Lincoln Post: NFLX and Theaters, FCNCA Earnings
Netflix’s proposed Warner Bros. acquisition could preserve or expand theatrical releases, supporting cinema chains such as Cinemark and…
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1927 articles about companies over $300M
Programmatic DSPs
Entravision’s Smadex AdTech unit generated 104% revenue growth and 378% EBIT growth, becoming the main upside driver after Meta ended its…
Mispriced Kalshi Contract: Condiment Bar
Kalshi’s 76% contract price for Starbucks saying “condiment bar” on its next earnings call exceeds a transcript-based estimate of 31.6%.
Porter Collins on X
@JeffreyCherkin Not a bad purchase of $FTAI this time last year < $90! @MelissaLeeCNBC
Affirm (AFRM): Buy Now, Cry Later
Affirm, a $25 billion buy now, pay later lender, faces a short thesis comparing its model with failed subprime monoline finance companies.
Portfolio Update - January 2026
Portfolio update exits The Trade Desk, QXO and Park Hotels, then adds Tencent at a 35% discount, SoftBank for AI exposure and HelloFresh at…
Laughing Water Capital on X
Sounds like terrestrial GPS is being prioritized $NN https://t.co/EZoHuCydcB
FTAI Power and QXO's next aquistion
FTAI Power plans to convert CFM56 jet engines into 25 MW gas turbines for data centers, targeting 100 annual units and $750 million to $1…
Coupang Expert Insight Interview (No Paywall)
Coupang’s former strategy VP discusses Taiwan expansion, 1P-versus-3P economics, margins and competitive risks as CPNG trades 35% below its…
LandBridge: It’s the Pore Space Stupid!
LandBridge’s produced-water pore-space royalties, 69% of Q3 2025 revenue, offer durable value beyond its volatile Permian data-center…
Fred Liu on X
#Southeast Asia Logistics Where there used to be dozens of players, now there's just two that matter - Shopee Express, and J&T (>60% combined market share). In a high fixed cost business, Scale > Order Density (across both Geography x Time) > Lowest Cost per Parcel = Competitive Moat. Parcel delivery cost has declined -45% over 4 years. h/t @momentumasia. $SE $1519.HK
Uber Stock Breakdown (Five Minute Money)
Uber’s $50 billion revenue and $4.5 billion operating profit reflect a turnaround from years of subsidy-heavy growth, with autonomous…
Laughing Water Capital on X
$NN https://t.co/WSPZtvXkj1
Laughing Water Capital on X
Terrestrial backup to GPS is essential. $NN https://t.co/sCRxCPCldm
Coupang Expert Insight Interview (No Paywall)
Coupang’s former strategy VP discusses Taiwan expansion, 1P-versus-3P economics, and competitive risks as $32 billion of LTM revenue…
Green Dot: Creating a Standalone BaaS Bank
Green Dot creates a standalone banking-as-a-service bank.
ContextLogic
ContextLogic is acquiring US Salt for $907.5 million, pairing its $2.7 billion NOLs with an acquisition-led platform backed by Abrams…
Operating Leverage as a Source of Market Inefficiency
Mastercard added $2.6 billion of revenue from 2005 to 2010 while expenses rose only $0.3 billion, illustrating how extreme operating…
Telephone and Data Systems (TDS): The New TDS
Telephone and Data Systems, a $4.8 billion telecom holding company, is being reassessed after a decade of convoluted investor messaging.
Return of the Power King
China Yuchai (CYD) seeks a 2026 rerating as governance normalization, global expansion, AI data-center power demand, and green-powertrain…
Contrarian Low-Cost Producer at a 15% FCF Yield + Excess Real Estate
California Resources (CRC) trades at a 15% FCF yield, owns roughly $80 per share of proven reserves and acquired Berry Petroleum at a steep…
Connor Haley on X
@AndrewTakes @taobanker @CGSCapital @Compounding_K @AKWilk 1: NATL ATMs predicted to be more stable/improving than declining. We address this extensively in our report. 2: absolutely when business is growing rapidly on a per share basis. Look at $DBD which trades at a big premium despite growing slower.
Laughing Water Capital on X
In case you had any doubts on the case for terrestrial GPS. $NN https://t.co/js8mXHYTA6
Data Centers in the Permian Basin Part 3 - First Comes Power
Chevron’s proposed $6.5 billion, 2.5GW West Texas gas plant could support Permian AI data centers, with TPL, Oxy and WaterBridge land…
