Eagle Point Credit's NAV is down 25% YTD and shares nearly 50%, while its expense ratio climbed to 9.21% despite a 25% yield.
SA Anthony Cataldo 10h ago 1 click SaaS companies including Salesforce, ServiceNow, CrowdStrike, Synopsys and Veeva are ranked by agentic AI progress, from pilots to…
S Jimmy's Journal 10h ago 5 clicks
Build-A-Bear's push into prestuffed toys and broader retail distribution tests brand stretchability, but recent results warrant caution.
S TSOH Investment Research 10h ago 7 clicks
Lennar’s land-bank costs pressure homebuilding margins, while Flowers Foods weighs a Tastykake sale after falling branded-bread share,…
S Latticework by MOI Global 12h ago 10 clicks
LendingTree derives roughly two-thirds of revenue from insurance and trades near 4 times expected adjusted earnings despite record revenue,…
S Substack von Philipp 13h ago 5 clicks
SA Michael Fitzsimmons 14h ago 4 clicks Occidental Petroleum’s debt should fall further after Q3 oil prices averaged $85 per barrel WTI and $91 Brent.
S Open Insights 14h ago 6 clicks
Elutia’s antibiotic-eluting surgical matrices target breast-surgery infections, with Minot Light valuing $100 million in sales at a…
S Capital Employed 15h ago 13 clicks
Hess Midstream, Iovance Biotherapeutics, Netlist and nine other lesser-covered stocks make this week’s Undercovered Dozen.
SA The Undercovered Dozen 20h ago 10 clicks Digital Realty paid $120 million for Atlanta-area parcels including a former Army dump with buried carcinogens and military ordnance.
BL Hunterbrook 25h ago 22 clicks
SKIN · long SkinHealth Systems owns a dominant professional skincare consumables franchise but trades at roughly $115 million market cap and $255…
BL Value Investors Club Jul 21
Wells Fargo’s Q3 EPS beat and $12.5 billion net interest income failed to move shares, while WFC.PZ preferreds yield 7.10%.
SA Jeremy LaKosh 31h ago 5 clicks Semtech raised Q3 guidance and targets $3.2 billion of fiscal 2030 revenue, excluding upside from its AI data-center optical and copper…
S CV's Substack 42h ago 12 clicks
DigitalOcean’s CEO says the cloud company will not take on extraordinary leverage to fund its AI push.
BL The Technology Letter 45h ago 22 clicks
Optical-component vendor call covers 800G and 1.6T demand, AI cluster optical density, market share, pricing and 2027 growth for Coherent,…
S P Equity Research 46h ago 14 clicks
SiriusXM trades at 6.5 times free cash flow, a 15% yield, with high short interest and catalysts that could drive a short squeeze.
S Eagle Point Capital Oct 17 55 clicks
SA Tim Travis Oct 17 10 clicks Steve Eisman examines AI data-center debt, CoreWeave's tech correction and agentic AI's effect on banks as earnings season begins.
YT Steve Eisman Oct 16 22 clicks
RELX’s 13-petabyte fraud and identity data moat supports its high-margin Risk segment as its valuation falls to roughly half its peak P/E.
SA LA Capital Oct 16 8 clicks Gloo's $3.25 follow-on, going-concern warning and $28.0 million first-half cash burn frame the short case against its acquisition-driven…
S Guardian Research Oct 16 17 clicks