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IYKYK Stocks

IYKYK Stocks is your gateway to exceptional investing, fuelled by a passion for uncovering the world's best stocks.

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PricingFreemiumPublishesTwice weekly
Issues121Founded2 years agoLast Issue6 days ago
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Latest Issues

A Stock “Crashed” 84% in One Day. Sixteen States Are Now Suing to Find Out Where the Money Went.

What’s left behind holds about $2 billion in net cash, trades near 5x EBITDA, and moved out of the S&P 500 this morning. Whether that’s a bargain now depends on a judge.

Last Thursday, one of the biggest names in American agriculture lost...

6 days ago
29
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Accenture Just Jumped More Than 20%. A $5.5 Billion Rival Is Growing 3x Faster for About the Same P/E.

Investors priced it as an AI casualty: its 52-week low sits 44% below its 52-week high. Then its AI business grew 30%.

For nine months, the market has been running one very simple trade. AI will write the code, answer the phones and proces...

11 days ago
23
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$462 Million in Profit. A 16% Stock Drop. Something Doesn’t Add Up.

A historic diesel shortage is colliding with one of the strangest post-earnings selloffs in the market.

Much of the fuel that keeps Hawaii running depends on a single mooring buoy 1.7 miles off Barbers Point, according to Honolulu Civil Be...

13 days ago
26
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A Private Startup Just Got Valued at $12 Billion. It Makes Roughly a Fifth of This Company’s Revenue.

Cyera just raised money at 80 times revenue. The 14-year-old public company doing the same job, more profitably, trades at about 7 times — and is fielding a buyout of its own.

Somewhere in the last few days, a venture capital term sheet di...

18 days ago
23
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Congress Just Tripled the Missile Budget. The Pentagon Says That’s Not the Hard Part Anymore.

Interceptor funding is up 727% in one budget line. Defense economists say money was never the bottleneck — factories are. One supplier sits inside it, near a 52-week low.

The Number Nobody’s Framing Correctly

a month ago
13
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