VSNT Eyeing STRZ Despite Divergent Growth Forecasts
$STRZ Stock ripping lately... CEO incentive comp is old news (Nov 2025) Hmm... VSNT likely acquirer here... they want non-linear revenue streams and STRZ gets 70% of revenue from digital sell-side penciling ~3% EBITDA growth '26-28 for STRZ vs. 12% decline at VSNT https://t.co/kOTAwW2Pc3
CEO Leverages Claude AI to Explain Business Case, Margin Loan
$KPG.AX CEO uses Claude to lay out the case for the business and addresses personal margin loan situation Good stuff
Considering Selling $VSNT as It
Now that it's becoming socially acceptable to own $VSNT, I'll probably start selling my position Here's the Einhorn note on it https://t.co/aCz9NT3GB6
Investing Metrics Often Mislead: FCF & EV Errors
Second this... there's also periodic misinformation in these investing tools, especially with FCF and enterprise value calculations... leases, IFRS interest cash flows, capex/intangibles, other stuff
LEG Sale Undervalued
Super disappointed in $LEG sale outcome... shares are worth more than the $11-12 outcome... plus, LEG is inning #1 of capital allocation inflection https://t.co/VflyivPAAE
GEN Stands Out: 6.5x P/E, 12.5% EPS Growth
Cheapest software names based on forward P/E (market cap >$2bn) I'm a fan of $GEN on this list... 6.5x earnings with 12.5% estimated EPS growth next 3 years https://t.co/TPgzemEkVy