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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
Issues124Founded2 years agoLast Issue12 days ago
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Latest Issues

The Most Profitable Razor Blade in Medicine Is About to Get Cheaper. On Purpose.

A $450 million settlement, a 3% to 5% price cut and the slowest U.S. growth in years all landed in one earnings release. The market saw three problems. There may be only one decision.

Inside the wrist of certain robotic surgical instrument...

12 days ago
23
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A $1 Billion Mine Switched On. Cash Earnings Nearly Tripled. The Stock Is 19% Off Its High.

Shipments jumped 65% while quarterly spending fell 69%. Then the CEO sold $5.5 million of stock at $110 and management warned the next half will look weaker. Somebody is reading this one wrong.

Commodity stocks are supposed to move on pric...

17 days ago
20
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Delta’s Fuel Bill Just Jumped $6 Billion. This $4 Billion Stock Raised Guidance and Sank Anyway.

It’s 35% below its August high after a deal nearly the size of its own market value. Underneath, its new-parts business grew 23% without help from acquisitions. Which story is the market pricing?

Last Friday, Delta Air Lines cut its profit...

20 days ago
16
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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...

a month 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...

a month ago
24
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