With a solid multi-year revenue growth trajectory, robust annual operating cash flow generation exceeding $150 million, a resilient balance sheet backed by over $200 million in...
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September 27 - Hedge Funds, News
Supported by solid historical multi-year revenue growth, expanding annual operating cash flow generation exceeding $150 million, a rock-solid balance sheet featuring over $200...
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September 27 - Hedge Funds, News
Boasting a 10-year historical revenue growth CAGR of over 12%, expanding operating cash flow generation above $600 million annually, a flexible balance sheet, a historical return...
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September 27 - Hedge Funds, News
With an extraordinary 10-year revenue CAGR of nearly 90%, expanding annual operating cash flows above $200 million, a debt-free balance sheet holding over $300 million in net ...
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September 27 - Hedge Funds, News
Paramount Skydance Corporation (NASDAQ:PSKY)'s $81 billion pursuit of Warner Bros. Discovery, Inc.
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September 27 - Hedge Funds, News
Outages at Meta Platforms, Inc. (NASDAQ:META)'s platforms don't usually move the stock, but they do tend to raise the same question each time they recur.
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September 27 - Hedge Funds, News
A stock that has lost more than 70% of its value from the peak tends to invite hard questions, and Novo Nordisk A/S (NYSE:NVO) is now facing them from its own investors.
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September 27 - Hedge Funds, News
A billionaire hospitality magnate, Tilman Fertitta, cleared one hurdle in late September 2026 while running into another.
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September 27 - Hedge Funds, News
Activist campaigns tend to surface when a stock's performance no longer matches its story, and The Cooper Companies, Inc. (NASDAQ:COO) is a case in point.
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September 27 - News, Transcripts
Every so often, a decades-old company gets recognized for a track record most investors have stopped thinking about.
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September 27 - Hedge Funds, News
Costco Wholesale Corporation (NASDAQ:COST) has spent years resisting the idea that its warehouse model needs a delivery layer, and that resistance is easing fast.
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September 27 - Hedge Funds, News
Trucking companies rarely get to choose the moment fuel prices spike, and September 2026 has been a particularly bad one.
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September 27 - Hedge Funds, News
The Kraft Heinz Company (NYSE:KHC) is trying to prove that a decades-old brand can still generate new demand rather than just defend old share.
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September 27 - Hedge Funds, News
On August 11, Sagimet Biosciences Inc. (NASDAQ:SGMT) reported financial results for the quarter ended June 30, 2026.
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September 27 - Hedge Funds, News
American Airlines Group Inc. (NASDAQ:AAL) put a number on just how lopsided its revenue has become.
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September 27 - Hedge Funds, News
Netflix, Inc. (NASDAQ:NFLX) has been careful to describe its sports push as selective rather than all-in, and that distinction came into sharper focus in mid-September 2026.
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September 27 - Hedge Funds, News
The pickup truck market is having a gas-engine moment just as EV demand cools nationwide.
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September 27 - Hedge Funds, News
Retailers are watching a line that used to be tidy between drugstore beauty, prestige cosmetics, and wellness start to blur.
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September 27 - Hedge Funds, News
Okta, Inc. (NASDAQ:OKTA) emerged from its Oktane 2026 conference with a stronger AI narrative and a wave of analyst price-target increases.
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September 27 - Hedge Funds, News
On September 11, 2026, the Wall Street Journal reported that contract talks between Stellantis N.V.
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September 27 - Hedge Funds, News
On September 18, 2026, CNBC reported that Robinhood Markets, Inc.
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September 27 - Hedge Funds, News
Alkami Technology, Inc. (NASDAQ:ALKT) just lost the strategic optionality that had surrounded its stock.
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September 27 - Hedge Funds, News
On September 17, 2026, Reuters reported that GE Aerospace (NYSE:GE) Chief Financial Officer Rahul Ghai expressed confidence that a durability issue with the GE9X engine's mid-...
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September 27 - Hedge Funds, News
On September 17, 2026, Reuters reported that Amazon.com, Inc.
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September 27 - Hedge Fund Investor Letters, News
On September 14, 2026, Reuters reported that Michael Dell's family office, DFO Management, together with Sequence Holdings, agreed to take The Baldwin Insurance Group, Inc.
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September 27 - Hedge Funds, News
Carnival Corporation Ltd.
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September 27 - Hedge Funds, News
On September 11, 2026, Reuters reported that Apple Inc. (NASDAQ:AAPL)'s new foldable iPhone Duo launched with impressive features and a premium starting price of $1,999.
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September 27 - Hedge Funds, News
On September 11, 2026, Reuters reported that Oracle Corporation (NYSE:ORCL) topped Wall Street estimates for its fiscal first-quarter results and reported a smaller cash burn ...
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September 27 - Hedge Funds, News
On September 12, 2026, Bloomberg reported that VinFast Auto Ltd.
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September 27 - Hedge Funds, News
On September 10, 2026, Reuters reported that Microsoft Corporation (NASDAQ:MSFT) plans to expand its global data center capacity to more than 38 gigawatts by 2032, more than tripling...
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September 27 - Hedge Funds, News
Permian Resources Corporation (NYSE:PR) posted its best free cash flow quarter in company history, but the same volatility that lifted oil prices enough to fund it is now whipsawing...
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September 27 - Hedge Funds, News
On September 10, 2026, Reuters reported that Stellantis N.V.
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September 27 - Hedge Funds, News
On September 12, 2026, CNBC reported that General Motors Company (NYSE:GM) is in the early stages of developing next-generation battery cells that it says can reduce U.S.
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September 27 - Hedge Funds, News
Safehold Inc.
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September 27 - Hedge Funds, News
On September 13, 2026, the BBC reported that Amazon.com, Inc.
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September 27 - Hedge Funds, News
On September 9, 2026, the Wall Street Journal reported that John Ternus took the stage for the first time as Apple Inc. (NASDAQ:AAPL)'s chief executive.
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September 27 - Hedge Funds, News
On August 7, 2026, Airbnb, Inc. (NASDAQ:ABNB) reported Q2 2026 results.
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September 27 - Hedge Funds, News
Prysmian is finding another way into the data-center buildout, and this time the story isn't about fiber.
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September 27 - Hedge Funds, News
Apple Inc.
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September 27 - Hedge Funds, News
On August 26, 2026, Everpure, Inc. (NYSE:P) reported second-quarter fiscal 2027 results.
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September 27 - Hedge Funds, News
Gilead Sciences, Inc.
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September 27 - Hedge Funds, News
Gilead Sciences, Inc. (NASDAQ:GILD) and Johnson & Johnson (NYSE:JNJ) offer investors two very different versions of pharmaceutical growth.
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September 27 - Hedge Funds, News
Back in August, Shift4 Payments, Inc.
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September 27 - Hedge Funds, News
Pfizer Inc. (NYSE:PFE) and Gilead Sciences, Inc. (NASDAQ:GILD) present investors with two very different forms of concentration risk.
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September 27 - Hedge Funds, News
A decision easyJet (LON:EZJ) made in the weeks after Russia’s invasion of Ukraine has resurfaced more than four years later as a $72 million legal dispute.
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September 27 - Hedge Funds, News
Pfizer Inc.
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September 27 - Hedge Funds, News
Pfizer Inc. (NYSE:PFE) and Thermo Fisher Scientific Inc.
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September 27 - Hedge Funds, News
Warner Bros. Discovery, Inc. (NASDAQ:WBD) shareholders just got one of the biggest pieces of good news since Paramount Skydance (NASDAQ:PSKY) agreed to buy the company.
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September 27 - Hedge Funds, News
Apple Inc. (NASDAQ:AAPL) is facing another regulatory headache in India, but this one isn't centered on the App Store or competition.
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September 27 - Hedge Funds, News
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