Down 60% on the year. 2026 guidance only fell from 9% rev to 7% 91% of gyms owned by franchises Management claims miss came from a failed marketing campaign Bear case \- Growth was flat from q1-q2 \- debt 2.1 …
Given the pullback today in T, VZ, and TMUS… which one is the best bet to move into for a long term rebound play? Or none? I’ve never like VZ personally… but I don’t know much about TMUS as compared …
Spotify’s investment case has changed. The business now generates substantial cash, and its next opportunity is to turn a deeply embedded listening habit into a larger stream of profit. I am bullish because subscriber growth, monetisation and margin expansion can …
TMUS is down around 40% from ATH and down almost 10% today! I have been watching the stock for ages but it's become so attractive now. I really like the company as I am a long term customer and never …
Nobody can predict this brain-dead market, but I sure as hell can say you won't have 5G to your phone from SpaceX anytime soon. And nothing beats fiber for speed and reliability. I would start adding on this drop.
Adobe has been on my watchlist like literally forever. It just always looked too expensive for me. Until a little over a year ago. Now it's around $240 and I keep coming back to it. Revenue went from $7.30B to …
Hello all, I am genuinely curious to hear your opinions. For a long time, I completely disregarded this sector because it just did not speak to me, and it felt hype based. It is obviously a bit shortsighted - as …
People say Microsoft is the safest stock to own, but I really struggle with this. AI is advancing so fast; it's frightening. That's something we can all agree on. We're already moving towards AI agents capable of writing documents, analysing …
One thing that concerns me about the AI boom is how much money is circulating within the same group of companies. Tech giants invest in AI startups. Those startups spend the money on chips and cloud services. The revenue then …
Paul Rusnak, a 10% owner of Sonic Automotive (SAH), bought $1.66M of the stock (open market buy) on Oct 5 at an average of $59.76. SAH closed at $60.52 on Oct 7, down 0.8%. It is 46.5% under its 52-week …