$1,000 follows their calls into $1,000
All in the world market (VT). No called asset is counting right now.
Ridire Research@ridireresearchEstimate of $PURR premium back below the 180d average
Ridire Research@ridireresearch18 days ago, we published a long/short basket built around a simple distinction: Long publishers that own the economics of each incremental unit of content. Short $RBLX , where UGC growth reaches shareholders only after creator payouts, infrastructure, safety, moderation, and
Ridire Research@ridireresearch#AI is turning video game IP into yield. We estimate $NTDOY has the highest IP monetization capacity + some strong but lesser-known names you’ve probably never heard of.
Ridire Research@ridireresearchThis idea has not done well so far, however I am resharing it now because $CNX is an interesting squeeze candidate. Raw short float (S/F) is ~12% ~7.7 days to cover Our estimate of the "true" or adjusted S/F is >500%, don't take that literally, the signal is that the available
Ridire Research@ridireresearchThe grid doesn’t run on venture capital. The market keeps chasing the visible layer of the #AI buildout, chips, servers, data centers, while largely ignoring the fuel powering the system underneath it. We published a shorter piece on why long-duration U.S. assets may
Ridire Research@ridireresearchInteresting to see Morgan Stanley arrive at a similar conclusion on Global Payments $GPN Their upgrade highlights improving buyback capacity, the strategic value of Worldpay, and a valuation that appears "too cheap", the same disconnect we recently discussed in our work on GPN.
Ridire Research@ridireresearchMost investors see Global Payments $GPN as another messy payments roll-up. That misses the real setup. Worldpay turns $GPN into a broader merchant platform with a very low bar for success. If execution is merely competent, the earnings profile can change fast. Our latest: The
