Blackstone Inc.: Premium Franchise, Cyclical Earnings, and a Market Price That Demands Discipline
Blackstone's Q2 2026 showed revenue of $5.04 billion, up 35.9% year over year, with $1.91 billion of operating free cash...
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6 results for “All Blacks”
MiniMed Group, Inc.: A Recently Spun-Off Diabetes Devices Company With Negative Free Cash Flow
MiniMed reported first-quarter fiscal 2027 net sales of $843 million, up 16.6% year over year, with GAAP operating incom...
NiSource: Building a Data-Center Load at the Cost of Negative Near-Term Free Cash Flow
NiSource reported $1.29 billion in Q2 2026 revenue, with a trailing-twelve-month accounting free-cash-flow proxy of nega...
Cryoport: Growth Without Profits — A Capacity Story on a Burning Cash Match
Cryoport posted $48.97 million in Q2 2026 revenue, up 7.7% year over year, with a 46.6% gross margin but an $10.0 millio...
TaskUs: Levered Outsourcer at a Cyclical Trough
TaskUs posted $308.9M of Q2 2026 revenue (+5.0% YoY) and $43.1M of derived quarterly operating cash flow, giving a 10.6%...
Merck After the $15.8 Billion Refresh: A Cash Machine Funding Its Own Reinvention
Merck posted Q2 2026 sales of $16.6 billion, up about 5% year over year, but reported a GAAP net loss as two large IPR&D...