BCap21

If $ACVA is getting takeover interest, why did the CFO resign yesterday and potentially forfeit a pretty big payday? Seems odd.... Odds $CPRT is the interested buyer?

Just an astounding amount of drinking in the 70s

Jefferies: VantageScore traction reflects $FICO being made to fight with 'one, arguably two hands, tied behind their proverbial back.

Visa $V using AI to increase new product feature development speeds by 65% while leaning out its technology and product teams. Too bad stablecoins and agentic commerce make them a 🍩...

EM does NOT diversify you away from AI trade.

WRB vs. BRK this century. RIP Bill Berkley

Tread lightly around Mark Miller if you have an ugly baby

$PPG +5% as investors remember coatings companies have ridiculous pricing power.

Bullish Texas data center activity

The strengths and weaknesses of key data center states