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Everything we have picked from this writer, newest first.
Scholastic targets 2–4% fiscal 2027 revenue growth and $135–$145 million of adjusted EBITDA, with new Harry Potter and Hunger Games…
Valkyrie Trading Society 4 clicks
GitLab's Q2 FY2027 beat and raised guidance reflect large deals, paid consumption growth and AI demand, while valuation rests on revenue…
Research and Value 4 clicks
Roblox needs an estimated $6.5 billion in revenue to break even, versus $4.9 billion projected for 2025, making sustained growth and cost…
Hong Chew Eu 1 click
Oklo shares have fallen 77% since October 2025 as commercialization slips beyond 2027, revenue estimates fall and dilution continues.
Ian Bezek 6 clicks
Energy Transfer's volume growth and data center demand support EBITDA above guidance, potential Q3 upgrades and distribution growth.
White Star Research 3 clicks
Domino's Pizza Group trades at 11.68 times earnings with a 5.54% dividend yield, while half-year results point to an early UK turnaround.
Philipp Brohl 3 clicks
JPMorgan says oil prices are increasingly hard to model as market buffers weaken, prompting a scorecard ranking energy stocks by upside…
Dilantha De Silva 3 clicks
IonQ's Q2 2026 revenue rose 287% to $80.1 million, but durability hinges on its $485 million RPO and enterprise adoption for production AI…
Deep Value Investing 2 clicks
Berkshire Hathaway's succession elevates Greg Abel to CEO and Howard Buffett to chairman, reinforcing its acquisition, buyback and…
Jim Sloan 7 clicks
Vista Energy's Q2 2026 production rose 32% and revenue 89% as Vaca Muerta acquisitions expand its Argentine export platform and cash…
Alan Galecki 6 clicks
PHINIA’s tariff-free Q3 EBITDA must exceed $132 million to prove organic growth.
The Sharpe Quest 2 clicks
Honeywell is refocusing on automation after its Aerospace and Advanced Materials spinoffs, with a 1.1x book-to-bill ratio, raised guidance…
Gen Alpha 1 click
Celestica expects 2027 revenue growth above 65% as 1.6T, 800G and AI rack programs ramp, despite $1 billion in 2026 CapEx and 10% share…
Pythia Research 3 clicks
ASR’s $992 million Motiva acquisition broadens its South American airport network after a 25% YTD decline, while its 8.5% FCF yield and…
C Jessen 4 clicks
Maximus trades at 6.9x fiscal 2026 EPS guidance after the VA paused medical-exam incentives, below Leidos and Booz Allen despite lower…
Avalon Capital Research 4 clicks
Atlassian targets a $140 billion market growing 14% annually, with Rovo reaching 5 million monthly active users and assisted actions rising…
Muhammad Cheema 1 click
Birkenstock targets 13–15% annual revenue growth through FY2028, driven by APAC expansion and closed-toe footwear, while trading at 13.44…
Roman Vitasek 4 clicks
EuroDry shares rose more than 300% year to date as dry bulk markets strengthened, but an aging fleet, no dividend and a $20 million equity…
Henrik Alex 5 clicks
Navios Maritime Partners targets $150-plus per unit by late 2027 as dry-bulk cargo demand, fleet scarcity and $200 million of buybacks…
J Mintzmyer 2 clicks
AMD’s MI455X offers 432 GB of HBM4, 50% more memory than Nvidia’s Rubin, positioning it for memory-intensive enterprise AI agents.
Simple Investment Ideas 4 clicks
BW LPG has Q3 VLGC rates mostly fixed at $88,000 a day against a $24,900 breakeven, supporting elevated earnings and dividends before new…
High Alpha Professor 
The Metals Company’s U.S. commercial permit pursuit makes it a first mover in deep-sea mineral extraction, with regulatory progress central…
KC Research 
Credo Technology bypasses the indium phosphide laser shortage with its optical portfolio as AI infrastructure demand shifts toward 1.6T…
Dustin Quasney 4 clicks
Nutex Health raises its target price to $290.43 as FY2026 EPS consensus reaches $27.79, leaving NUTX at 10.5 times forward earnings.
Adam Schadt 5 clicks
