Spirit Airlines Spent $1.61 for Every $1 Earned.
Spirit Airlines Spent $1.61 For Every $1 It Took In — New Filing Shows Why It Couldn’t Be Saved - View from the Wing https://t.co/Fwc1cG5SPG
Unitree's $7B IPO: Profitable Humanoid Robot Pioneer Undervalued
Am I missing something?? I just found out Unitree is about to IPO in China at just a $7B valuation. This seems dirt cheap. For context, they are literally the only profitable humanoid robotics company on earth right now. And this will be...
Galloway: Market Severely Undervalues WW's Brand and Growth Potential
"We believe the market is dramatically undervaluing WW’s brand, clinical business, member ecosystem, and long-term strategic potential," said Bruce Galloway, Chief Investment Officer of Galloway Capital Partners $WW https://t.co/0PGyApZ7hM
Customers Pull Back, Prompting SaaS Bear Market
Opening of the $GTM call basically the SaaSpacolypse bear case in a nut shell: things were going well to start the year.... but customers pulled back in March as they began to wonder what could be bought versus built. Cutting...
Markel Canada Leverages AI Pricing, Dip‑Buy Opportunity
Macro: Insurers adopt AI—Markel Canada partners with hyperexponential to modernize pricing. Key factors: current ratio 3.22 funds capex; risk: MKL Q1 EPS/rev miss. Trade: monitor MKL for a disciplined dip-buy. — Viktor Kopylov, PhD, CFA More insights: t.me/si14Kopylov
Holding Beats Q1 Forecast, Posts Double‑Digit China Growth
JUST IN: On Holding surpasses first-quarter expectations and achieves double-digit growth in China as Nike underperforms.
HOOD & ROBN Reclaim 10/50 MAs, Await Close
$HOOD $ROBN daily chart back over 10/50ma's working on the 21ma and best it filled the ER gap down today. A close over is what I am watching to have me move up stops https://t.co/uWgwCL9jPa
Peloton Update Tomorrow Morning via TSOH Research
Peloton update tomorrow morning at TSOH Investment Research As always, includes prior disclosure of any TSOH portfolio changes
WeightWatchers Remains Deeply Mispriced, Management Heeds Advice
New writeup: Weightwatchers' 2026 Q1 earnigns report. IMO still the most mispriced security in the market - by far. And thanks to WW management for acting on my advice. Link in bio $WW https://t.co/4CvTI290mv
MidCap Tech Soars While Consumer Discretionary Stumbles
Eye-popping MidCap Tech returns MidCap Consumer Discretionary returns point to a very weak consumer backdrop @wisdomtreefunds https://t.co/q3db3UUSfs
SMID Stocks Poised to Outperform as Growth Broadens
Morgan Stanley: As Economic Growth Broadens, SMID To Outperform SMID Earnings To Experience a Cyclical and Structural Tailwind SMID Equities Remain Extremely Cheap vs. Large Cap https://t.co/8lzqbJFZyX
Vishay Soars on Chip Rally, Yet Overvalued – Trim Now
Semiconductor rally drives Vishay to $34.24 (52‑wk) +160% Y/Y. Shares exceed fair value; earnings in 5 days raise risk. Action: trim exposure before results. — Viktor Kopylov, PhD, CFA More insights: t.me/si14Kopylov
OnlyFans Valued at $3.15 B in Minority Stake Sale
OnlyFans Valued at $3.15 Billion in Deal to Sell Minority Stake to Architect Capital https://t.co/jAaogMQao2 via @variety
Wendy's Sales Slip, Ops Upgrades Offset Weak Breakfast
Wendy's earnings call summary: Same-store sales were not great last quarter; Breakfast was a big reason; Low-income consumers struggling; But operations improvements work; Company improving products; China getting Frosties; No updates on CEO or Nelson Peltz stuff. $WEN
Wendy's System Upgrade Costs $15‑20M, Aims Long‑Term Gains
System optimization is a "net headwind of $15 million to $20 million" to Wendy's revenue, but company believes it's better for the long-term health of the system. $WEN