This article is sponsored by Career Angel.ai! Michael Burry’s Big Healthcare Bet: Why Scion Just Bought Molina (MOH) When Michael Burry—the contrarian investor immortalized in The Big Short—makes a new move, Wall Street listens. And in his latest Q3 2025 13F filing, one position stood out like a quiet but powerful signal: a brand-new stake […]
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This article is sponsored by Career Angel.ai! Papa John’s Stock Plunges 18% After Apollo Withdraws $64 Takeover Offer — The Pizza Deal That Fell Apart Papa John’s (NASDAQ: PZZA) shares cratered 18% today after reports confirmed that Apollo Global Management (NYSE: APO) has withdrawn its $64-per-share takeover bid, abruptly ending what could have been one
This article is sponsored by Career Angel.ai! Inside Michael Burry’s Latest 13F: Why Scion’s Portfolio Is a Masterclass in Contrarian Logic Michael Burry—the man who predicted the 2008 housing collapse—has done it again. In Scion Asset Management’s Q3 2025 13F filing, Burry revealed a portfolio that looks nothing like Wall Street’s. Massive new shorts on
This article is sponsored by Career Angel.ai! Yum! Brands Might Finally Cut the Crust: Why a Pizza Hut Sale Actually Makes Sense Yum! Brands (NYSE: YUM) is officially “exploring strategic alternatives” for Pizza Hut, the once-dominant pizza chain now suffering its eighth consecutive quarter of same-store sales declines. CEO Chris Turner didn’t mince words: Pizza
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This article is sponsored by Career Angel.ai! The Grand Slam Buyout: Denny’s Goes Private (and What It Means for the Industry) Denny’s—the 24/7 diner that fueled more study sessions, road trips, and post-bar breakfasts than anyone can count—is being taken private in a $620 million deal led by TriArtisan Capital Advisors, Treville Capital, and Yadav
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This article is sponsored by Career Angel.ai! Will Regulators Approve the $48.7 Billion Kimberly-Clark–Kenvue Deal? Here’s the Real Answer The $48.7 Billion Question Kimberly-Clark’s decision to acquire Kenvue—the newly independent maker of Tylenol, Band-Aid, and Neutrogena—sent shockwaves through the consumer-goods world. The deal, valued at $48.7 billion in cash and stock, would unite two of
This article is sponsored by Career Angel.ai! The Halloween Trade: Public Companies That Quietly Clean Up on October 31 Halloween is retail’s stealth Super Bowl: candy flies, costumes surge, theme-park gates click, ride-shares surge, and streamers feast on horror binges. Here’s your ticker-by-ticker map of who benefits most—and why their October windfall often spills into
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This article is sponsored by Career Angel.ai! Snap-On: The Quiet Empire That Sells Wrenches Like Rolexes If you think Snap-On just sells tools, think again. This isn’t Home Depot for gearheads — it’s the Ferrari of socket sets, a global industrial ecosystem disguised as a rolling toolbox. Snap-On (NYSE: SNA) has built one of the most
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This article is sponsored by Career Angel.ai! O’Reilly Automotive: The Unkillable Genius of Selling Car Parts to Everyone Every so often, you find a company so good at what it does that it turns boredom into billions. O’Reilly Automotive (ORLY) is that company. They don’t build cars, design engines, or make flashy EVs. They just sell car
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This article is sponsored by Career Angel.ai! Inside Harbour Group: The Quiet Empire That Buys, Builds, and Never Brags Some private equity firms make headlines. Harbour Group makes cash flow. If you’ve never heard of them, that’s by design. Based in St. Louis, Harbour Group has spent decades quietly acquiring middle-market industrial and manufacturing businesses—then fixing,
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