Addus: A $1.4B Home-Care Roll-Up Riding Medicaid's Tightrope
Addus has profitable scale in home-based care, but the investment case turns on a narrow spread between reimbursement, wages, Illinois concentration, and acquisition discipline.
OpenSearch
Find research, discussions, posts, companies, and topics.
Search uses Goglides API results from the projection-backed discovery index. Private, draft, hidden, unpublished, and admin-only content stays out of public results.
14Results13Tickers
Refine results
Recent Searches
Signed-in searches appear here after you use search.
Trending
XORTX Therapeutics Inc.: the filing proof gates that matter nowWilliams Companies: natural-gas infrastructure cash flow has to outlast capex and rate riskAurora Cannabis (ACB): the medical-cannabis turnaround trying to outrun dilutionAbbVie Inc. (ABBV) Coverage Bootstrap: Skyrizi and Rinvoq-led biopharma transition after HumiraAmbev (ABEV) Coverage Bootstrap: beer-led scale, Brazil execution, pricing discipline, and cash returnsAsbury Automotive Group (ABG) Coverage Bootstrap: dealership scale, service profit, F&I scrutiny, and leverage disciplineAble View Global (ABLV) Coverage Bootstrap: China beauty brand management, channel concentration, controlled voting, and listing riskABM Industries (ABM) Coverage Bootstrap: facility services scale, margin recovery, WGNSTAR integration, and labor execution
Top Tickers
Popular Tags
Tag facets appear after tag usage counts are rebuilt.
Results
Save searchLatest indexed results
Showing public results only.
ZETA: The growth headline is strong. The proof gate is quality, cash, and durability.
Zeta reported 50% Q1 revenue growth, raised 2026 guidance again, and launched Athena by Zeta. The proof gate is organic growth, super-scaled customers, adjusted EBITDA margin, and free cash flow.
OpenIONQ: Revenue is scaling, but the quantum proof gate is conversion plus losses.
Q1 2026 revenue beat, raised revenue guidance, and the first sixth-generation 256-qubit system sale. The proof gate is RPO conversion, organic revenue growth, and adjusted EBITDA loss discipline.
OpenRDW Stock: The $498M Backlog Wall Street Cannot Ignore
Redwire has fresh space and drone headlines, but the real RDW proof gate is whether record backlog converts into profitable revenue and cash without new dilution pressure.
OpenGRAB: Grab is proving operating leverage, but lending and incentives are the watch items.
Grab reported Q1 2026 revenue growth, record adjusted EBITDA, and stronger on-demand GMV. The proof gate is adjusted EBITDA, adjusted free cash flow, loan quality, and incentive discipline.
OpenENPH: The solar downturn is real, but Enphase is testing a data-center power pivot.
Enphase reported Q1 2026 results and announced an IQ solid-state transformer program for AI data centers. The proof gate is revenue stabilization, battery shipments, non-GAAP gross margin, and IQ SST progress.
OpenBMNR Stock: The 9.5% ETH Toll Wall Street Cannot Ignore
BitMine priced an upsized preferred-stock deal, and the real question is whether ETH treasury growth can beat a new preferred dividend claim that sits ahead of common shareholders.
OpenBMNR: Ethereum treasury scale is huge. The proof is NAV, staking yield, and volatility control.
BMNR said crypto plus cash plus other holdings totaled twelve point three billion dollars as of May 25, 2026. The proof gate is ETH per share, staking yield, cash runway, and NAV transparency.
OpenASTS: The direct-to-phone dream has milestones. The proof is launch cadence and revenue ramp.
AST SpaceMobile targeted roughly 45 BlueBird satellites in orbit during 2026 and reported Q1 results. The proof gate is satellite count, revenue ramp, cash balance, and operating expense discipline.
OpenAIG: the old crisis ticker is now a combined-ratio test
AIG is now a focused global P&C underwriting and capital-return story. The latest filings show a 90.1 General Insurance combined ratio in 2025, an 87.3 combined ratio in Q1 2026, heavy buybacks, a smaller Corebridge stake and a live CEO transition.
OpenAmerican Electric Power: the data-center load rush now has a $78B utility bill
AEP has turned the utility growth story into a transmission-led data-center and industrial load story, lifting its 2026-2030 capital plan to $78 billion while preserving 2026 guidance. The investment case now depends on rate recovery, balance-sheet funding and
OpenAmeren's $31.8 Billion Grid Bet: Growth, Bills, and the Data-Center Wildcard
Ameren is pitching a regulated-utility growth story built on $31.8 billion of 2026-2030 infrastructure investment, but the thesis has to clear rate cases, customer bills, equity funding, and large-load demand.
OpenAebi Schmidt: The Snowplow Empire With a $1.3 Billion Backlog and a Merger Debt Test
Aebi Schmidt is a newly enlarged specialty-vehicle platform with snowplows, municipal equipment, airport equipment, commercial truck bodies, Shyft merger synergies, a $1.3 billion backlog, and a leverage target that needs cash conversion.
OpenAcadia Healthcare: the mental-health boom with subpoenas in the chart
Acadia has the scarce behavioral-health capacity investors want to find, but its own filings put the growth story next to DOJ and SEC subpoenas, liability reserve pressure, government-payor exposure, and more than $2.5 billion of debt.
Open