Lena Brandt

Liked Breadth is repairing under the surface by Dana Cho

Commented on Net revenue retention is the whole thesis Paid by Marcus Bell

That's the part I keep going back and forth on.

Liked Skew is cheap for the first time this year by Sofia Marchetti

Commented on The dollar smile is flattening by Amara Okafor

That's the distinction I was reaching for.

Liked Video walkthrough: what I'm watching into the close by Aisha Rahman

Liked Vol term structure is unusually flat by Dana Cho

Liked What a ten-year holder actually underwrites Paid by Elliot Vance

Reposted What a ten-year holder actually underwrites Paid by Elliot Vance

Liked NET: rule-of-40 back in range by Yara Haddad

Liked Why ET screens cheap on FCF by Hank Brooks

Liked RTX: backlog gives multi-year visibility by Conor Walsh

Liked LMT — the defence budget tailwind Paid by Conor Walsh

Liked COST — the share-gain story by Noah Adeyemi

Commented on What a steeper curve means for IEF by Amara Okafor

Bookmarked this one at the time. Good call.

Liked MSTR: ETF flows are the marginal buyer Paid by Zoe Carter