Search
Every article we have published, filed by the company it is actually about.
2189 articles about companies over $50M
Portfolio end of April '26: Centrotec $CEV.HM Evolution $EVO Secunet Security Networks $YSN Leatt $LEAT Toyokumo $4058 Biorem $BRM.V (prev. undisclosed) -undisclosed- -undisclosed- Circle SpA $CIRC.MI Lindbergh $LDB.MI Shelly Group $SLYG ErreDue $RDUE -undisclosed- (New) (1/2) https://t.co/VTMaRmREFr
ZG · long Zillow is pitched as a long with a $72 target, implying 58% upside from trough earnings and a trough valuation multiple.
PEPG · long PEPGen (PEPG) was bought at $1.40 in February 2025 and sold in the mid-$3s the next business day.
If you're in the 'SoH closed / oil higher for longer' camp, just know that it will be a PERFECT environment for the spec chems disributors. And they are just starting to rebound from pretty low levels. $BNR $IMCD $AZE
▫️$4058, $SLYG, $EVO, -undisclosed-, $LDB.MI, $CIRC.MI, $RDUE, $TRT.L
I just published my Portfolio Update for April '26. It includes: ▫️My full Portfolio & position sizes ▫️Short introduction of 2 new stocks in my portfolio ▫️Reasons why I sold $FQT & $ALLOG.PA ▫️Earnings Update about $BRM.V, $FQT & $EVO ▫️Recent news & information about: (1/2) https://t.co/aOHLmVU17u
Meta’s Q1 2026 revenue rose 33% as ad impressions gained 19%, while AI-driven ranking and targeting lifted engagement and conversion;…
Lynrock using the strong share price move to take some chips off the table $RDCM https://t.co/Es7p8XSA9w https://t.co/2l52A8yPOB
if "MNO’s will never give SpaceX and Amazon low band" is true, then invert the logic and consider what SpaceX, $AMZN, and the MNOs would pay to prevent someone else from getting $NN's low band. This how you get the extreme upside case. Multiple parties that NEED to own it. https://t.co/EnjF9Wpc86
Vistance $VISN selling Ruckus for $1.85bn. Clean up continues https://t.co/and6BAfSyY
QXO · long QXO, led by Brad Jacobs, is consolidating North America’s fragmented building-products distribution industry after rapidly building scale…
PSKY · short Paramount Skydance (PSKY) is a levered media conglomerate expected to merge with Warner Bros. Discovery in the third quarter.
PTON · long Peloton trades near $5.50 with a $2.3 billion equity value and $2.7 billion enterprise value after weak December-quarter earnings and its…
IMMR · long Immersion Corp. (IMMR) is presented as trading at a 121% discount to estimated fair value, with a projected 100%+ return within months.
GXO · long GXO Logistics is undergoing transformation under new leadership in the growing contract-logistics business.
@DSacksCreative $NN The low band spectrum controlled by NN is quite valuable. $GSAT is a terrific comp. Sold for 11.6 billion. In many ways, our spectrum is extremely valuable and can carry more data and is more vital. Very desirable asset.
Meta grew first-quarter revenue 33% as AI lifted engagement and ad conversion, while data-center depreciation cut margins and personalized…
GPGI, formerly CompoSecure, is David Cote’s $4.2 billion industrial acquisition platform, managed by Resolute Holdings for 2.5% of adjusted…
Wow!!! $CBZ surprise, surprise... AI hasn't killed the #7 accounting firm in America. Shocking 😆 https://t.co/aMaOmLZK4B
For those interested, Solitron Devices $SODI Annual Meeting from last week was recorded and is available on Solitron's IR page. https://t.co/2Ijmz7MnjL
SharkNinja, spun off from Hong Kong-listed JS Global Lifestyle and listed at $42.31 in July 2023, is pitched as a 40% upside compounder.
Seems like $PSUS and $PS going to trade worse than I expected. Looks like PSUS could open at a 20% discount to NAV and PS to trade below the $10 bn valuation from the latest 3rd party pre-IPO raise. https://t.co/Ix6uqF61LJ https://t.co/F5UNDNNVMb
@EricTheUmpire If you want exposure, buy $PSH.LN (or $PSHZF) which is trading at around 70% of NAV (implies $35/share for $PSUS). https://t.co/oSFLPLfnqr
This morning, Alta Fox published a press release and full thesis deck on $PBH CN (Premium Brands Holdings), a business we believe is significantly undervalued with 75%+ upside in our base case. The materials outline our investment thesis and highlight specific steps management can take to help close the discount to intrinsic value. Press release: https://t.co/gggqD1X7vZ Full deck: https://t.co/ZHKQmeWhmO
