Friday, May 22

Friday, May 22, 2026

Everything we published on this day.

5 stories

TIC Solutions Update: New performance framework and a path to $26+ per share.

TIC targets $3 billion of 2029 revenue, 18% adjusted EBITDA margin and 85% free cash flow conversion, requiring roughly $400 million of…

TIC $1.9B

Kairos Research May 22

NPWR · long

NET Power Inc

NET Power (NPWR) is a microcap pursuing behind-the-meter power projects for data centers.

NPWR $110M

Value Investors Club May 22

PERF · long

Perfect CORP

Perfect Corp., a Taiwan-based beauty-tech microcap SPAC, trades below net cash despite sales growth after falling from a brief $2 billion…

PERF $196M

Value Investors Club May 22

DASH · long

Doordash INC

DoorDash holds roughly 60% U.S. market share in on-demand restaurant logistics, underpinning a long thesis on its defensible delivery…

DASH $83B

Value Investors Club May 22 1 click

@marginofdanger May 22 1 click

marginofdanger on X

$TIPT filed an 8-K this morning where they said they expected the Fortegra deal to close by Friday 5/29. Pro forma TBV is ~$24/share, stock last 17.17.