Regal Rexnord Data Centers. Robotics. AI. Oh My!
Regal Rexnord, a $15 billion industrial power-transmission and motion-control company, is positioned around data centers, robotics and AI.
Monday, June 29
Monday, June 29, 2026
Everything we published on this day.
13 stories
THC · long Tenet Healthcare CORP
Tenet Healthcare generates roughly two-thirds of profits from hospitals and one-third from ambulatory surgery centers.
OSG · long Octave Specialty Group INC
Octave Specialty Group, formerly Ambac Financial, is pitched as a long after its municipal bond insurance past.
NRGV · long Energy Vault Holdings INC
Energy Vault (NRGV) is pitched as a long at about $4 per share, with contracted owned-and-operated projects supporting a $10 to $15 target.
EUXTF · long Euronext NV
Euronext has evolved from a regional cash-equities exchange into a pan-European market-infrastructure platform after a decade of technology…
BSX · long Boston Scientific CORP
Boston Scientific, the interventional cardiac-device leader, is rated long after a share-price and P/E decline tied to slower market growth…
Everybody Sold the Power
Fermi, a $6 billion Texas power developer with 17 gigawatts of planned capacity, needs its first data-center lease before turbine financing…
Here Is Every Cheap Stock On The OTC
A review of 2,144 OTC listings identifies more than 200 profitable companies trading cheaply on earnings or assets, beginning with…
Quick Value #320 - Somnigroup (SGI)
Somnigroup’s $2.5 billion all-stock Leggett & Platt acquisition adds vertical integration as the bedding leader targets mid-single-digit…
Why I Bought a Deep-in-the-Money META Call Instead of Shares
Meta investor bought a $350 December 2028 call for $26,901, preserving $28,123 versus 100 shares while betting AI and data-center spending…
Tim Eriksen on X
@thewritser @CapitalShipyard At first glance that is the worst structured rights offering I have seen in quite awhile. Great for the group backstopping it. $MCDIF
Raging Capital Ventures on X
Bought a bunch of $CMCSA on this fade back to around $25. While it will take around a year to breakup the business (and they don’t plan to buyback stock during this time), separating media/theme parks from cable should be very accretive to the valuation.
[ZTS] Zoetis could use a booster shot
Zoetis’ pet-drug blockbusters have shifted its mix from low-growth livestock medicines to durable companion-animal franchises with softer…
