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Every article we have published, filed by the company it is actually about.
913 articles filed by company
Ok so $GOOGL says: -capex materially higher -Q3 cloud margins lower due to 3P capacity used at higher cost -search revs to slow on tougher comp -ambiguous word salad wrt to capex ROIC -ATM not used yet (maybe that's a mistake?) -No buyback in the Q
Leatt $LEAT Q2 '26 results: ▫️Revenues +1% *Consumer Direct +68% *Dealer Direct -2% *Distributor -6% ▫️EBIT -17.7% ▫️Net income -20% ▫️Cash of $19.5 million (+48%) ▫️Temporary supply chain timing challenges (now resolved) ▫️Consumer demand remains strong https://t.co/z8aStbpiKa
Kenneth Dart’s Candle Lake offers 695 SEK per Evolution share after triggering a mandatory takeover bid, with acceptances due August 17 through September 15.
Fuel Tech's new CEO, formerly of CECO, may target Fuel Tech's high SG&A costs and improve margins.
Shelly Group $SLYG H1 '26 results: ▫️Revenues +26.5% ▫️EBIT +45.6% ▫️EBIT margin of 26% (vs. 22.6%) ▫️Net result +51.4% ▫️OCF +260.6% ▫️FCF +354.3% ▫️Cash +133.1% ▫️DSO of 147 days (-21) ✅ Guidance confirmed https://t.co/do39CfwTEk
@kingtutcap I know $VELO well any others to look at? Maybe something involved in missile production?
Good numbers from Broadridge $BR. Stock was stupid cheap a few weeks ago, hit 14x trailing eps for a capital light monopoly
@BlackScholesMan 37% hours earned increase on Columbia program is bullish for $ESP
Fulcrum Therapeutics, $FULC, trades below net cash as Tang increases his stake and insiders with capital-return records hold large positions. Its shell value could draw reverse-merger interest.
$LRCX is $RELL biggest customer and has a record up day today, on the back of strong earnings from Richardson. https://t.co/Jowt0qmxXX
Sundar on ROIC: "It's very early" "still supply constrained" "multi year view" That should help everyone understand $googl
$STIM https://t.co/OQ9UgUPoo4
Bullish $amzn Former BAM teammates ftw ! https://t.co/MEg0CbeWq8
SanDisk’s forward EPS estimates have diverged sharply from its share price as the investor remains short the semiconductor ETF SOXX.
Netflix’s incremental margin fell to 28% from 36% as technology spending rose 22%. Sports rights and short-form investment could slow operating leverage beyond the second half.
Jorey is sizing up ahead of what mgmt has called a "hockey stick" 2H on the back of production orders scaling on at least two key PORs. $MOB https://t.co/5qF3GZFcFZ
Looks like the small cap sage Jorey Chernett has filed on $MOB. He is long term, buys in size, and will rattle cages if needed. Fantastic endorsement.
$STIM owns clinical distribution infrastructure for psychedelic treatments, while its stock price implies zero or negative equity value for the asset.
I remember the days when these 4 stocks going up by this much meant the $SPY was +2% on the day (at least). Says a lot. https://t.co/aLdbQlfL7W
$toi https://t.co/9pfaLXskXk
Greenbrook TMS operates about 95 U.S. treatment centers administering Spravato and NeuroStar TMS, with more than 60,000 patients treated and 2 million treatments delivered.
https://t.co/irXJODueym $ALAR is under investigation from the FBI. Many of the same hypergrowth microcap accounts that were pumping it a few years ago were also long Intellego before it collapsed under fraud revelations
If you’ve been following the $PESI situation, this is important reading. Especially regarding grouting 200E waste. https://t.co/bsf03iTPKg
@DeepSailCapital $RDCM is interesting.
