H&R REIT's proposed GO Residential transaction faces investor opposition over rejected $12.50 cash bids, insider benefits and tax…
S Nugget Capital Partner's Substack 2 clicks
Helus Pharma's HLP003 Phase 3 depression data is due in 4Q26, with $166.4 million in cash and dilution risk from a $100 million ATM…
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Petri Dish Reports 3 clicks
Hippo’s insurance platform posted 61% premium growth, a 95.8% combined ratio and a fifth profitable quarter as it shifted toward carrier…
S Substack von Philipp 8 clicks
Brazil Potash has secured court support and a power agreement, but financing, dilution and potash-price-sensitive EBITDA remain central…
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Wolf Report 3 clicks
Hyster-Yale trades at 0.16 times sales as lift-truck bookings rebound and restructuring targets $85 million to $100 million in annual…
S Calvin Blissett 3 clicks
Namib Minerals posted H1 adjusted EBITDA of $19.0 million, up 76%, as higher gold prices offset lower production.
BL Atrium Research - Equity Research 1 click
Lesaka CEO Ali Mazanderani has bought more than $10 million of stock while pursuing a $20 to $30 valuation case through targeted…
S Mispriced Assets 5 clicks
Cogent Communications and AI data-center bottlenecks feature in a newsletter update on recruiting, financial media and conference takeaways.
S Stock Thoughts 3 clicks
Lesaka’s executive chairman has invested more than $10 million personally and targets EPS compounding above 40% through consumer, merchant…
S Mispriced Assets 2 clicks
VersaBank's Q3 revenue rose 23% and adjusted net income 27%, while a 2.19% net interest margin and 19.15x forward earnings temper its 2027…
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Grassroots Trading 1 click
SFIX · long Stitch Fix’s 2017 IPO rested on overly ambitious long-term growth expectations and an unrealistic definition of its addressable market.
BL Value Investors Club 1 click
Daktronics allegedly paid Kawhi Leonard millions in a hidden sponsorship deal tied to the Clippers’ Intuit Dome, raising fresh questions…
Butler National Corporation is the subject of a stock pitch presented at the MS Microcaps Summer Virtual Conference.
S The Value Road 8 clicks
Groupon, Corsair and StepStone report within 15 minutes, setting up volatility between Groupon’s after-hours release and its Friday morning…
CareCloud runs provider billing without taking receivables risk, then cross-sells cloud software and stratusAI across 45,000-plus providers…
S Substack von Philipp
Diversified Energy cut $233 million of debt in 1H26, repurchased $93 million of stock and sold $273 million of land and assets while…
S The Oak Bloke 7 clicks
Watches of Switzerland says Roberto Coin, e-commerce and pre-owned watches generate 24% of revenue, as private equity interest follows its…
S Hidden Gems Investing
Xerox is pitched as a cash-generating managed-decline value play, with debt, activist interest and short interest setting up a potential…
S Hidden Rock Capital's Newsletter
Lionheart Holdings’ 41-cent CUBWW warrants hinge on a SPAC merger valuing KEO Energy’s Venezuelan PetroUrdaneta stake at $1 billion, versus…
S Triple S Special Situations Investing 7 clicks
Cematrix posted record Q2 revenue of $18.7 million, up 76%, and $3.5 million of net income, while backlog fell 9% from year-end.
S Wolf's Substack 2 clicks