DOMO Capital Management, LLC on X
Anyone who thinks @ryancohen won't run both $GME and $EBAY ... is wrong.
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1909 articles about companies over $300M
catechwilliams on X
$POET $2.5B market cap Canada-based (formerly TSXV-listed) semi component designer. Perennially on the verge of commercialization ($1.4M LTM sales, hemorrhaging cash). Heavily promoted into a $400M offering on 5/18. Dubious order w related party, FEOC, PFIC, among many issues.
COUR · long Coursera INC
Coursera's combination with Udemy creates an online learning platform serving over 270 million learners with hundreds of thousands of…
IQV · long Iqvia Holdings INC
IQVIA runs drug trials and gets paid regardless of whether drugs pass, while trading at a COVID-low multiple with potential AI benefits.
NXPI · long Nxp Semiconductors NV
NXP Semiconductors, the global automotive-chip leader, has delivered 12.5% compounded EPS growth and is presented as a long investment.
GLXY · long Galaxy Digital INC
Galaxy Digital (GLXY) is presented as a long investment idea.
PRGLY · long Puregold Price Club INC
PureGold Price Club, the Philippines’ largest food retailer, operates hypermarkets, supermarkets, minimarts and S&R membership warehouses.
Timyan Bank Alert on X
@Catahoula_Value It feels like $BCOW management would rather continue stealing from the shareholders. $LRBI is performing well on its own and improving so not needed. Sure does spotlight the values though. $MBBC also in $PSBQ backyard where Nick Z is really improving his bank.
Timyan Bank Alert on X
Home run merger for $PSBQ holders in sale to $BFC https://t.co/wujj6AML12
ToffCap on X
$EVC might perhaps be your bias test of the year peeps. https://t.co/4CCScxnYUs
Timyan Bank Alert on X
Every bank should have a Chair like Charles Alan Williams of $NPB @NorthpointeBank https://t.co/WJNBIgvvAZ
Vidrala
Vidrala has grown from a Spanish glass-container maker into a multi-country packaging platform with expanding Latin American exposure.
USO · short United States Oil Fund Lp
United States Oil Fund faces a short case tied to a long-Brent, short-WTI trade as Strait of Hormuz closure risk disrupts oil markets.
mavix on X
Here it finally is! The BoD of Evolution $EVO has resolved on a EUR 2 billion share buyback program that will commence immediaely. https://t.co/I0bozM6WA2
Little Owl Research on X
Either someone knows something the rest of us are oblivious to… or they’re playing Russian roulette. Tomorrow’s report should be interesting $LUXE https://t.co/al4P94Brcy
Quick Value #315 - Zoetis (ZTS)
Zoetis trades at about 11x 2026 earnings after falling more than 60% from its peak, as disappointing launches and safety issues pressure…
DOMO Capital Management, LLC on X
$ZD had a fantastic investor update today - definitely worth a listen! https://t.co/0aENAjKdLU
Weekend Digest #344: Colombia Election, CAAP New Dividend, May Buy & Hold Purchases
Colombian election risks for Grupo Aval, CAAP's near-doubled Q1 EPS and new dividend, and May buy-and-hold purchases.
Inter, Nu, MercadoLibre Earnings & Outlook + LatAm Political Considerations
Inter, Nu and MercadoLibre reported 38%, 53% and 51% revenue growth, respectively, as Latin American political and macro risks drove a…
ROAS to Riches
Entravision’s Smadex AdTech segment grew Q1 2026 revenue 204% and generated over $34 million of EBIT, becoming 78% of sales and the core…
DoorDash: Undervalued Giant With 2x Potential!
DoorDash is framed as an undervalued giant with potential to double.
CHRW · long C H Robinson Worldwide INC
C.H. Robinson faces new liability exposure after the Supreme Court unanimously allowed state negligent-hiring claims under the FAAAA.
marginofdanger on X
Seems like $MLP may be selling its water assets to Maui for $30 million https://t.co/hFHq1VRZ20
TDC · short Teradata CORP
Teradata is a short as its on-premises analytics business declines while enterprises shift workloads to cloud-native platforms.
