Bourbon Capital
$SPGI CEO Martina Cheung: "We've been providing essential intelligence to our customers for over 150 years. Over 95% of our revenue is tied to proprietary benchmarks, differentiated data and critical workflow tools, and we expect that percentage to increase over time"

Strong moat, high FCF yield, and fake disruption.. it’s absolutely beautiful.
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Clark Square Capital
RT @dalibali2: True bottom fishing off my top of my head - what else is missing?

Zenv - 2x EBITDA (if you dont count the earn-out liability)
Expensify - 2-3x EBITDA
SSTI - 4x EBITDA
TDOC - 4x EBITDA
FRSH - 6x EBITDA
Adobe - 8x EBITDA
WDAY/CRM - ~9x EBITDA
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Quiver Quantitative
BREAKING: Representative Lisa McClain just filed a purchase of up to $100K of private stock in Apptronik.

Apptronik produces humanoid robots.

McClain sits on the House Armed Services Subcommittee on Cyber and Innovation. https://t.co/hM3VYZOIvX
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Clark Square Capital
RT @Reignots: Fun little pullback on what appears to be algo selling into a thin, thin stock - will you let <$2MM of volume (so likely <$400K of actual position change) convince you this company is worth 5% lower today, and <1x P/E ex-cash? Added ~25% to long today. Will explode higher. $GRVY

Been a good high-sharpe move on $GRVY so far which is more meaningful amid the elevated vol elsewhere. But this is just the beginning. Fair value floor is $120 at 6x P/E ex-cash. https://t.co/UmVi9uR71q - AuxReignots
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Michael Fritzell (Asian Century Stocks)
Want to be contrarian?
- Short gold and silver
- Short the S&P 500
- Short semicaps
- Short memory stocks
- Buy long-term US Treasuries
- Hold Japanese yen
- Buy Southeast Asian small caps
- Buy offshore oil & gas services stocks
- Buy alcohol stocks
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DAIR.AI
Claude Code is one of the most powerful tools for AI builders.

We are excited to introduce our new on-demand course on how to vibe code AI apps with Claude Code.

We cover topics ranging from connecting services to memory to leveraging Skills to build full AI apps. https://t.co/1xceurnf15
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Javier Blas
RT @megacontango: Mercuria Energy Group Ltd. has bought back its shares that were held by CNIC Corp., marking an end to a decade of minority ownership in one of the world’s biggest commodity traders by companies linked to the Chinese state.

https://t.co/sifgC1V0fA
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Michael Fritzell (Asian Century Stocks)
RT @smartkarma: S Korean corporates are showing how it’s done https://t.co/qz8Deyk0F3
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Benjamin Hernandez😎
The market is giving us incredible setups!

$AIR $AXTI $ZBRA $SSII $CROX $MH $CGNX $UONE $AAPL $TSM $NVDA $GOOG

$AIR hit a new 52-week high of $114.34. Aerospace parts demand is relentless. It's outperforming the broader defense sector.

Hit the link for analysis!
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Dimitry Nakhla | Babylon Capital®
Howmet Aerospace $HWM Q4 25’ Report🗓️

✅ REV: $2.17B (+15% YoY)
✅ EPS: $1.05 (+42% YoY) https://t.co/uwNGFTdNLF
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