Carl Spackler

Costar Group calls out Zillow $Z aggressive marketing tactics banning real estate agents who don’t market listings on their platform. $CSGP offering boosted visibility for agents that’s happening too and CEO personally visited w/ one this past week.

Morningstar increases estimate on United Rentals $URI from $590 to $938. "We believe the company has a robust and enduring cost advantage versus peers, derived from economies of scale and scope. It is well managed, with margins and returns superior to peers."

Highlighting @GavinSBaker comments on Astera Labs $ALAB w/ the stock +20% today. Huge beneficiary of the AI Capex cycle: "The only real merchant alternative that can enable rack-scale computing for other custom chips"

.@MattBelloni on Colbert and CBS: “The ad market is not coming back for linear TV. And if you’re looking at this unemotionally shows that are not making money should not be on the air.” New SkyDance regime at $PARA … will see major cuts in initial programming.

Did $NKE get their mojo back?

Scottie -400 with 28 holes to play

Larry Culp is that guy, huh? $GE a 6-bagger past 3 years.

Uniform rentals, cleaning supplies, and first aid equipment is a 10-bagger over the past 10 years. Cintas $CTAS 10-year chart...