Sector
Everything our editor has picked under this sector, best first.
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David Orr @orrdavid of Militia Capital will be a featured guest speaker at our upcoming Ideas & Networking conference in NYC on October 1st… come hear me interview David live! $ORR More info here (less than 30 spots remain): https://t.co/IEMtdrPvyf https://t.co/rd2DLEmJwy
@InvestorMexican Do you follow Yuval Taylor/Fieldsong Investments? Was just looking at $BUKS earlier today because he mentioned it on an @IdeaBrunchEmail interview in April (along with $SIF).
When I read that a PM got a $50 million bonus for joining some pod shop, does anyone know what that means exactly? Like are they front loading some percent of future earnings etc? Or is it more like $50 million + $30 million/year from there so long as they do well? Also, does anyone know if this is all generally taxed as ordinary income? And finally, what options does that PM have for reinvesting his own money. $VOO etf is probably fine, but I'm guessing no active trading of any kind in their personal account?
My Q&A with @mascarosergi is finally ready. “For now, I’ll be calling these chats: Investor Notebook… Over the last few weeks, I’ve been doing a good deal of communicating with Sergi. So many of his X posts talk about stocks I own, like $OCC & $SCIA.” https://t.co/OMLyMQTtQc https://t.co/aEKRUefiVm
Groupon CEO Dušan Šenkypl and CFO Rana Kashyap discuss rebuilding the local-experiences marketplace with AI infrastructure, better…
@AndrewRangeley did a great pod with Zack from Buckley Capital on $PRTH. See the screenshot for a brief breakdown of the discussion. Full SSI write-up below👇 https://t.co/qhyD9esgF5
Great @YetAnotherValue interview with Zack Buckley on Priority Technology $PRTH out today. If you had told me that PRTH would only be up 65% (including massive, unwarranted share-price volatility) from my 5/2024 article after: ° Enormous capital structure improvements (expensive pref was strangling profitability) ° Successful deleveraging ° Solid business execution I would have been very surprised. It is a shame CEO Priore chose a take-private offer rather than capital allocation/return strategy (which I advocated for). Would have been easy enough to stabilize the equity and in my view rocket it higher over time - creating a successful, useful public equity and track record.
Priority Technology's CEO-led $6.00 to $6.15 take-private faces opposition citing a $12 to $19 valuation, while the special committee…
Ryan Tunis discusses P&C insurers, favoring Travelers over Chubb in a soft commercial market and calling AIG a near-book-value self-help…
Limbach's EBITDA fell 30% as organic revenue declined, but 1 Main Capital calls the weakness temporary and views CYMCOR as its first…
@SebKrog . @pernasresearch knows $CEPL well.
Limbach’s CYMCOR acquisition targets data-center exposure after organic revenue fell and EBITDA guidance dropped from $90 million to $80…
Sol Bier and Factorial Funds backed SPCX, Anthropic, Perplexity and ElevenLabs early. A conference interview covers Sol Bier’s venture investing.
Nvidia’s earnings report follows Danny’s pre-results long NVDA call and prompts a review of his “Bullmonia.
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…
DNOW's MRC merger targets $75 million of synergies and $350 million of 2027 EBITDA, with a $30 to $32 2029 case relying on multiple…
@Ghostlike @TheOneLanceB You’re missing critical context on my $AMZN trade. If you care to dig in, start with my high-level breakdown on this week’s @TheICHpodcast.
Hims & Hers investor Paul Cerro is long again on lab and patient data driving retention and LTV, despite management concerns, GLP-1…
Pernas Research names Capstone Energy and Stabilis Solutions as AI data-center power beneficiaries, alongside Tenable, Upwork, Wise and…
Daktronics allegedly paid Kawhi Leonard millions in a hidden sponsorship deal tied to the Clippers’ Intuit Dome, raising fresh questions…
Hims & Hers investor Paul Cerro is long again on labs and patient data raising retention and LTV, despite stagnant subscribers, GLP-1…
Roderick van Zuylen discusses Night Watch’s value strategy, catalyst-driven screening and positions in Asian equities including Dream…
The Stansberry Investor Hour features a discussion of Constellation Software’s AI prospects and Natural Resource Partners.
Cedar Creek Partners Q2 letter released. 12.6% in 1H26 net of fees and expenses. $SODI $EXCE $HRBR $PHIG $ENDI $QUCT $STLE $SLBK $RVRF https://t.co/d794sYsHAT
