activism [VRSK] Verisk has standards
Verisk’s exit from healthcare, financial-services and energy data restored a pure-play insurance analytics model, but D.E.
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85 articles about companies over $10B
activism [scuttleslops] SPOT, UMG, TXN, SPGI, TRU, ADSK, MTCH, CSGP, DLTR
Spotify and Universal Music Group will offer licensed AI song covers and remixes as a Premium add-on, with artist opt-in and royalty…
PayPal tries again (and again)
Stripe’s startup-focused product sprawl contrasts with Adyen’s enterprise restraint; despite 20% more payment volume and faster growth,…
aerospace & defense Is the Airline Industry Really That Bad? – AerCap and A Case of Sandbagged Guidance
AerCap sells aircraft at 2x book value and repurchases stock near 1x book, cutting shares outstanding 31% in three years.
ai Adobe Inc (ADBE): slowly, then all at once
Adobe’s sub-20x forward GAAP P/E reflects AI disruption fears, with the investment case hinging on whether Digital Media’s creative…
aerospace & defense TransDigm (TDG) – The King of Aerospace Private Equity
TransDigm built a $72 billion aerospace-components consolidator through 90 acquisitions, delivering 23.1% annualized stock returns since…
financials Fair Isaac Corporation (FICO) – Pricing Power Impaired?
Fair Isaac raised FICO Score royalties from roughly $0.50–$0.60 in 2022 to $4.95 in 2025, drawing regulatory scrutiny over its…
business models Bristlemoon Capital on Business Breakdowns – MercadoLibre (MELI)
MercadoLibre’s Daniel Wu discusses MELI’s Latin American e-commerce operations, fintech business model, growth opportunities and risks on…
advertising Meta Platforms (META) 2Q25: SuperMetalligence
Meta’s 22% Q2 revenue growth and AI-driven ad engagement support its core business, while planned 2026 capex of roughly $100 billion…
QXO long 2026-04-30 industrials QXO, Inc.
QXO, led by Brad Jacobs, is consolidating North America’s fragmented building-products distribution industry after rapidly building scale…
aerospace & defense Nippon Carbon (TYO 5302): A 120 Year Old $350 Million Japanese Carbon Manufacturer Trading at 1x Book, Net Cash, and 4.2% Dividend with a Growing Aerospace Materials Division (JV with GE / Safran)
Nippon Carbon trades at 1x book with net cash and a 4.2% dividend while expanding aerospace materials through GE/Safran joint ventures.
ASTS short 2026-04-29 aerospace & defense Ast Spacemobile INC
AST SpaceMobile is priced for a 2026 commercial launch despite no identified path to manufacture or launch its satellite deployment target.
APG long 2026-04-28 business models Api Group CORP
APi Group’s mix of specialty contracting segments complicates a conventional contractor valuation.
