2.3x P/E, Recurring Revenue, Net Cash 4x Market Cap
Dental Patient Care America, an OTC dental cooperative with 750 members, trades at 2.3 times earnings while holding net cash worth four…
Thursday, February 19
Thursday, February 19, 2026
Everything we published on this day.
4 stories
Fred Liu on X
Key Take-Aways from @ballmatthew 's State of Video Games Report: 1. In-App Advertising 2x'd in last 5 years $APP 2. Mobile in-app ads is almost as big as PC & Console Spend combined 😲 3. 65% of mobile games revenue comes from mid & low end smartphone users $SE 4. "Rest of World" (SE Asia, Latam, etc) accounted for all of the growth since 2021.
Shift4 Company Podcast Episode Released!
Shift4 built its payments business by acquiring gateway nodes and migrating merchants to its processing platform; revenue has compounded…
Braemar Hotels & Resorts: HST Four Seasons Sale, Updated Thoughts
Braemar Hotels & Resorts’ Four Seasons sale prompts updated views on HST.
