuttlebits] CPRT, ADBE, FIG, NVDA, QCOM, FDS, Memory chips
Copart’s returning CEO Jay Adair plans to restart European expansion and build domestic whole-car sales on its global buyer network amid…
Mikro Kap David on X
$NRP reminded me why they call us Europoors... Remind me when this wonderful asset becomes a C-corp. https://t.co/8odW8oDuwA https://t.co/9FBlAHmFoA
Ian Bezek on X
@sidecarcap Understand this view if you're new, but Smith has been off-course for five years now. I got worried back in fall 2021 when he bought $AMZN at the dead top right after saying for a decade that he'd never buy Amazon because it was low-margin. He sold it in '23 for a 40% loss.
Double Down Interactive (DDI): Update
DoubleU’s $11.25-per-share bid for DoubleDown Interactive values its operating business at 0.25-0.7x EBITDA; minority holders can block it…
Nat Stewart on X
@GardinerIsland $BSM has kinda muffled volatility relatively speaking if you don't mind a K-1, have a pretty good plan to grow production on their land next ~5 yrs (they own royalty interests), systematically hedge ~75% of production.
Mike on X
If you’ve been following the $PESI situation, this is important reading. Especially regarding grouting 200E waste. https://t.co/bsf03iTPKg
Ian Bezek on X
@sequentanalyst @moneyandmore72 Fundsmith bought $app? Terry Smith must be rolling over in his grave.
