Elutia’s antibiotic-eluting surgical matrices target breast-surgery infections, with Minot Light valuing $100 million in sales at a…
S Capital Employed 4h ago 5 clicks
Bumble agreed to a $1.3 billion take-private deal, while Netflix cut about 1,000 jobs and Meta discussed its Muse superintelligence models.
S TSOH Investment Research Oct 16 11 clicks
Dream Finders Homes’ controlling owner borrowed against DFH stock before the homebuilder agreed to finance an acquisition with costly…
BL Hunterbrook Oct 15 14 clicks
Park Aerospace’s 11% Q2’27 sell-off overlooks sole-source PAC-3 rocket-motor materials and A320neo engine composites, with missile capacity…
S Monte Independent Investment Research Oct 15 12 clicks
FlyExclusive posted 22% Q2 revenue growth and a 20.4% gross margin, but negative free cash flow, net debt and preferred capital leave…
SA Dhierin Bechai Oct 15 1 click Shenandoah Telecommunications’ Glo Fiber buildout ends this year, and private infrastructure investors’ repeated fiber deals frame a…
S Phynvesting Oct 14 20 clicks
El Pollo Loco plans 18 to 20 FY26 openings, including 15 franchised New York stores over five years, as asset-light expansion and…
SA Pedro Goulart Oct 14 1 click SED Energy's proposed Ventura merger projects a 22% to 40% dividend yield, but idle tender barges, debt and repayments materially reduce…
S Cannibal Stocks Oct 13 8 clicks
Cabaletta Bio's 40% sell-off leaves CABA below its $2.41 pipeline value ahead of pivotal rese-cel autoimmune data in 2027, despite dilution…
SA Cypriot Invests Oct 13 2 clicks Park Aerospace reported 27% revenue growth and 72% EPS growth, supported by composite materials for Airbus engines and PAC-3 rocket motors.
S Monte Independent Investment Research Oct 13 5 clicks
FINV · long FinVolution, a China and ASEAN unsecured consumer lender, trades at 4x earnings and 0.5x book value.
BL Value Investors Club Jul 20 1 click
Femasys' $30 million PIPE funds its fertility and birth-control launch, with upside tied to OB/GYN sales execution and health-system wins.
SA Daron Evans Oct 14 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 Oct 12 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 Oct 11 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 Oct 10 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 Oct 10 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 Oct 9 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 Oct 8 3 clicks
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 Oct 8 5 clicks
Cogent Communications and AI data-center bottlenecks feature in a newsletter update on recruiting, financial media and conference takeaways.
S Stock Thoughts Oct 7 4 clicks