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…
SA
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…
SA
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
SEER · long SEER Inc became a founder-offer special situation just before publication.
BL Value Investors Club
Re/Max’s outstanding share count is revised after previously omitted shares under its holding-company structure, alongside updated Real…
S Emerging Moats Research
Stabilis Solutions lost its Galveston LNG offtake anchor, revenue fell 36% in 1H’26, and limited liquidity leaves its data-center power…
S Monte Independent Investment Research
Real Brokerage’s RE/MAX acquisition would triple its agent count, diversify revenue with franchise fees and expand share during a weak U.S.
S Emerging Moats Research
Portillo's guidance cut followed a 1.2% same-restaurant-sales decline and 1.9% margin compression, while its $343 million TRA liability…
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KC Research 2 clicks
Village Farms benefits as Canada’s $1-per-gram cannabis excise tax forces indebted competitors out, consolidating supply with the low-cost…
S Trade Ideas Flow
Verra Mobility's new seven-year Avis agreement replaces a customer worth over 10% of revenue on materially worse economics, exposing…
S The Oak Bloke 13 clicks
Indie Semiconductor’s automotive sensing chips are finding robotics demand, while industrial, navigation and quantum businesses sit inside…
Espey Mfg. & Electronics, ESP, supplies sole-source power systems for Navy Virginia and Columbia submarines, retaining fixed-price…
Alpha Metallurgical Resources has $263 million of usable liquidity and targets zero cash burn by 2027 through mine cuts, Wildcat ramp-up,…