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Every article we have published, filed by the company it is actually about.
1851 articles about companies over $50M
@ShmuelLon I actually don't think $PFF is the best expression of this trade, I'm just using it here cause it's got a long track record. But I've been going through the securities in stuff like $PGC and $PGF and I think as a basket they're very attractive.
PLTR 2026-08-21 
Elizabeth Pramila 1 clickHeres a portfolio that's 80% $SPY, $70% $TLT, -70% $PFF, 20% $GLD. Similar return with way lower volatility. Obviously this is just backwards looking, but there are structural reasons why this kind of mix works (Preferred stocks suck, most of the alpha is there). https://t.co/pfsyWJG2f2
My largest short is $PFFD a preferred ETF, but I'm switching the exposure to $PGF. Even though it's 2% borrow vs 1% for PFFD, PFFD has 25% exposure to mandatory convertibles that essentially act as equity. Meanwhile PGF is full of low yield, perpetual, callable preferreds, which
@taobanker This is reasonable. I guess the counter would be that current business momentum is much stronger than at least $LULU, I haven't looked at Gap or BBW
CORT 2026-08-21 
ChuckJones 1 click@finphysnerd @taobanker A sentiment check on X searching $DECK, its universally positive except @CatNyanpital who is the only bearish comments on this name. Doesn't mean it can't work though
El Al trades near 2x EBITDA after wartime near-monopoly profits, with $1.3 billion of net cash and owned aircraft weighed against…
BAC 2026-08-20 
Prakhar Agarwal, CFA 1 click@Goldridge_Cap $KWY I only think about per share growth. This assumes they are only issuing a small number of shares each year under their executive comp plan. Not additional shares to do acquisitions.
@Goldridge_Cap $KWY Great questions. If they continue to have quarters like the most recent, they will deserve a 20x multiple. If they reinvest cash flows and can grow at 15-20% per year, a 20x multiple seems reasonable. That is why the next 4-6 quarters will be so valuable to review.
Contrarian view: $MRNA raises equity in next week. Bullish. No equity raise in the next 2-3 weeks? Very bearish.
It is simple: $NVDA is using vendor financing to avert margin pressure and market-share loss. https://t.co/IlD9IHVhP8
@HiddenGemsInves $CLPT $NURS.v $ZDC.v $PNG.v $OUST
@HiddenGemsInves @friedoystercult @MikeFritzell FYI- $ISSC is now $IA
El Al’s wartime near-monopoly has produced net cash, owned aircraft and a 2x EBITDA valuation, while regulatory obligations, customer float…
$SGA "the best media company on the planet" And they keep saying that after failing to deliver quarter in, quarter out... https://t.co/gxeMvEC7OM https://t.co/NPOOWjERL4
@SixSigmaCapital I will believe that $MRNA cured cancer when Bancel and Hoge go a year without selling shares
PTLO 2026-08-20 
KC Research 2 clicksDid Moderna $MRNA just cure cancer? Probably not https://t.co/QBodzsTaZD https://t.co/qFRucE9ri8
Instacart’s per-order unit economics provide a benchmark for assessing DoorDash’s LTM profitability and operating model.
@oscarazocar50 $KWY KSX EBITDA of $4.3 million and warranty modified cash EBITDA of $2.9 million. The modified cash number for warranty is really the proper metric. Those numbers were in press release.
@Pray4Equity Growth stuff like this where there's no valuation bottom I set a hard 5% max rule. $RDDT started there and is now at 4.
$WMT talking about investing heavily to lower prices with the bulk hitting at the end of Q2 and the real impact to be seen in Q3 and Q4....how is that not a negative for $TGT? Consumer incremental weaker according to wmt mgmt and while TGT has stepped over low comps, and created some traction with new assortment at current prices (17x next year on 3% growth and actually declining earnings yoy) very difficult to argue Target is cheap and isn't going to be threatened by new price competition for tighter wallets across WMT and TJX
