2 hours ago
Ty Simpson started at quarterback for the Rams on Thursday night and Stetson Bennett did not play, but head coach Sean McVay said after the game that those decisions had nothing to do with which of them will be the No. 2 quarterback to start the regular season.
McVay said the call was made as part of the process of "continuing to get [Simpson] experience" heading into his rookie season and that the team isn't ready to name either player as the primary backup to Matthew Stafford.
"Obviously, we've got the reigning MVP of the league, and then we got two guys that we feel really good about," McVay said, via the team's website. "And if you say, 'hey, what does that really mean?' That's what it means. We feel really good about those two guys. Not pigeon-holing myself into any sort of decision other than I feel really good about Stetson Bennett, feel really good about Ty Simpson."
The Rams play their opener against the 49ers in Australia in two weeks, so a decision will be coming in the near future.
#simpson #bennett
McVay said the call was made as part of the process of "continuing to get [Simpson] experience" heading into his rookie season and that the team isn't ready to name either player as the primary backup to Matthew Stafford.
"Obviously, we've got the reigning MVP of the league, and then we got two guys that we feel really good about," McVay said, via the team's website. "And if you say, 'hey, what does that really mean?' That's what it means. We feel really good about those two guys. Not pigeon-holing myself into any sort of decision other than I feel really good about Stetson Bennett, feel really good about Ty Simpson."
The Rams play their opener against the 49ers in Australia in two weeks, so a decision will be coming in the near future.
#simpson #bennett
4 hours ago
The world of college athletics continues to be pure madness.
Of course, the latest rounds of craziness have been self-inflicted by the NCAA. While there was good intention behind the NCAA's new 5-for-5 rule, the NCAA's not including the class of 2022 in that rule has created a major mess across the college sports landscape, as the fight for eligibility isn't being taken to the NCAA itself, but to courts across the country.
This has created ongoing chaos over which players are eligible based on decisions of random judges around the United States, who almost certainly didn't envision themselves being cast as central characters in college sports storylines and playing a role in which teams will be contenders for the College Football Playoffs or the Final Four.
But nonetheless, here we are.
One almost needs to be an attorney to fully grasp what is happening in courtrooms around the country in the fight for eligibility. With that being said, Field of 68 brought an attorney on their show to discuss the latest courtroom happenings when it comes to college eligibility.
#college #country
Of course, the latest rounds of craziness have been self-inflicted by the NCAA. While there was good intention behind the NCAA's new 5-for-5 rule, the NCAA's not including the class of 2022 in that rule has created a major mess across the college sports landscape, as the fight for eligibility isn't being taken to the NCAA itself, but to courts across the country.
This has created ongoing chaos over which players are eligible based on decisions of random judges around the United States, who almost certainly didn't envision themselves being cast as central characters in college sports storylines and playing a role in which teams will be contenders for the College Football Playoffs or the Final Four.
But nonetheless, here we are.
One almost needs to be an attorney to fully grasp what is happening in courtrooms around the country in the fight for eligibility. With that being said, Field of 68 brought an attorney on their show to discuss the latest courtroom happenings when it comes to college eligibility.
#college #country
4 hours ago
It's just a single report and the words of one person quoted in it, but an outlook by TD Cowen on what broker insurance might do in the wake of the Montgomery decision is sobering.
In a report from the transportation team at TD Cowen led by managing director Jason Seidl, based on a phone call with an unidentified "trucking insurance agency executive," TD Cowen said what it has heard so so far on the looming rise in insurance premiums for brokers due to Montgomery fallout has been enough that "commentary from our call keeps us negative on the brokers."
That negative outlook at TD Cowen is for three companies, TD Cowen said: RXO (NYSE: RXO), C.H. Robinson (NASDAQ: CHRW) and Landstar (NASDAQ: LSTR).
The Montgomery decision from May removed liability and negligence protection for brokers that had been provided by several court decisions involving an interpretation of the Federal Aviation Administration Authorization Act (F4A).
Tripling of premiums
#insurance #call
In a report from the transportation team at TD Cowen led by managing director Jason Seidl, based on a phone call with an unidentified "trucking insurance agency executive," TD Cowen said what it has heard so so far on the looming rise in insurance premiums for brokers due to Montgomery fallout has been enough that "commentary from our call keeps us negative on the brokers."
That negative outlook at TD Cowen is for three companies, TD Cowen said: RXO (NYSE: RXO), C.H. Robinson (NASDAQ: CHRW) and Landstar (NASDAQ: LSTR).
The Montgomery decision from May removed liability and negligence protection for brokers that had been provided by several court decisions involving an interpretation of the Federal Aviation Administration Authorization Act (F4A).
Tripling of premiums
#insurance #call
9 hours ago
The Golden State Warriors with Kevin Durant are widely considered to be the most stacked team in NBA history. But KD himself thinks it was his best roster.
Kevin Durant's move to the Golden State Warriors back in 2016 was one of the most unpopular decisions in NBA history. This was largely due to the fact that his addition made them virtually unstoppable.
The Warriors showed this almost instantly, too. The team won back-to-back NBA championships in ruthless fashion, barely losing any games on their way to winning it all.
Durant left the Warriors in 2019, but it wasn't the last superteam he played on. And even though the Brooklyn Nets never got to the promised land, Durant thinks that roster was even more loaded.
Photo by Jim Davis/The Boston Globe via Getty Images
#durant #kevin #thinks
Kevin Durant's move to the Golden State Warriors back in 2016 was one of the most unpopular decisions in NBA history. This was largely due to the fact that his addition made them virtually unstoppable.
The Warriors showed this almost instantly, too. The team won back-to-back NBA championships in ruthless fashion, barely losing any games on their way to winning it all.
Durant left the Warriors in 2019, but it wasn't the last superteam he played on. And even though the Brooklyn Nets never got to the promised land, Durant thinks that roster was even more loaded.
Photo by Jim Davis/The Boston Globe via Getty Images
#durant #kevin #thinks
10 hours ago
Following global football is no longer confined to watching a match for ninety minutes on a weekend afternoon. The modern supporter operates within a continuous cycle of information consumption, tracking tactical breakdowns, injury updates, and transfer market movements throughout the entire week. The transition from physical matchday attendance to a borderless digital ecosystem has fundamentally altered how the sport is covered. This intense demand for constant, high-quality ****** ysis has transformed digital sports publishing, turning fan platforms into comprehensive databases of football knowledge. Rather than relying on simple fixture lists, audiences now evaluate passing networks, expected goals, and historical rivalries to gauge how upcoming matches might unfold. This structural shift in fan behaviour requires publishers to deliver nuanced reporting that goes far beyond basic scorelines, catering to a global readership that treats football ****** ysis with serious ****** ytical rigour.
The appetite for detailed pre-match information has created a natural crossover with online sports markets. Fans who spend hours reading about team formations, defensive vulnerabilities, and managerial strategies routinely apply those insights in practical scenarios. An in-depth understanding of how a Thursday night European fixture might cause squad fatigue ahead of a Sunday domestic clash is exactly the type of context that informs ****** ytical viewing. This precise evaluation of probabilities and match dynamics aligns seamlessly with the mechanics of modern sports wagering, where split-second decisions rely on preliminary research.
Supporters apply this football literacy directly to live sports markets through Virgin Bet ZA, navigating dynamic in-play scenarios with knowledge of player absences and tactical shifts. The integration of data into the spectator experience means that betting is increasingly driven by objective ****** ysis rather than sheer loyalty or guesswork. Bettors rely on injury reports, historical head-to-head statistics, and form guides to build a complete picture of an upcoming contest. Consequently, sports publishing serves a dual purpose, acting as an essential resource for both the traditional fan and the informed punter looking to test their reading of the game against real-time market fluctuations.
Behind the tactical debates and the sophisticated sports markets lies a commercial engine that continues to break historical records. The financial scale of elite football dictates squad depth, transfer market dominance, and ultimately, competitive success across major domestic and European competitions. Broadcast rights, global merchandising, and lucrative corporate sponsorships have elevated top-tier clubs into massive multinational enterprises. "The 2024/25 season set another new record, with the top 20 Money League clubs generating over €12 billion in revenue for the first time." — Deloitte.
With the top 20 earning clubs collec
The appetite for detailed pre-match information has created a natural crossover with online sports markets. Fans who spend hours reading about team formations, defensive vulnerabilities, and managerial strategies routinely apply those insights in practical scenarios. An in-depth understanding of how a Thursday night European fixture might cause squad fatigue ahead of a Sunday domestic clash is exactly the type of context that informs ****** ytical viewing. This precise evaluation of probabilities and match dynamics aligns seamlessly with the mechanics of modern sports wagering, where split-second decisions rely on preliminary research.
Supporters apply this football literacy directly to live sports markets through Virgin Bet ZA, navigating dynamic in-play scenarios with knowledge of player absences and tactical shifts. The integration of data into the spectator experience means that betting is increasingly driven by objective ****** ysis rather than sheer loyalty or guesswork. Bettors rely on injury reports, historical head-to-head statistics, and form guides to build a complete picture of an upcoming contest. Consequently, sports publishing serves a dual purpose, acting as an essential resource for both the traditional fan and the informed punter looking to test their reading of the game against real-time market fluctuations.
Behind the tactical debates and the sophisticated sports markets lies a commercial engine that continues to break historical records. The financial scale of elite football dictates squad depth, transfer market dominance, and ultimately, competitive success across major domestic and European competitions. Broadcast rights, global merchandising, and lucrative corporate sponsorships have elevated top-tier clubs into massive multinational enterprises. "The 2024/25 season set another new record, with the top 20 Money League clubs generating over €12 billion in revenue for the first time." — Deloitte.
With the top 20 earning clubs collec
15 hours ago
Here are live updates from Week 2 of Tulare County high school football. Be sure to follow along for changes throughout the night.
Stream California football games live on NFHS Network
This article originally appeared on Visalia Times-Delta: Live updates: Tulare County Week 2 high school football scoreboard
Our editors independently choose our recommendations. Some content is produced with paid support from a third party, however our editorial decisions remain independent. If you buy through our links, the USA TODAY Network may earn a commission. Prices and availability may change.
#network #here
Stream California football games live on NFHS Network
This article originally appeared on Visalia Times-Delta: Live updates: Tulare County Week 2 high school football scoreboard
Our editors independently choose our recommendations. Some content is produced with paid support from a third party, however our editorial decisions remain independent. If you buy through our links, the USA TODAY Network may earn a commission. Prices and availability may change.
#network #here
15 hours ago
Here are live updates from the High Desert for Week 2 of high school football. Be sure to follow along for changes throughout the night.
Stream California football games live on NFHS Network
This article originally appeared on Victorville Daily Press: Live updates: High Desert Week 2 high school football scoreboard
Our editors independently choose our recommendations. Some content is produced with paid support from a third party, however our editorial decisions remain independent. If you buy through our links, the USA TODAY Network may earn a commission. Prices and availability may change.
#Football #desert #week #network
Stream California football games live on NFHS Network
This article originally appeared on Victorville Daily Press: Live updates: High Desert Week 2 high school football scoreboard
Our editors independently choose our recommendations. Some content is produced with paid support from a third party, however our editorial decisions remain independent. If you buy through our links, the USA TODAY Network may earn a commission. Prices and availability may change.
#Football #desert #week #network
15 hours ago
Mory Bamba didn't just miss an opportunity to suit up for the New York Jets' during their preseason victory over the Pittsburgh Steelers. He missed a shot at building on some serious momentum birthed during the opener. Let's just say he made quite the impression.
His work from the week before was so good that it's still earning recognition. Following Week 2 of the preseason, Pro Football Focus continued to rank Bamba among the NFL's highest-graded rookies. The Jets cornerback checked in with an 86.0 overall grade, placing him among the league's top first-year performers through two weeks of exhibition play.
The ranking is particularly impressive all things considered. Again, it bears repeating. His grade is based entirely on his preseason debut against the Tampa Bay Buccaneers.
Bamba was targeted 10 times on just 29 coverage snaps, allowing four receptions for 54 yards while also recording two pass breakups, two tackles, and a defensive stop. One of his best moments came on a pass breakup in the end zone, while he also flashed on special teams during an encouraging all-around performance.
Unfortunately, an injury kept him out of the Steelers game and could complicate his path to the 53-man roster. Still, Bamba may have shown enough to remain firmly in the organization's plans. The Jets face difficult roster decisions in the coming days, but developmental cornerbacks who flash both defensive and special teams value are often worth keeping around.
#preseason
His work from the week before was so good that it's still earning recognition. Following Week 2 of the preseason, Pro Football Focus continued to rank Bamba among the NFL's highest-graded rookies. The Jets cornerback checked in with an 86.0 overall grade, placing him among the league's top first-year performers through two weeks of exhibition play.
The ranking is particularly impressive all things considered. Again, it bears repeating. His grade is based entirely on his preseason debut against the Tampa Bay Buccaneers.
Bamba was targeted 10 times on just 29 coverage snaps, allowing four receptions for 54 yards while also recording two pass breakups, two tackles, and a defensive stop. One of his best moments came on a pass breakup in the end zone, while he also flashed on special teams during an encouraging all-around performance.
Unfortunately, an injury kept him out of the Steelers game and could complicate his path to the 53-man roster. Still, Bamba may have shown enough to remain firmly in the organization's plans. The Jets face difficult roster decisions in the coming days, but developmental cornerbacks who flash both defensive and special teams value are often worth keeping around.
#preseason
17 hours ago
Bryant McKinnie spent 12 seasons protecting quarterbacks in the NFL. Now he wants a chance to help decide which players make it onto a roster in the first place.
The former Minnesota Vikings and Baltimore Ravens tackle told TMZ Sports that he would like to work in an NFL front office after repeatedly questioning personnel decisions from home. "Sometimes I sit there, I'm like, 'Who was making these decisions?'" he said.
McKinnie is particularly interested in recruiting and the draft rather than returning as a position coach. He even has potential destinations in mind, mentioning the Los Angeles Chargers and Miami Dolphins while joking that a return to Minnesota is less attractive because he is not sure he wants to live there again.
The idea would give McKinnie another post-playing role connected to football. The 2002 No. 7 overall pick made the Pro Bowl with Minnesota, won Super Bowl XLVII with Baltimore and now regularly discusses NFL personnel and roster construction as a co-host of Bleav in Vikings.
McKinnie told TMZ that some draft selections leave him wondering what a team saw in the player. "Sometimes I just feel like the picks just aren't making sense sometimes," he said. McKinnie wants to participate in the evaluation process himself. TMZ reported that recruiting and drafting are the areas of front-office work that interest him most.
#mckinnie #roster
The former Minnesota Vikings and Baltimore Ravens tackle told TMZ Sports that he would like to work in an NFL front office after repeatedly questioning personnel decisions from home. "Sometimes I sit there, I'm like, 'Who was making these decisions?'" he said.
McKinnie is particularly interested in recruiting and the draft rather than returning as a position coach. He even has potential destinations in mind, mentioning the Los Angeles Chargers and Miami Dolphins while joking that a return to Minnesota is less attractive because he is not sure he wants to live there again.
The idea would give McKinnie another post-playing role connected to football. The 2002 No. 7 overall pick made the Pro Bowl with Minnesota, won Super Bowl XLVII with Baltimore and now regularly discusses NFL personnel and roster construction as a co-host of Bleav in Vikings.
McKinnie told TMZ that some draft selections leave him wondering what a team saw in the player. "Sometimes I just feel like the picks just aren't making sense sometimes," he said. McKinnie wants to participate in the evaluation process himself. TMZ reported that recruiting and drafting are the areas of front-office work that interest him most.
#mckinnie #roster
18 hours ago
Once the five-star dominoes start to drop, they often fall in heaps. That was the case with the 32 best in the 2027 cycle. All 32 are already committed, as of Aug. 27. A majority have been off the board for months with their recruitments shut down.
The old school recruiting timeline has vanished. The December signing period will, of course, come with its fair share of drama as flips and decommitments occur, but it's not as if there will be many fresh decisions to be made.
$19.99 gets you a FULL year of On3 | Rivals national coverage
The 32 five-stars — according to the Rivals Industry Ranking — have dispersed among 16 schools. Nine of those schools have landed multiple. Rivals takes a look at those programs that reeled at least two big fish over the spring and summer:
OT Mark Matthews — No. 4 NATL. (No. 1 OT)
S Kamarui Dorsey — No. 11 NATL. (No. 1 S)
EDGE Zyron Forstall — No. 25 NATL. (No. 5 EDGE)
IOL Kennedy Brown — No. 29 NATL. (No. 4 IOL)
LB Kaden Henderson — No. 30 NATL. (No. 1 LB)
#rivals #once #full #ranking
The old school recruiting timeline has vanished. The December signing period will, of course, come with its fair share of drama as flips and decommitments occur, but it's not as if there will be many fresh decisions to be made.
$19.99 gets you a FULL year of On3 | Rivals national coverage
The 32 five-stars — according to the Rivals Industry Ranking — have dispersed among 16 schools. Nine of those schools have landed multiple. Rivals takes a look at those programs that reeled at least two big fish over the spring and summer:
OT Mark Matthews — No. 4 NATL. (No. 1 OT)
S Kamarui Dorsey — No. 11 NATL. (No. 1 S)
EDGE Zyron Forstall — No. 25 NATL. (No. 5 EDGE)
IOL Kennedy Brown — No. 29 NATL. (No. 4 IOL)
LB Kaden Henderson — No. 30 NATL. (No. 1 LB)
#rivals #once #full #ranking
19 hours ago
The Philadelphia Eagles' rookie evaluations will continue long after Friday's preseason finale against Cincinnati.
The immediate decisions, however, are approaching. Philadelphia must determine which young players can contribute now, which need developmental time, and how injuries affect the initial roster. Not every rookie on this list is fighting to avoid being released. For several, the stakes involve readiness and role rather than job security.
Payton has shown the ability to create with his legs, but Philadelphia needs continued progress in the passing game. Recognizing pressure, getting through reads and protecting the football are priorities. A clean finish would help the Eagles feel more comfortable about his development behind the veteran quarterbacks.
Stowers' second-round status makes his roster position secure. His immediate role is less certain, particularly while he manages a hamstring injury. If cleared, he needs to demonstrate **** ignment reliability and progress as a blocker. If unavailable, the focus shifts to preparing him for a useful role during the season rather than forcing a preseason appearance.
Bell has made a favorable impression, but thumb and leg issues interrupted his final week of camp. His priority is becoming available, not rescuing a roster spot. A healthy Bell gives Philadelphia a young tackle to develop behind its established starters. Any finale snaps should serve that development rather than become a test of how much discomfort he can tolerate.
#role
The immediate decisions, however, are approaching. Philadelphia must determine which young players can contribute now, which need developmental time, and how injuries affect the initial roster. Not every rookie on this list is fighting to avoid being released. For several, the stakes involve readiness and role rather than job security.
Payton has shown the ability to create with his legs, but Philadelphia needs continued progress in the passing game. Recognizing pressure, getting through reads and protecting the football are priorities. A clean finish would help the Eagles feel more comfortable about his development behind the veteran quarterbacks.
Stowers' second-round status makes his roster position secure. His immediate role is less certain, particularly while he manages a hamstring injury. If cleared, he needs to demonstrate **** ignment reliability and progress as a blocker. If unavailable, the focus shifts to preparing him for a useful role during the season rather than forcing a preseason appearance.
Bell has made a favorable impression, but thumb and leg issues interrupted his final week of camp. His priority is becoming available, not rescuing a roster spot. A healthy Bell gives Philadelphia a young tackle to develop behind its established starters. Any finale snaps should serve that development rather than become a test of how much discomfort he can tolerate.
#role
21 hours ago
The Chargers are set to take on the Rams in their third and final preseason game of 2026 on Thursday.
It's been a whirlwind of training camp with a ton of good and a lot left to be desired. August 30th is a crucial day for the Bolts and the other 31 teams, as it is the NFL 53-man roster cutdown deadline.
Tough decisions will be made throughout the league, including by the Chargers. The top end of the depth chart is in a good place for Los Angeles; however, it's crucial that they get the depth pieces right.
That is what is at stake for the Chargers, with several players needing a big Week 3 preseason performance to make their case.
Here are the six players who must play well to ensure they make the final 53-man roster.
#preseason #crucial
It's been a whirlwind of training camp with a ton of good and a lot left to be desired. August 30th is a crucial day for the Bolts and the other 31 teams, as it is the NFL 53-man roster cutdown deadline.
Tough decisions will be made throughout the league, including by the Chargers. The top end of the depth chart is in a good place for Los Angeles; however, it's crucial that they get the depth pieces right.
That is what is at stake for the Chargers, with several players needing a big Week 3 preseason performance to make their case.
Here are the six players who must play well to ensure they make the final 53-man roster.
#preseason #crucial
21 hours ago
Greenlight Capital is an investment management firm specializing in value-oriented strategies. The letter can be downloaded here. Greenlight Capital released its second-quarter 2026 investor letter, reporting a 4.3% decline for the Partnerships and a 1.9% year-to-date gain, net of fees and expenses, compared with gains of 15.2% and 10.2% for the S&P 500 Index. The funds entered the quarter conservatively, but costly trading decisions and macro positions, particularly in gold and U.S. interest rates, weighed on results. Long positions contributed roughly 9%, offset by similar losses from shorts. The letter also highlighted concerns over speculative market conditions, using ******* eX's $1.75 trillion IPO valuation and investment-grade rating as examples of excess. Looking ahead, Greenlight is more constructive on Fed Chairman Kevin Warsh's inflation stance and expects positions to recover if inflation moderates and rates remain unchanged. Additionally, reviewing the Strategy's top holdings could help identify its best ideas for 2026.
In its second-quarter 2026 investor letter, Greenlight Capital highlighted Victorias Secret & Co. (NYSE:VSXY). Victorias Secret & Co. (NYSE:VSXY) operates as a specialty retailer of women's intimate apparel and other apparel and beauty products worldwide. On August 26, 2026, Victorias Secret & Co. (NYSE:VSXY) closed at $90.97 per share. The one-month return of Victorias Secret & Co. (NYSE:VSXY) was 1.58%, and its shares gained 295.37% over the past 52 weeks. Victorias Secret & Co. (NYSE:VSXY) has a market capitalization of $7.22 billion, and its stock has traded within a 52-week range of $ 21.39 to $102.46.
Greenlight Capital stated the following regarding Victorias Secret & Co. (NYSE:VSXY) in its Q2 2026 investor letter:
"During the quarter, we also exited a few positions: Victorias Secret & Co. (NYSE:VSXY) with a 157% IRR over a 1-year holding period. Under new management, the company refreshed the brand, returned the company to "sexy" (in its marketing and in its new ticker), generated renewed customer interest and improved financial performance."
Victorias Secret & Co. (NYSE:VSXY) is not on our list of the 40 Most Popular Stocks Among Hedge Funds. As per our database, 43 hedge fund portfolios held Victorias Secret & Co. (NYSE:VSXY) at the end of the second quarter which was 44 in the previous quarter. While we acknowledge the potential of Victorias Secret & Co. (NYSE:VSXY) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.
#secret #quarter #capital
In its second-quarter 2026 investor letter, Greenlight Capital highlighted Victorias Secret & Co. (NYSE:VSXY). Victorias Secret & Co. (NYSE:VSXY) operates as a specialty retailer of women's intimate apparel and other apparel and beauty products worldwide. On August 26, 2026, Victorias Secret & Co. (NYSE:VSXY) closed at $90.97 per share. The one-month return of Victorias Secret & Co. (NYSE:VSXY) was 1.58%, and its shares gained 295.37% over the past 52 weeks. Victorias Secret & Co. (NYSE:VSXY) has a market capitalization of $7.22 billion, and its stock has traded within a 52-week range of $ 21.39 to $102.46.
Greenlight Capital stated the following regarding Victorias Secret & Co. (NYSE:VSXY) in its Q2 2026 investor letter:
"During the quarter, we also exited a few positions: Victorias Secret & Co. (NYSE:VSXY) with a 157% IRR over a 1-year holding period. Under new management, the company refreshed the brand, returned the company to "sexy" (in its marketing and in its new ticker), generated renewed customer interest and improved financial performance."
Victorias Secret & Co. (NYSE:VSXY) is not on our list of the 40 Most Popular Stocks Among Hedge Funds. As per our database, 43 hedge fund portfolios held Victorias Secret & Co. (NYSE:VSXY) at the end of the second quarter which was 44 in the previous quarter. While we acknowledge the potential of Victorias Secret & Co. (NYSE:VSXY) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.
#secret #quarter #capital
21 hours ago
Greenlight Capital is an investment management firm specializing in value-oriented strategies. The letter can be downloaded here. Greenlight Capital released its second-quarter 2026 investor letter, reporting a 4.3% decline for the Partnerships and a 1.9% year-to-date gain, net of fees and expenses, compared with gains of 15.2% and 10.2% for the S&P 500 Index. The funds entered the quarter conservatively, but costly trading decisions and macro positions, particularly in gold and U.S. interest rates, weighed on results. Long positions contributed roughly 9%, offset by similar losses from shorts. The letter also highlighted concerns over speculative market conditions, using ***** eX's $1.75 trillion IPO valuation and investment-grade rating as examples of excess. Looking ahead, Greenlight is more constructive on Fed Chairman Kevin Warsh's inflation stance and expects positions to recover if inflation moderates and rates remain unchanged. Additionally, reviewing the Strategy's top holdings could help identify its best ideas for 2026.
In its second-quarter 2026 investor letter, Greenlight Capital highlighted Weatherford International plc (NASDAQ:WFRD). Weatherford International plc (NASDAQ:WFRD) is an energy services company that provides equipment and services for the drilling, evaluation, completion, production, and intervention of oil, geothermal, and natural gas wells worldwide. On August 26, 2026, Weatherford International plc (NASDAQ:WFRD) closed at $88.00 per share. The one-month return of Weatherford International plc (NASDAQ:WFRD) was 6.34%, and its shares gained 38.20% over the past 52 weeks. Weatherford International plc (NASDAQ:WFRD) has a market capitalization of $6.34 billion and its stock has traded within a 52-week range of $60.23 - $113.15.
Greenlight Capital stated the following regarding Weatherford International plc (NASDAQ:WFRD) in its Q2 2026 investor letter:
"During the quarter, we also exited a few positions: Weatherford International plc (NASDAQ:WFRD) with a 45% IRR over a 4-year holding period. After the company emerged from bankruptcy and relisted on NASDAQ, the shares appreciated significantly as the company further de-levered, reclaimed lost market share and improved its margins while its end markets in energy services generally strengthened."
Weatherford International plc (NASDAQ:WFRD) is not on our list of the 40 Most Popular Stocks Among Hedge Funds. As per our database, 34 hedge fund portfolios held Weatherford International plc (NASDAQ:WFRD) at the end of the second quarter which was 42 in the previous quarter. While we acknowledge the potential of Weatherford International plc (NASDAQ:WFRD) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.
#weatherford
In its second-quarter 2026 investor letter, Greenlight Capital highlighted Weatherford International plc (NASDAQ:WFRD). Weatherford International plc (NASDAQ:WFRD) is an energy services company that provides equipment and services for the drilling, evaluation, completion, production, and intervention of oil, geothermal, and natural gas wells worldwide. On August 26, 2026, Weatherford International plc (NASDAQ:WFRD) closed at $88.00 per share. The one-month return of Weatherford International plc (NASDAQ:WFRD) was 6.34%, and its shares gained 38.20% over the past 52 weeks. Weatherford International plc (NASDAQ:WFRD) has a market capitalization of $6.34 billion and its stock has traded within a 52-week range of $60.23 - $113.15.
Greenlight Capital stated the following regarding Weatherford International plc (NASDAQ:WFRD) in its Q2 2026 investor letter:
"During the quarter, we also exited a few positions: Weatherford International plc (NASDAQ:WFRD) with a 45% IRR over a 4-year holding period. After the company emerged from bankruptcy and relisted on NASDAQ, the shares appreciated significantly as the company further de-levered, reclaimed lost market share and improved its margins while its end markets in energy services generally strengthened."
Weatherford International plc (NASDAQ:WFRD) is not on our list of the 40 Most Popular Stocks Among Hedge Funds. As per our database, 34 hedge fund portfolios held Weatherford International plc (NASDAQ:WFRD) at the end of the second quarter which was 42 in the previous quarter. While we acknowledge the potential of Weatherford International plc (NASDAQ:WFRD) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.
#weatherford
21 hours ago
Greenlight Capital is an investment management firm specializing in value-oriented strategies. The letter can be downloaded here. Greenlight Capital released its second-quarter 2026 investor letter, reporting a 4.3% decline for the Partnerships and a 1.9% year-to-date gain, net of fees and expenses, compared with gains of 15.2% and 10.2% for the S&P 500 Index. The funds entered the quarter conservatively, but costly trading decisions and macro positions, particularly in gold and U.S. interest rates, weighed on results. Long positions contributed roughly 9%, offset by similar losses from shorts. The letter also highlighted concerns over speculative market conditions, using ******* eX's $1.75 trillion IPO valuation and investment-grade rating as examples of excess. Looking ahead, Greenlight is more constructive on Fed Chairman Kevin Warsh's inflation stance and expects positions to recover if inflation moderates and rates remain unchanged. Additionally, reviewing the Strategy's top holdings could help identify its best ideas for 2026.
In its second-quarter 2026 investor letter, Greenlight Capital highlighted Versigent PLC (NYSE:VGNT). Versigent PLC (NYSE:VGNT) is an automotive wire harnesses distributor that designs, manufactures, and distributes low- and high-voltage power electrical architectures. On August 26, 2026, Versigent PLC (NYSE:VGNT) closed at $47.36 per share. Over the past month, Versigent PLC (NYSE:VGNT) returned 15.35%, and its shares have gained 9.07% over the past 3 months. Versigent PLC (NYSE:VGNT) has a market capitalization of $3.49 billion, and its stock has traded within a 52-week range of $26.34 to $50.89.
Greenlight Capital stated the following regarding Versigent PLC (NYSE:VGNT) in its Q2 2026 investor letter:
"Versigent PLC (NYSE:VGNT) is a leading supplier of automotive wire harnesses that recently spun out of Aptiv (APTV). Although the business was viewed as a lower-growth, lower-margin part of APTV's portfolio, we believe VGNT is a high-quality supplier. Its business should benefit from the shift toward hybrid and battery-electric vehicles, which require significantly more of the company's products than internal combustion engine (ICE) vehicles. VGNT also has a durable customer base, as its products are deeply embedded in customers' platform design and engineering. Post-spin, management has opportunities to improve margins through automation while further diversifying the business in commercial vehicles and non-automotive applications. By the end of 2028, VGNT is targeting $1 billion of ******* ulative free cash flow, or approximately one-third of its current market capitalization, with the majority expected to be returned to shareholders through buybacks. We acquired our shares at an average price of $29.20, or approximately 4x this year's expected earnings. VGNT ended the quarter at $42.01."
#quarter #market
In its second-quarter 2026 investor letter, Greenlight Capital highlighted Versigent PLC (NYSE:VGNT). Versigent PLC (NYSE:VGNT) is an automotive wire harnesses distributor that designs, manufactures, and distributes low- and high-voltage power electrical architectures. On August 26, 2026, Versigent PLC (NYSE:VGNT) closed at $47.36 per share. Over the past month, Versigent PLC (NYSE:VGNT) returned 15.35%, and its shares have gained 9.07% over the past 3 months. Versigent PLC (NYSE:VGNT) has a market capitalization of $3.49 billion, and its stock has traded within a 52-week range of $26.34 to $50.89.
Greenlight Capital stated the following regarding Versigent PLC (NYSE:VGNT) in its Q2 2026 investor letter:
"Versigent PLC (NYSE:VGNT) is a leading supplier of automotive wire harnesses that recently spun out of Aptiv (APTV). Although the business was viewed as a lower-growth, lower-margin part of APTV's portfolio, we believe VGNT is a high-quality supplier. Its business should benefit from the shift toward hybrid and battery-electric vehicles, which require significantly more of the company's products than internal combustion engine (ICE) vehicles. VGNT also has a durable customer base, as its products are deeply embedded in customers' platform design and engineering. Post-spin, management has opportunities to improve margins through automation while further diversifying the business in commercial vehicles and non-automotive applications. By the end of 2028, VGNT is targeting $1 billion of ******* ulative free cash flow, or approximately one-third of its current market capitalization, with the majority expected to be returned to shareholders through buybacks. We acquired our shares at an average price of $29.20, or approximately 4x this year's expected earnings. VGNT ended the quarter at $42.01."
#quarter #market
22 hours ago
NEW DELHI: Former Pakistan captain Moin Khan has warned that the country could find it increasingly difficult to arrange bilateral series with top teams if the national side continues to struggle. Moin, who played 69 Tests and 219 ODIs for Pakistan, also criticised the Pakistan Cricket Board (PCB) and the national selectors for the way the cricket system has been handled in recent years.
Moin said Pakistan have struggled across formats, particularly in Test cricket. He fears the situation could get worse if the team's poor results continue.
"We have been struggling in all formats but notably in test matches and if this trend continues I am afraid people will lose interest in Pakistan cricket," Moin said on a podcast.
He warned that Pakistan could slip down the cricketing order and face problems in attracting top teams for bilateral series.
"We might find ourselves relegated to the bottom half of the cricket world finding it difficult to get bilateral series with top teams.
"I blame the frequent changes being made by the board in the cricket system including appointments/removal of captains, coaches, players and the inexplicable calls made by the national selectors.
"Unless you don't have continuity, stability and faith in a captain, coach or players, how can you expect to achieve good results," he said.
Moin said repeated changes in domestic cricket and the national team have affected Pakistan badly. According to him, the uncertainty has also resulted in players losing confidence in the system.
The former wicketkeeper-batter also said the PCB often makes decisions based on the people in power at a particular time rather than following a consistent institutional approach.
"Whenever a chairman and management team is changed you see things change in our cricket system which are not necessarily productive. So where is the stability?," he asked.
Moin also held some of the players responsible for the current situation. He expressed disappointment with the approach of players who, according to him, are not spending enough time improving their skills and cricketing temperament.
"I don't want to harp on the past but to me it seems most players nowadays don't give enough time to developing their skills and cricket temperament. It is more about how much money we can make in leagues rather than setting and reaching personal goals of excellence as a cricketer."
He said financial rewards would follow if a player first focused on performing successfully for the national team.
"When I played we earned in lakhs. Nowadays players earn in crores but players must also remember nothing is greater than playing for your country with success."
Moin said he had given similar advice to his son, Azam Khan, who has played T20 internationals for Pakistan. He said representing the country should take priority over private leagues.
"I guess priorities have changed for players now. The PCB and selectors have not helped by devaluing the P
Moin said Pakistan have struggled across formats, particularly in Test cricket. He fears the situation could get worse if the team's poor results continue.
"We have been struggling in all formats but notably in test matches and if this trend continues I am afraid people will lose interest in Pakistan cricket," Moin said on a podcast.
He warned that Pakistan could slip down the cricketing order and face problems in attracting top teams for bilateral series.
"We might find ourselves relegated to the bottom half of the cricket world finding it difficult to get bilateral series with top teams.
"I blame the frequent changes being made by the board in the cricket system including appointments/removal of captains, coaches, players and the inexplicable calls made by the national selectors.
"Unless you don't have continuity, stability and faith in a captain, coach or players, how can you expect to achieve good results," he said.
Moin said repeated changes in domestic cricket and the national team have affected Pakistan badly. According to him, the uncertainty has also resulted in players losing confidence in the system.
The former wicketkeeper-batter also said the PCB often makes decisions based on the people in power at a particular time rather than following a consistent institutional approach.
"Whenever a chairman and management team is changed you see things change in our cricket system which are not necessarily productive. So where is the stability?," he asked.
Moin also held some of the players responsible for the current situation. He expressed disappointment with the approach of players who, according to him, are not spending enough time improving their skills and cricketing temperament.
"I don't want to harp on the past but to me it seems most players nowadays don't give enough time to developing their skills and cricket temperament. It is more about how much money we can make in leagues rather than setting and reaching personal goals of excellence as a cricketer."
He said financial rewards would follow if a player first focused on performing successfully for the national team.
"When I played we earned in lakhs. Nowadays players earn in crores but players must also remember nothing is greater than playing for your country with success."
Moin said he had given similar advice to his son, Azam Khan, who has played T20 internationals for Pakistan. He said representing the country should take priority over private leagues.
"I guess priorities have changed for players now. The PCB and selectors have not helped by devaluing the P
22 hours ago
Greenlight Capital is an investment management firm specializing in value-oriented strategies. The letter can be downloaded here. Greenlight Capital released its second-quarter 2026 investor letter, reporting a 4.3% decline for the Partnerships and a 1.9% year-to-date gain, net of fees and expenses, compared with gains of 15.2% and 10.2% for the S&P 500 Index. The funds entered the quarter conservatively, but costly trading decisions and macro positions, particularly in gold and U.S. interest rates, weighed on results. Long positions contributed roughly 9%, offset by similar losses from shorts. The letter also highlighted concerns over speculative market conditions, using **** eX's $1.75 trillion IPO valuation and investment-grade rating as examples of excess. Looking ahead, Greenlight is more constructive on Fed Chairman Kevin Warsh's inflation stance and expects positions to recover if inflation moderates and rates remain unchanged. Additionally, reviewing the Strategy's top holdings could help identify its best ideas for 2026.
In its second-quarter 2026 investor letter, Greenlight Capital highlighted PayPal Holdings, Inc. (NASDAQ:PYPL). PayPal Holdings, Inc. (NASDAQ:PYPL). PayPal Holdings, Inc. (NASDAQ:PYPL) is a leading technology platform that provides digital payment solutions for merchants and consumers. On August 26, 2026, PayPal Holdings, Inc. (NASDAQ:PYPL) closed at $61.68 per share. Over the past month, Primo Brands Corporation (NYSE:PRMB) returned 6.92%, while its shares have declined 12.02% in the last 52 weeks. Primo Brands Corporation (NYSE:PRMB) has a market capitalization of $52.88 billion, and its stock has traded within a 52-week range of $38.46 to $79.22.
Greenlight Capital stated the following regarding PayPal Holdings, Inc. (NASDAQ:PYPL) in its Q2 2026 investor letter:
"PayPal Holdings, Inc. (NASDAQ:PYPL) is a consumer-facing payments platform with over 400 million active customers around the world. PYPL has long been viewed as being on the wrong side of the shift toward newer payment methods like Apple Pay, Shop Pay and Buy-Now-Pay-Later. After disappointing fourth-quarter results and a CEO transition, the stock sold off, creating an opportunity for us to acquire our position at an average price of $43.53. We believe PYPL's collection of payment **** ets is worth substantially more than the 8x earnings we paid. PYPL ended the quarter at $43.18. Subsequent to quarter-end, Stripe and Advent International reportedly made a joint offer to buy PYPL for $60.50 per share."
#pypl #NASDAQ #positions
In its second-quarter 2026 investor letter, Greenlight Capital highlighted PayPal Holdings, Inc. (NASDAQ:PYPL). PayPal Holdings, Inc. (NASDAQ:PYPL). PayPal Holdings, Inc. (NASDAQ:PYPL) is a leading technology platform that provides digital payment solutions for merchants and consumers. On August 26, 2026, PayPal Holdings, Inc. (NASDAQ:PYPL) closed at $61.68 per share. Over the past month, Primo Brands Corporation (NYSE:PRMB) returned 6.92%, while its shares have declined 12.02% in the last 52 weeks. Primo Brands Corporation (NYSE:PRMB) has a market capitalization of $52.88 billion, and its stock has traded within a 52-week range of $38.46 to $79.22.
Greenlight Capital stated the following regarding PayPal Holdings, Inc. (NASDAQ:PYPL) in its Q2 2026 investor letter:
"PayPal Holdings, Inc. (NASDAQ:PYPL) is a consumer-facing payments platform with over 400 million active customers around the world. PYPL has long been viewed as being on the wrong side of the shift toward newer payment methods like Apple Pay, Shop Pay and Buy-Now-Pay-Later. After disappointing fourth-quarter results and a CEO transition, the stock sold off, creating an opportunity for us to acquire our position at an average price of $43.53. We believe PYPL's collection of payment **** ets is worth substantially more than the 8x earnings we paid. PYPL ended the quarter at $43.18. Subsequent to quarter-end, Stripe and Advent International reportedly made a joint offer to buy PYPL for $60.50 per share."
#pypl #NASDAQ #positions
22 hours ago
Greenlight Capital is an investment management firm specializing in value-oriented strategies. The letter can be downloaded here. Greenlight Capital released its second-quarter 2026 investor letter, reporting a 4.3% decline for the Partnerships and a 1.9% year-to-date gain, net of fees and expenses, compared with gains of 15.2% and 10.2% for the S&P 500 Index. The funds entered the quarter conservatively, but costly trading decisions and macro positions, particularly in gold and U.S. interest rates, weighed on results. Long positions contributed roughly 9%, offset by similar losses from shorts. The letter also highlighted concerns over speculative market conditions, using **** eX's $1.75 trillion IPO valuation and investment-grade rating as examples of excess. Looking ahead, Greenlight is more constructive on Fed Chairman Kevin Warsh's inflation stance and expects positions to recover if inflation moderates and rates remain unchanged. Additionally, reviewing the Strategy's top holdings could help identify its best ideas for 2026.
In its second-quarter 2026 investor letter, Greenlight Capital highlighted Primo Brands Corporation (NYSE:PRMB). Primo Brands Corporation (NYSE:PRMB) operates as a branded beverage company in North America. On August 26, 2026, Primo Brands Corporation (NYSE:PRMB) closed at $22.98 per share. Over the past month, Primo Brands Corporation (NYSE:PRMB) returned 0.35%, while its shares have declined 8.67% in the last 52 weeks. Primo Brands Corporation (NYSE:PRMB) has a market capitalization of $8.32 billion, and its stock has traded within a 52-week range of $14.36 to $26.21.
Greenlight Capital stated the following regarding Primo Brands Corporation (NYSE:PRMB) in its Q2 2026 investor letter:
"Primo Brands Corporation (NYSE:PRMB) provides bottled water through the retail channel as well as water delivery to homes and businesses. Its brands include Poland Spring, Pure Life, Mountain Valley and Saratoga. Following its merger with competitor BlueTriton Brands, integration challenges weighed on results and contributed to a material decline in the stock price. We believe these issues are temporary and that the merger will create synergies over time. We acquired our shares at an average price of $20.20, implying a 12% free cash flow yield on our expectation for 2027 results, which compares to peer free cash flow yields of 3-5%. PRMB ended the quarter at $24.44."
Primo Brands Corporation (NYSE:PRMB) is not on our list of the 40 Most Popular Stocks Among Hedge Funds. As per our database, 57 hedge fund portfolios held Primo Brands Corporation (NYSE:PRMB) at the end of the second quarter, the same as in the previous quarter. While we acknowledge the potential of Primo Brands Corporation (NYSE:PRMB) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the o
In its second-quarter 2026 investor letter, Greenlight Capital highlighted Primo Brands Corporation (NYSE:PRMB). Primo Brands Corporation (NYSE:PRMB) operates as a branded beverage company in North America. On August 26, 2026, Primo Brands Corporation (NYSE:PRMB) closed at $22.98 per share. Over the past month, Primo Brands Corporation (NYSE:PRMB) returned 0.35%, while its shares have declined 8.67% in the last 52 weeks. Primo Brands Corporation (NYSE:PRMB) has a market capitalization of $8.32 billion, and its stock has traded within a 52-week range of $14.36 to $26.21.
Greenlight Capital stated the following regarding Primo Brands Corporation (NYSE:PRMB) in its Q2 2026 investor letter:
"Primo Brands Corporation (NYSE:PRMB) provides bottled water through the retail channel as well as water delivery to homes and businesses. Its brands include Poland Spring, Pure Life, Mountain Valley and Saratoga. Following its merger with competitor BlueTriton Brands, integration challenges weighed on results and contributed to a material decline in the stock price. We believe these issues are temporary and that the merger will create synergies over time. We acquired our shares at an average price of $20.20, implying a 12% free cash flow yield on our expectation for 2027 results, which compares to peer free cash flow yields of 3-5%. PRMB ended the quarter at $24.44."
Primo Brands Corporation (NYSE:PRMB) is not on our list of the 40 Most Popular Stocks Among Hedge Funds. As per our database, 57 hedge fund portfolios held Primo Brands Corporation (NYSE:PRMB) at the end of the second quarter, the same as in the previous quarter. While we acknowledge the potential of Primo Brands Corporation (NYSE:PRMB) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the o
23 hours ago
Greenlight Capital is an investment management firm specializing in value-oriented strategies. The letter can be downloaded here. Greenlight Capital released its second-quarter 2026 investor letter, reporting a 4.3% decline for the Partnerships and a 1.9% year-to-date gain, net of fees and expenses, compared with gains of 15.2% and 10.2% for the S&P 500 Index. The funds entered the quarter conservatively, but costly trading decisions and macro positions, particularly in gold and U.S. interest rates, weighed on results. Long positions contributed roughly 9%, offset by similar losses from shorts. The letter also highlighted concerns over speculative market conditions, using **** eX's $1.75 trillion IPO valuation and investment-grade rating as examples of excess. Looking ahead, Greenlight is more constructive on Fed Chairman Kevin Warsh's inflation stance and expects positions to recover if inflation moderates and rates remain unchanged. Additionally, reviewing the Strategy's top holdings could help identify its best ideas for 2026.
In its second-quarter 2026 investor letter, Greenlight Capital highlighted Fortune Brands Innovations, Inc. (NYSE:FBIN). Fortune Brands Innovations, Inc. (NYSE:FBIN) provides home, security, and digital products for residential home repair, remodeling, new construction, and security applications in the United States and internationally. On August 26, 2026, Fortune Brands Innovations, Inc. (NYSE:FBIN) closed at $46.31 per share. Over the past month, Fortune Brands Innovations, Inc. (NYSE:FBIN) returned -7.33%, while its shares have declined 22.57% in the last 52 weeks. Fortune Brands Innovations, Inc. (NYSE:FBIN) has a market capitalization of $5.44 billion, and its stock has traded within a 52-week range of $32.34 to $64.84.
Greenlight Capital stated the following regarding Fortune Brands Innovations, Inc. (NYSE:FBIN) in its Q2 2026 investor letter:
"Fortune Brands Innovations, Inc. (NYSE:FBIN) is a building products company whose brands include Moen, Therma-Tru and Master Lock. Over the past several years, both a challenging housing market and poor execution by prior management led to share losses and profit erosion. Despite these challenges, we believe the company's brands remain strong and its competitive position is intact. In March, an activist investor joined the board, and in June the company appointed a new CEO with an exceptional track record of value creation in the building products industry. Even without a recovery in housing, we believe new leadership can address the operational issues and grow earnings substantially. While significant share recapture (or a strong housing recovery) would provide additional upside, if FBIN simply achieves the low end of prior management's mid-cycle margin targets on current revenue, it should support approximately $5 of earnings per share. We acquired our position at an average price of $39.37, or approximately 8x those earnings, while peers trade for almost 20x. FBIN shar
In its second-quarter 2026 investor letter, Greenlight Capital highlighted Fortune Brands Innovations, Inc. (NYSE:FBIN). Fortune Brands Innovations, Inc. (NYSE:FBIN) provides home, security, and digital products for residential home repair, remodeling, new construction, and security applications in the United States and internationally. On August 26, 2026, Fortune Brands Innovations, Inc. (NYSE:FBIN) closed at $46.31 per share. Over the past month, Fortune Brands Innovations, Inc. (NYSE:FBIN) returned -7.33%, while its shares have declined 22.57% in the last 52 weeks. Fortune Brands Innovations, Inc. (NYSE:FBIN) has a market capitalization of $5.44 billion, and its stock has traded within a 52-week range of $32.34 to $64.84.
Greenlight Capital stated the following regarding Fortune Brands Innovations, Inc. (NYSE:FBIN) in its Q2 2026 investor letter:
"Fortune Brands Innovations, Inc. (NYSE:FBIN) is a building products company whose brands include Moen, Therma-Tru and Master Lock. Over the past several years, both a challenging housing market and poor execution by prior management led to share losses and profit erosion. Despite these challenges, we believe the company's brands remain strong and its competitive position is intact. In March, an activist investor joined the board, and in June the company appointed a new CEO with an exceptional track record of value creation in the building products industry. Even without a recovery in housing, we believe new leadership can address the operational issues and grow earnings substantially. While significant share recapture (or a strong housing recovery) would provide additional upside, if FBIN simply achieves the low end of prior management's mid-cycle margin targets on current revenue, it should support approximately $5 of earnings per share. We acquired our position at an average price of $39.37, or approximately 8x those earnings, while peers trade for almost 20x. FBIN shar
23 hours ago
Greenlight Capital is an investment management firm specializing in value-oriented strategies. The letter can be downloaded here. Greenlight Capital released its second-quarter 2026 investor letter, reporting a 4.3% decline for the Partnerships and a 1.9% year-to-date gain, net of fees and expenses, compared with gains of 15.2% and 10.2% for the S&P 500 Index. The funds entered the quarter conservatively, but costly trading decisions and macro positions, particularly in gold and U.S. interest rates, weighed on results. Long positions contributed roughly 9%, offset by similar losses from shorts. The letter also highlighted concerns over speculative market conditions, using ****** eX's $1.75 trillion IPO valuation and investment-grade rating as examples of excess. Looking ahead, Greenlight is more constructive on Fed Chairman Kevin Warsh's inflation stance and expects positions to recover if inflation moderates and rates remain unchanged. Additionally, reviewing the Strategy's top holdings could help identify its best ideas for 2026.
In its second-quarter 2026 investor letter, Greenlight Capital highlighted Comcast Corporation (NASDAQ:CMCSA). Comcast Corporation (NASDAQ:CMCSA) is a leading media and technology company. On August 26, 2026, Comcast Corporation (NASDAQ:CMCSA) closed at $27.20 per share. Over the past month, Comcast Corporation (NASDAQ:CMCSA) returned 12.76%, while its shares have declined 15.13% in the last 52 weeks. Comcast Corporation (NASDAQ:CMCSA) has a market capitalization of $3.51 billion, and its stock has traded within a 52-week range of $21.28 to $32.86.
Greenlight Capital stated the following regarding Comcast Corporation (NASDAQ:CMCSA) in its Q2 2026 investor letter:
"Comcast Corporation (NASDAQ:CMCSA) is a diversified media and technology company with broadband, video and wireless businesses, alongside media, studios and theme parks. The stock declined about 60% over the past five years as structural and competitive pressures have weighed on its legacy broadband and video businesses. At our entry price of $23.91 per share, CMCSA traded at only 5x EBITDA, which we believe significantly undervalues its free cash flow generation and the collective value of its businesses. At the end of the quarter, CMCSA announced the spin-off of NBCUniversal, an important step that we believe should help highlight the value embedded within the company. CMCSA shares ended the quarter at $24.55."
Comcast Corporation (NASDAQ:CMCSA) is not on our list of the 40 Most Popular Stocks Among Hedge Funds. As per our database, 82 hedge fund portfolios held Comcast Corporation (NASDAQ:CMCSA) at the end of the second quarter which was 78 in the previous quarter. While we acknowledge the potential of Comcast Corporation (NASDAQ:CMCSA) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-er
In its second-quarter 2026 investor letter, Greenlight Capital highlighted Comcast Corporation (NASDAQ:CMCSA). Comcast Corporation (NASDAQ:CMCSA) is a leading media and technology company. On August 26, 2026, Comcast Corporation (NASDAQ:CMCSA) closed at $27.20 per share. Over the past month, Comcast Corporation (NASDAQ:CMCSA) returned 12.76%, while its shares have declined 15.13% in the last 52 weeks. Comcast Corporation (NASDAQ:CMCSA) has a market capitalization of $3.51 billion, and its stock has traded within a 52-week range of $21.28 to $32.86.
Greenlight Capital stated the following regarding Comcast Corporation (NASDAQ:CMCSA) in its Q2 2026 investor letter:
"Comcast Corporation (NASDAQ:CMCSA) is a diversified media and technology company with broadband, video and wireless businesses, alongside media, studios and theme parks. The stock declined about 60% over the past five years as structural and competitive pressures have weighed on its legacy broadband and video businesses. At our entry price of $23.91 per share, CMCSA traded at only 5x EBITDA, which we believe significantly undervalues its free cash flow generation and the collective value of its businesses. At the end of the quarter, CMCSA announced the spin-off of NBCUniversal, an important step that we believe should help highlight the value embedded within the company. CMCSA shares ended the quarter at $24.55."
Comcast Corporation (NASDAQ:CMCSA) is not on our list of the 40 Most Popular Stocks Among Hedge Funds. As per our database, 82 hedge fund portfolios held Comcast Corporation (NASDAQ:CMCSA) at the end of the second quarter which was 78 in the previous quarter. While we acknowledge the potential of Comcast Corporation (NASDAQ:CMCSA) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-er
24 hours ago
President Trump's portfolio investments are back in the spotlight after his accounts bought as much as $500,000 in Boeing (NYSE: BA) stock on the same day the aerospace giant secured a major contract with the U.S. Navy — an overlap that could renew questions about potential conflicts of interest involving the president's investments and his administration's decisions.
Records filed with the U.S. Office of Government Ethics and released Aug. 22 show Trump's investment accounts purchased between $250,001 and $500,000 worth of Boeing shares on June 18.
Jeff Bezos backs a platform that lets anyone invest in rental homes for as little as $100 — 6 ways to build wealth like a landlord without actually being one
Dave Ramsey warns nearly 50% of Americans are making 1 big Social Security mistake. Here's what it is and 3 simple steps to fix it ASAP
The tax breaks in Trump's 'big beautiful bill' expire after 2028. Here are 4 moves to make before the window closes
#accounts #president #records
Records filed with the U.S. Office of Government Ethics and released Aug. 22 show Trump's investment accounts purchased between $250,001 and $500,000 worth of Boeing shares on June 18.
Jeff Bezos backs a platform that lets anyone invest in rental homes for as little as $100 — 6 ways to build wealth like a landlord without actually being one
Dave Ramsey warns nearly 50% of Americans are making 1 big Social Security mistake. Here's what it is and 3 simple steps to fix it ASAP
The tax breaks in Trump's 'big beautiful bill' expire after 2028. Here are 4 moves to make before the window closes
#accounts #president #records
1 day ago
Pentagon officials on Wednesday claimed they have uncovered classified documents that were "hidden away in safes where they would not be found" that shed new light on the chaotic end to the U.S. war in Afghanistan five years ago — but declined to offer public details of the revelations.
The claim comes hours before Defense Secretary Pete Hegseth is scheduled to participate in a Pentagon ceremony to upgrade the valor awards for service members who served at the Kabul International Airport during the final days of the conflict.
The end of the war — and the final days of the U.S. occupation, when 13 American service members were killed guarding the airport — have been a focal point of Republican criticism of former President Joe Biden's foreign policy decisions while in office.
GOP lawmakers have accused Biden of too abruptly ending military operations in Afghanistan, endangering American troops and handing over control of the country to the Taliban. Democratic supporters argue Biden's move brought to an end two decades of open-ended military missions that did little to improve national security.
The White House has labeled the final days of the war "one of the most shameful and heartbreaking moments in our nation's collective memory." Pentagon leaders established a new Afghanistan Withdrawal Special Review Panel to examine the decisions leading up to the American exit from Kabul and determine who deserves blame for the U.S. deaths there.
#american #airport #members #decisions
The claim comes hours before Defense Secretary Pete Hegseth is scheduled to participate in a Pentagon ceremony to upgrade the valor awards for service members who served at the Kabul International Airport during the final days of the conflict.
The end of the war — and the final days of the U.S. occupation, when 13 American service members were killed guarding the airport — have been a focal point of Republican criticism of former President Joe Biden's foreign policy decisions while in office.
GOP lawmakers have accused Biden of too abruptly ending military operations in Afghanistan, endangering American troops and handing over control of the country to the Taliban. Democratic supporters argue Biden's move brought to an end two decades of open-ended military missions that did little to improve national security.
The White House has labeled the final days of the war "one of the most shameful and heartbreaking moments in our nation's collective memory." Pentagon leaders established a new Afghanistan Withdrawal Special Review Panel to examine the decisions leading up to the American exit from Kabul and determine who deserves blame for the U.S. deaths there.
#american #airport #members #decisions
1 day ago
It's almost time for the real thing: the NFL season is around the corner. But first, the final week of NFL preseason games comes your way starting Thursday.
A total of four games are set for Thursday night, and they will all give teams an opportunity to see how their 53-man rosters may stack up come the roster cutdown deadline on Sunday, Aug. 30 at 6 p.m. ET. Soon, players of all levels of experience will be searching for new NFL homes – or see the end of their NFL dream.
Some positions have already been settled: Deshaun Watson will get the keys as the Cleveland Browns' QB1, coming out on top of the quarterback battle with Shedeur Sanders. It seemingly didn't take much for Kyler Murray to unseat J.J. McCarthy in the Minnesota Vikings quarterback battle, either. Now, all eyes rest on the Atlanta Falcons, who have yet to officially name a starter for Week 1 between Michael Penix Jr. and Tua Tagovailoa.
While there are other roster decisions coming soon, the final week of the preseason may offer some insight on which position battles are settled, and which roster spots need another few days of deliberation from coaching staffs and front offices.
Here's what to know about the preseason Week 3 schedule:
#week #roster #final #settled
A total of four games are set for Thursday night, and they will all give teams an opportunity to see how their 53-man rosters may stack up come the roster cutdown deadline on Sunday, Aug. 30 at 6 p.m. ET. Soon, players of all levels of experience will be searching for new NFL homes – or see the end of their NFL dream.
Some positions have already been settled: Deshaun Watson will get the keys as the Cleveland Browns' QB1, coming out on top of the quarterback battle with Shedeur Sanders. It seemingly didn't take much for Kyler Murray to unseat J.J. McCarthy in the Minnesota Vikings quarterback battle, either. Now, all eyes rest on the Atlanta Falcons, who have yet to officially name a starter for Week 1 between Michael Penix Jr. and Tua Tagovailoa.
While there are other roster decisions coming soon, the final week of the preseason may offer some insight on which position battles are settled, and which roster spots need another few days of deliberation from coaching staffs and front offices.
Here's what to know about the preseason Week 3 schedule:
#week #roster #final #settled
1 day ago
NFL games on TV today: Full schedule, times, channels, live streams to watch preseason Week 3 originally appeared on The Sporting News. Add The Sporting News as a Preferred Source by clicking here.
Week 3 of the NFL preseason is here, giving coaches and front offices one last look at what they have before making final roster and depth chart decisions.
While fans shouldn't expect to see many frontline starters in action across this weekend's 16 games, they should get a good look at rookies and motivated veterans trying to lock down jobs.
Things get started Thursday with Bills vs. Steelers, followed by a national streaming showcase for the Browns and Patriots on Prime Video. The Chargers and Rams will face off in a local rivalry matchup, along with Raiders vs. 49ers continuing their long-running series.
Here's everything you need to know to watch today's slate of NFL preseason games.
#here #preferred
Week 3 of the NFL preseason is here, giving coaches and front offices one last look at what they have before making final roster and depth chart decisions.
While fans shouldn't expect to see many frontline starters in action across this weekend's 16 games, they should get a good look at rookies and motivated veterans trying to lock down jobs.
Things get started Thursday with Bills vs. Steelers, followed by a national streaming showcase for the Browns and Patriots on Prime Video. The Chargers and Rams will face off in a local rivalry matchup, along with Raiders vs. 49ers continuing their long-running series.
Here's everything you need to know to watch today's slate of NFL preseason games.
#here #preferred
1 day ago
We've officially reached the business portion of Cincinnati Bengals training camp, and that's because the reality of the business of the NFL is going to become very apparent in the coming days.
Even though Bengals head coach Zac Taylor indicated position battles can continue past the Aug. 30 at 6 p.m. deadline to shave the roster down to 53 players, the final three practices of the training-camp portion of the season are over. The last ended midday Aug. 26, and now Bengals players on the roster bubble have only the Aug. 28 preseason game against the Philadelphia Eagles at Lincoln Financial Field (8 p.m. Eastern) to make a final impression before cuts are made.
"I don't feel like anybody should feel comfortable going in this last week that they've made the team," Taylor said Aug. 24. "That's a big part of it, is we want guys that we can depend on. So (they've got) to continue to be consistent and accountable over this last week through the Philly game. And we'll make our decisions this weekend."
Taylor confirmed on Aug. 26 his starters wouldn't see the field in Philly, so that means all the focus is going to be on evaluating the remaining roster decisions still to be made.
As we enter the final preseason game of 2026, here's where we think the Bengals project to land with their 53-man roster picks (and we have some movement since the Aug. 22 preseason game against the Chicago Bears):
#philly
Even though Bengals head coach Zac Taylor indicated position battles can continue past the Aug. 30 at 6 p.m. deadline to shave the roster down to 53 players, the final three practices of the training-camp portion of the season are over. The last ended midday Aug. 26, and now Bengals players on the roster bubble have only the Aug. 28 preseason game against the Philadelphia Eagles at Lincoln Financial Field (8 p.m. Eastern) to make a final impression before cuts are made.
"I don't feel like anybody should feel comfortable going in this last week that they've made the team," Taylor said Aug. 24. "That's a big part of it, is we want guys that we can depend on. So (they've got) to continue to be consistent and accountable over this last week through the Philly game. And we'll make our decisions this weekend."
Taylor confirmed on Aug. 26 his starters wouldn't see the field in Philly, so that means all the focus is going to be on evaluating the remaining roster decisions still to be made.
As we enter the final preseason game of 2026, here's where we think the Bengals project to land with their 53-man roster picks (and we have some movement since the Aug. 22 preseason game against the Chicago Bears):
#philly
1 day ago
We've officially reached the business portion of Cincinnati Bengals training camp, and that's because the reality of the business of the NFL is going to become very apparent in the coming days.
Even though Bengals head coach Zac Taylor indicated position battles can continue past the Aug. 30 at 6 p.m. deadline to shave the roster down to 53 players, the final three practices of the training-camp portion of the season are over. The last ended midday Aug. 26, and now Bengals players on the roster bubble have only the Aug. 28 preseason game against the Philadelphia Eagles at Lincoln Financial Field (8 p.m. Eastern) to make a final impression before cuts are made.
"I don't feel like anybody should feel comfortable going in this last week that they've made the team," Taylor said Aug. 24. "That's a big part of it, is we want guys that we can depend on. So (they've got) to continue to be consistent and accountable over this last week through the Philly game. And we'll make our decisions this weekend."
Taylor confirmed on Aug. 26 his starters wouldn't see the field in Philly, so that means all the focus is going to be on evaluating the remaining roster decisions still to be made.
As we enter the final preseason game of 2026, here's where we think the Bengals project to land with their 53-man roster picks (and we have some movement since the Aug. 22 preseason game against the Chicago Bears):
#roster #going #preseason
Even though Bengals head coach Zac Taylor indicated position battles can continue past the Aug. 30 at 6 p.m. deadline to shave the roster down to 53 players, the final three practices of the training-camp portion of the season are over. The last ended midday Aug. 26, and now Bengals players on the roster bubble have only the Aug. 28 preseason game against the Philadelphia Eagles at Lincoln Financial Field (8 p.m. Eastern) to make a final impression before cuts are made.
"I don't feel like anybody should feel comfortable going in this last week that they've made the team," Taylor said Aug. 24. "That's a big part of it, is we want guys that we can depend on. So (they've got) to continue to be consistent and accountable over this last week through the Philly game. And we'll make our decisions this weekend."
Taylor confirmed on Aug. 26 his starters wouldn't see the field in Philly, so that means all the focus is going to be on evaluating the remaining roster decisions still to be made.
As we enter the final preseason game of 2026, here's where we think the Bengals project to land with their 53-man roster picks (and we have some movement since the Aug. 22 preseason game against the Chicago Bears):
#roster #going #preseason
1 day ago
Bob Myers gets real about how LeBron James picked the hardest path by signing with Philly originally appeared on The Sporting News. Add The Sporting News as a Preferred Source by clicking here.
One of the biggest storylines of the 2026 offseason was definitely LeBron James' next destination. He decided to exit the Los Angeles Lakers, so almost every team in the league wanted to sign him. Despite the fact that he is 41, no one truly cared because they wanted the four-time Finals MVP.
Amid all the interest, James joined the Philadelphia 76ers. After seeing them trade for Jaylen Brown, it was already a loaded team, but they managed to land James. Harris Blitzer Sports and Entertainment's Bob Myers, formerly of the Golden State Warriors, was integral to sealing the deal to get Bron to the City of Brotherly Love.
Throughout his career, James has made a lot of smart decisions when it comes to joining teams. He joined the Miami Heat in 2010 and immediately became contenders. They made it to four consecutive NBA Finals, winning two of them.
He made his return to the Cleveland Cavaliers, and they made it to the Finals from 2015 to 2018. James led them to the win in 2016, coming back from a 3-1 deficit. The same can also be said about him joining the Lakers in 2018, managing to lead them to a **** le in his second year there.
#team
One of the biggest storylines of the 2026 offseason was definitely LeBron James' next destination. He decided to exit the Los Angeles Lakers, so almost every team in the league wanted to sign him. Despite the fact that he is 41, no one truly cared because they wanted the four-time Finals MVP.
Amid all the interest, James joined the Philadelphia 76ers. After seeing them trade for Jaylen Brown, it was already a loaded team, but they managed to land James. Harris Blitzer Sports and Entertainment's Bob Myers, formerly of the Golden State Warriors, was integral to sealing the deal to get Bron to the City of Brotherly Love.
Throughout his career, James has made a lot of smart decisions when it comes to joining teams. He joined the Miami Heat in 2010 and immediately became contenders. They made it to four consecutive NBA Finals, winning two of them.
He made his return to the Cleveland Cavaliers, and they made it to the Finals from 2015 to 2018. James led them to the win in 2016, coming back from a 3-1 deficit. The same can also be said about him joining the Lakers in 2018, managing to lead them to a **** le in his second year there.
#team
1 day ago
The Arizona Cardinals have some roster decisions to make by the end of the week, and the running back room has an important one. What will the Cardinals do with running back James Conner?
He isn't in any real danger of being cut, as he has $2.1 million of his more than $2.3 million in salary guaranteed. He is coming off a severe ankle injury last season, but he has not participated yet in any 11-on-11 work in practices.
Head coach Mike LaFleur has been adamant that the team will trust Conner in communicating when he will be ready to play, as he knows his body best.
"We're going to lean on him and how he feels," LaFleur reiterated on Wednesday in Green Bay. "Again, that was a gruesome injury, but he's he's progressing well and we'll take it one day at a time with him."
However, he did admit that the regular season is "starting to creep up," but that he can't project when Conner will be able to practice.
#injury
He isn't in any real danger of being cut, as he has $2.1 million of his more than $2.3 million in salary guaranteed. He is coming off a severe ankle injury last season, but he has not participated yet in any 11-on-11 work in practices.
Head coach Mike LaFleur has been adamant that the team will trust Conner in communicating when he will be ready to play, as he knows his body best.
"We're going to lean on him and how he feels," LaFleur reiterated on Wednesday in Green Bay. "Again, that was a gruesome injury, but he's he's progressing well and we'll take it one day at a time with him."
However, he did admit that the regular season is "starting to creep up," but that he can't project when Conner will be able to practice.
#injury
2 days ago
The Minnesota Vikings have made one of the most important decisions for the organization, as the franchise's head coach, Kevin O'Connell, announced Kyler Murray as the Week 1 starting quarterback, thus leaving J.J. McCarthy in an uncertain position.
Although the quarterback has lost the starting job to Murray, the head coach insisted that McCarthy still has a future in Minnesota, and the organization looks forward to working with him.
In a recent episode of Pro Football Talk, ******* yst Mike Florio shared his thoughts, as he believes that McCarthy might be cut from the Vikings' roster, and said:
"Two weeks ago, Vikings quarterback J.J. McCarthy lost the starting job to Kyler Murray.
Now, McCarthy could be on the verge of losing the backup job to Carson Wentz.The two split reps at practice for the second team on Tuesday.And the Vikings have to ultimately fill out the depth chart. Coach Kevin O'Connell has left the door open to the possibility of the backup quarterback job being available to either guy.And if McCarthy should somehow fail to be QB2, with the roster cuts coming, it's possible that McCarthy won't be a Viking come next Monday. Whether it's because he's traded or whether because they decided to just eat the remainder of his guaranteed salary through 2027 and release him."
If J.J. McCarthy loses the QB2 spot to Carson Wentz, will McCarthy be on the team after the roster reduces to 53? pic.twitter.com/vdL7Z7EGM5
#coach #minnesota #kevin
Although the quarterback has lost the starting job to Murray, the head coach insisted that McCarthy still has a future in Minnesota, and the organization looks forward to working with him.
In a recent episode of Pro Football Talk, ******* yst Mike Florio shared his thoughts, as he believes that McCarthy might be cut from the Vikings' roster, and said:
"Two weeks ago, Vikings quarterback J.J. McCarthy lost the starting job to Kyler Murray.
Now, McCarthy could be on the verge of losing the backup job to Carson Wentz.The two split reps at practice for the second team on Tuesday.And the Vikings have to ultimately fill out the depth chart. Coach Kevin O'Connell has left the door open to the possibility of the backup quarterback job being available to either guy.And if McCarthy should somehow fail to be QB2, with the roster cuts coming, it's possible that McCarthy won't be a Viking come next Monday. Whether it's because he's traded or whether because they decided to just eat the remainder of his guaranteed salary through 2027 and release him."
If J.J. McCarthy loses the QB2 spot to Carson Wentz, will McCarthy be on the team after the roster reduces to 53? pic.twitter.com/vdL7Z7EGM5
#coach #minnesota #kevin
2 days ago
Megyn Kelly is criticizing Kim Kardashian and Kanye West over the increasingly public career of their 13-year-old daughter North West, arguing that the former couple is moving too quickly as North releases music, performs live and develops an image of her own.
Kelly addressed North during the August 25 episode of The Megyn Kelly Show with Dr. Drew Pinsky, focusing on her new Dazed cover, blue hair, piercings and recent music video. According to TMZ, Kelly accused Kardashian and West of "rushing" to turn their daughter into a star without adequately considering the potential downside of growing up in public.
North's music career has accelerated considerably in 2026. She released the six-track debut EP N0rth4evr in May, performed her first solo festival set in June and released a music video for "Aishite" in August. Her fall Dazed cover followed, accompanied by an interview about music, fashion and what she wants to do next.
Kelly's criticism arrives as North herself is insisting that starting young is her choice, while Kardashian has previously defended her daughter's self-expression and acknowledged making parenting decisions she later reconsidered.
Kelly compared North's life with that of her own son Thatcher, who is close to the same age, before questioning how quickly North has been moved into professional entertainment. "My son is riding his bike, playing tennis, and playing something called bucket golf with his buddies in the backyard," Kelly said in the show's coverage of the discussion.
#north #august #dazed
Kelly addressed North during the August 25 episode of The Megyn Kelly Show with Dr. Drew Pinsky, focusing on her new Dazed cover, blue hair, piercings and recent music video. According to TMZ, Kelly accused Kardashian and West of "rushing" to turn their daughter into a star without adequately considering the potential downside of growing up in public.
North's music career has accelerated considerably in 2026. She released the six-track debut EP N0rth4evr in May, performed her first solo festival set in June and released a music video for "Aishite" in August. Her fall Dazed cover followed, accompanied by an interview about music, fashion and what she wants to do next.
Kelly's criticism arrives as North herself is insisting that starting young is her choice, while Kardashian has previously defended her daughter's self-expression and acknowledged making parenting decisions she later reconsidered.
Kelly compared North's life with that of her own son Thatcher, who is close to the same age, before questioning how quickly North has been moved into professional entertainment. "My son is riding his bike, playing tennis, and playing something called bucket golf with his buddies in the backyard," Kelly said in the show's coverage of the discussion.
#north #august #dazed
