Search
Every article we have published, filed by the company it is actually about.
1847 articles about companies over $50M
@UnderlyingValue Yeah, they've mostly come through with what they said they would do over the years. They're also non-promotional. The operating leverage in the model is substantial. A comp just went bankrupt. Some good stuff here. Thanks to @OlivierColombo for pitching $LEAT to me in 2019.
Lots of information arbitrage homework to do this weekend… $LEAT is probably my favorite set up right now from the latest batch of Delta Sheets.. Also closely watching $PRPO sales/scale expansion strategy. https://t.co/jsup7PKOb7
UUUU 2026-08-22 
Joseph L. Shaefer 1 click@davey_juice @taobanker I own both. $NU seems inevitable. $INTR more execution and single-market risk but a lot more upside if it works and gets rerated.
@PythiaR @BillBrewsterTBB You know it’s Joe Burnett! $MAMA ceo Adam Michaels is impressive
LLY 2026-08-22 
Instacart’s larger grocery baskets create disproportionately better delivery economics than DoorDash’s, making half the basket size worth…
NVDA 2026-08-22 
Uttam Dey 2 clicks@taobanker $INTR at 1.2x book 5.5x '27 earnings with a 16% ROE growing at 20% a year probably qualifies. But yes, $BLX is incredible and I still kick myself for selling most of my position at $25 after buying at $15. Grabbed defeat from the jaws of victory there.
TGTX 2026-08-22 
ONeil Trader 1 click DKS 2026-08-22 
Mike Arnold 2 clicks OPLN 2026-08-22 Mike Arnold 1 click AMAT 2026-08-22 
The Curious Analyst NEXT 2026-08-22 
Capital Connoisseur STX 2026-08-22 
Cavenagh Research 1 click CNC 2026-08-22 
Chris Bazzle O 2026-08-22 
IWA Research GD 2026-08-22 
Burak Kaan Yilmaz @be4_the_h3rd @JasperRidley $xgn just getting started imo
@WaterworldCapi1 @tierrapartners $ARQQ and $BTQ as well.
@nkreu113r Somewhat at odds with $DXYZ up like 50% this month.
@BoxLongs Wild truth is that if $SNAP chooses they can earn over $1/share in FCF next year. $5 stock.
Bought $TTWO after seeing the GTA VI leaked footage. Forget the graphics. Unpolished gameplay is showing a massive leap in world density, NPC behavior and systemic depth. The world feels alive. First real evidence GTA VI may actually be a generational leap. That’s the signal. https://t.co/r6HKMVSYgc
Blog post alert: $MRNA https://t.co/32w6RYXr0p
