mavix on X
I just published the Earnings Update about the Shelly Group $SLYG H1 2026 results. You can find it in the Portfolio section of the blog :) https://t.co/8oHEkLEiea
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Ian Bezek on X
Corporacion America Airports $CAAP announces a 91 cent dividend, nearly a 4% yield on today's stock price, and 40% yield-on-cost for people that bought in 2020. The top complaint about CAAP had been it didn't pay a dividend, so that it is now resolved. ✈️
Shitcos, Griftcos, and alignment versus enrichment at $IREN
IREN awarded each co-CEO roughly 9 million RSUs, about 2.5% of shares and $400 million, in exchange for no further equity grants until…
Coursera INC
Coursera's combination with Udemy creates an online learning platform serving over 270 million learners with hundreds of thousands of…
Iqvia Holdings INC
IQVIA runs drug trials and gets paid regardless of whether drugs pass, while trading at a COVID-low multiple with potential AI benefits.
Nxp Semiconductors NV
NXP Semiconductors, the global automotive-chip leader, has delivered 12.5% compounded EPS growth and is presented as a long investment.
Galaxy Digital INC
Galaxy Digital (GLXY) is presented as a long investment idea.
Puregold Price Club INC
PureGold Price Club, the Philippines’ largest food retailer, operates hypermarkets, supermarkets, minimarts and S&R membership warehouses.
$NU: is Nubank Capital One in 1994 or Capital One in 2006? | Vanshap Capital
Nubank's 140 million customers, 20% efficiency ratio and 30% ROE frame whether its high-teens P/E reflects a scalable fintech or a maturing…
Timyan Bank Alert on X
Community Corner: $HBT Financial's buying power gives it an edge in Illinois bank M&A | S&P Global Market Intelligence https://t.co/R8CBN3O7t8
Raging Capital Ventures on X
Overview of new Permian gas takeaway options $ET https://t.co/d6v7olZYwB
Timyan Bank Alert on X
Some may not have noticed that this fellow now on the $EGBN was a 3rd party rep on the $BRBS board. Activist investor prepares for round two with Maryland bank https://t.co/j264ThuQ0C
JabroniCoin.USD on X
$ACMR evolving its institutional shareholder base as its earnings power & liquidity increase: US-listed bet on China Semicap. Capital Group now top 4. Ward Ferry, 12 West, Citadel… https://t.co/7mMHvefEYe https://t.co/cY0fynu04r
JabroniCoin.USD on X
The $ENVX chart looks like a battery losing its charging capacity over time… https://t.co/kOK3rpZR17
Mike on X
Espey’s sole-source submarine power components could benefit from more than $70 billion in funding, depot repair stocking and design freezes that favor incumbent suppliers.
$NU: is Nubank Capital One in 1994 or Capital One in 2006? | Vanshap Capital
Nubank’s 140 million customers, 30%-plus ROE and 20% efficiency ratio fuel a debate over whether it is an early Capital One or a mature…
Why DoorDash’s Autonomous Strategy Beats Uber’s Hodgepodge
DoorDash’s integrated autonomous-delivery strategy contrasts with Uber’s 2026 divestment of Serve Robotics, its former delivery-robot…
Chris Camillo on X
@ryanTesling @mact3333 @Kalshi_Finance Unless I’m not in a short-dated highly leveraged trade, I’m not paying attention to the day-to-day. I want to see $AMZN go down so I can re-lever at lower prices.
BDC on X
$MOB making it clear that they stand to benefit from higher drone tariffs. https://t.co/s9NvgFyjtw
Stock Trade Compilation Diez
E.W. Scripps, Team Internet, Monro, doValue and Inter & Co feature as special-situation trades involving mergers, asset sales, leverage and…
United States Oil Fund Lp
United States Oil Fund faces a short case tied to a long-Brent, short-WTI trade as Strait of Hormuz closure risk disrupts oil markets.
The $1.5 Trillion of Hidden Debt Fueling the AI Boom | Robin Wigglesworth of FT Alphaville
Hyperscalers’ off-balance-sheet lease and purchase obligations rose from roughly $1 trillion to $1.5 trillion, turning the AI buildout into…
David Orr on X
@keisan_15 Yes that is why I liked $MEDP
David Orr on X
AI-driven biotech research and age-reversal technologies could produce the world’s most valuable companies within 10 to 20 years, while legacy medical research firms fall behind.
