credit Apollo and what even is private credit?
Apollo’s Marc Rowan argues private-credit risk depends on underwriting, seniority, leverage and diversification—not whether a bank or fund…
APO $69B scuttleblurb
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121 articles about companies over $2B
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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.
VRSK $28B scuttleblurb
[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…
SPOT $108B scuttleblurb
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,…
PYPL $50B scuttleblurb
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.
AER $25B Bristlemoon Capital
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…
ADBE $99B Bristlemoon Capital
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…
TDG $70B Bristlemoon Capital
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…
FICO $25B Bristlemoon Capital
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…
MELI $93B Bristlemoon Capital
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…
META $1.5T Bristlemoon Capital
CBT short 2026-05-02 materials Cabot CORP
Cabot’s short case targets a market pricing FY26 EPS of $6.00–$6.50 as trough earnings and assigning value to its battery-materials…
CBT $4.5B Value Investors Club
ZG long 2026-05-01 real estate Zillow Group INC
Zillow is pitched as a long with a $72 target, implying 58% upside from trough earnings and a trough valuation multiple.
ZG $7.8B Value Investors Club
PSKY short 2026-04-30 m&a Paramount Skydance CORP
Paramount Skydance (PSKY) is a levered media conglomerate expected to merge with Warner Bros. Discovery in the third quarter.
PSKY $8.7B Value Investors Club
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…
QXO $14B Value Investors Club
PTON long 2026-04-30 consumer Peloton Interactive INC
Peloton trades near $5.50 with a $2.3 billion equity value and $2.7 billion enterprise value after weak December-quarter earnings and its…
PTON $2.8B Value Investors Club
GXO long 2026-04-30 logistics GXO Logistics, Inc.
GXO Logistics is undergoing transformation under new leadership in the growing contract-logistics business.
GXO $5.9B Value Investors Club
buybacks National Beverage Update
National Beverage’s rare share repurchase is framed as a buy signal, with 50% upside projected.
FIZZ $3.1B Nat Stewart - Stock Picking Newsletter
earnings A Hardware Multiple on a Software Powerhouse
A software powerhouse posts a record quarter while trading at a 52-week low, raising a valuation disconnect between its business model and…
CALX $2.3B The Value Road
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.
NCRBF delisted Altay Capital - Mostly Value Investing
GZPZY long 2026-04-29 energy Gaztransport and Technigaz SA
Gaztransport and Technigaz, a €7 billion French company, leads ultra-low-temperature containment systems for storage and transport.
GZPZY $8.3B Value Investors Club
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.
ASTS $21B Value Investors Club
APG long 2026-04-28 business models Api Group CORP
APi Group’s mix of specialty contracting segments complicates a conventional contractor valuation.
APG $17B Value Investors Club
HHH long 2026-04-28 equities Howard Hughes Holdings INC
Howard Hughes Holdings is pitched as a long in the $60s, with a near-term $90 target and a projected 20%+ IRR.
HHH $3.9B Value Investors Club
NTCYF short 2026-04-28 europe Netcompany
Netcompany’s M&A-led expansion turned a high-quality Danish IT consultant into a more commoditized pan-European business.
NTCYF $2.2B Value Investors Club
