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2173 articles about companies over $50M

[VRSK] Verisk has standards

Verisk’s exit from healthcare, financial-services and energy data restored a pure-play insurance analytics model, but D.E.

SPSC · long

Sps Commerce INC

SPS Commerce, SPSC, runs a network software platform that lets retailers, suppliers and 3PLs exchange supply-chain and trading information.

OSW · short

Onespaworld Holdings LTD

OneSpaWorld Holdings, the dominant outsourced cruise-ship spa operator across more than 200 vessels, is the subject of a short thesis.

@BrokenMoats

Broken Moats on X

If/when @altcap and $NVDA sell their shares in the next year or two, how is this different then what Andrew left did twitting a thesis and going to do the opposite shortly after?? That was deemed illegal and I am sure there they'll blame some event in the near future that disrupted their thesis, etc but this feels no different then self promotion in the opposite direction Bigger issue is existing shareholders from dramatically lower prices going on a retail oriented TV program to hype their holdings to buy in at inflated prices is blatantly perfidious and morally bankrupt. Bookmark this for when they sellout. Amazon ipo at a $438m valuation and Google at a $27B valuation by law of large numbers his statement is already categorically false unless all of GDP will be produced by these 3 companies
MOH · long

Molina Healthcare

Molina Healthcare faces unprecedented Medicaid managed-care cost inflation and margin compression after its shares declined since October…

When the Ducks are Quacking

Ford’s 1956 IPO sold 10.2 million shares at $63 each after Goldman Sachs helped resolve the Ford Foundation’s voting-rights problem.

TOYO · short

Toyo CO LTD

TOYO CO LTD is the target of a short thesis.

ENS · short

Enersys

EnerSys faces a short thesis as data-center and warehouse vehicle customers shift from lead-acid batteries to lithium-ion.

CDNL · short

Cardinal Infrastru Group INC

Cardinal Infrastructure Group faces an IPO lockup expiration amid stretched valuation and reported metrics, with an Up-C structure…