Ari Sass
@FullySynergized
I like adjusted, pro forma, fully synergized, constant currency, non-GAAP EBITDA and Shaw Brothers martial arts films.
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Price action on earnings misses has never been more brutal. I’m guessing this is due to nervous longs against a backdrop of fragile macro backdrop coupled with FOMO on what’s working (AI, retail faves). Other views?
When $FICO was at ATHs, consensus ‘27 EPS estimate was ~$48. Stock 15% lower and EPS probably going to be closer to $60.
Lots of talk about the market being frothy, but there are still compelling investment ideas trading at reasonable valuations with potential for solid upside to 2026–27 numbers: $ALC - Leading pure play ocular health company. Secular tailwinds from aging demographic and increased…
DeepSeek went from power demand bear case to maybe even the bull case
GDNow pegs Q1 GDP growth @ -2.8% and likely directionally correct. This was before the tariff policy which kills Q2 So why is Polymarket recession odds at 56% and why is market not pricing in a recession (typical recession driven drawdowns much worse than this).
What’s a multi year investable theme irrespective of geopolitical cross-currents. I’ll start. Senior housing. $WELL
Time will tell if they overpaid for Wiz (probably did) but “duration” investors losing their minds over the fact that GOOG bought Wiz rather than 1% of their market cap is wild.
We quickly went from 'DOGE will kill the defense budget' to 'how much will the defense budget grow?'
Sports content owners, like F1, once feared streamers would limit viewership. Turns out, streaming may expand audiences, not shrink them.
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