ToffCap on X
I'm perfectly fine doing this EVERY quarter $MRX https://t.co/xMuf6mnfZZ https://t.co/Jb4Fy7UUyi
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Every article we have published, filed by the company it is actually about.
1910 articles about companies over $300M
Under The Hood: Domino's Pizza - $DPZ
Domino’s 99%-franchised model converts global retail sales into royalties and supply-chain revenue, but $4.8 billion of debt and mature…
OTIS · long Otis Worldwide CORP
Otis Worldwide's largest global elevator installed base generates 95% recurring revenue, with service margins above 90% supporting a…
ZTS · long Zoetis INC
Zoetis, the animal prescription-medicines company, is presented as a long investment despite concerns around its 2026 and 2027 outlook.
BCO · long Brinks CO
Brink’s $6.6 billion cash-and-stock acquisition of NCR Atleos underpins the long case, citing strategic and financial rationale.
PRYMY · short Prysmian Spa
Prysmian (PRYMY) is presented as a short position.
DOMO Capital Management, LLC on X
Pretty crazy, forgot about this $GME / $EBAY exchange. This has to be 5+ years old..... Definitely miss the @TheRoaringKitty live streams... Very sad. https://t.co/bAJxLjI7QT
Fierce_beast on X
11 reasons for why i'm long $goog: https://t.co/2HTd3mVPKx
Will the real AI company please stand up?
Entravision’s Smadex and Adwake mobile ad platform generated $154 million in Q1 2026 revenue, up 204% year over year, using proprietary…
Novo Nordisk Q1 2026 Review: The Reset Year Looks Less Ugly Than Feared
Novo Nordisk’s adjusted Q1 sales fell 4% despite 22% obesity-care growth, as lower US prices outweighed volume gains.
Psyop Capital on X
https://t.co/T8yX0dSc2e $OTCM rev +15% EBIT +19%
Bumble Q1: A Hated Stock, a Product Rebuild, and a 30% Owner Earnings Yield
Bumble’s Q1 revenue fell 14% to $212.4 million as paying users dropped 21%, while marketing cuts lifted EBITDA margin to 39% ahead of a Q4…
Coupang 1Q26 Business Recap: Data Leak Shows Member Strength
Coupang’s data scandal cut active customers to 23.9 million, but 80% of departed WOW members had returned by April as vouchers and…
ToffCap on X
Marex $MRX Q1 rev +48% yoy, EPS +55% https://t.co/bYO0DYYPjF
MIDD · long Middleby CORP
Middleby trades at about 11 times EBITDA, below its history and peers, as a sharper management focus is expected to address the commercial…
GPC · long Genuine Parts CO
Genuine Parts trades at roughly 9x EBITDA as cyclical weakness and elevated NAPA investment temporarily depress earnings.
Psyop Capital on X
@finphysnerd $cme and $otcm are in this category and are reasonable
Timyan Bank Alert on X
Fresh $CFFN 13d by @HoldCoAM https://t.co/ecXNkAUTeX
Timyan Bank Alert on X
@thebankzhar @SteveChuck5 There are many candidates for $BANR to pursue next. $CSHX $CWBC $OVLY $PVBK $SFBC the list is endless. https://t.co/ssMeFndZzi
Timyan Bank Alert on X
In Play Today: UMB Financial $UMBF reiterates future M&A requirements; Blue Owl rejects buyout offer | S&P Global Market Intelligence https://t.co/qDTqHhJTSr
April Earnings Update
Crocs raised 2026 EPS guidance to $13.20-$13.75 and bought back $73.6 million of stock, while Huntsman, Pitney Bowes and Alpha…
AAON · long Aaon INC (aaon)
AAON is presented as a long investment idea, revisiting a company written up as a short nearly a decade ago.
RSI · long Rush Street Interactive INC
Rush Street Interactive (RSI) is presented as a long investment idea.
ToffCap on X
Let's not forget this is the CEO that actually wrote "our share price is candidly, and please pardon my language, way too f-cking low." Global Net Lease to Acquire Modiv Industrial in $535 Million Transaction $MDV $GNL
