Timyan Bank Alert on X
Merion Road Capital Management and Blue Hill Advisors urge United Bancorporation of Alabama $UBAB to return excess capit... https://t.co/Ej02jreaap
Archive
914 storiesJun 25 – Jul 7
Tuesday, July 7 1 story
Monday, July 6 2 stories
Mike on X
They were! $WULF signed deal with Anthropic today https://t.co/82fVRUxJtN
Is insider buying a signal if the insiders are always wrong? $LILAK
LILAK’s canceled GCI Liberty deal, preferred-stock distribution, and $1.7 million of insider buying revive governance concerns around John…
Saturday, July 4 2 stories
Nat Stewart on X
@orrdavid I don't own $WEN but I do see a powerful upside potential. Perhaps I am biased as it has been my favorite burger fast food restaurant for 35+ years (the only one my parents let us go to when I was a kid😂).
marginofdanger on X
Is anyone looking at these busted digital treasury companies? A quick glance suggests a bunch of them are trading at 50%+ discounts to NAV with otherwise clean balance sheets. Will they all merge in stock for stock deals? Or convert into ETFs? $BRR $XXI $BMNR
Friday, July 3 1 story
marginofdanger on X
$QUCT ranch for sale for $75 million: https://t.co/dOfoTwB6ly
Thursday, July 2 3 stories
Laughing Water Capital on X
@darkstarsats @JoesAutopen @cfrischer1 @CalgaryLeveen @mil01425146 @SteveCrowley Probably for the same reason the opposition has submitted reports that need to break the laws of physics in order to suggest interference. $NN
Timyan Bank Alert on X
Regions Financial $RF buys investment bank in latest bolt-on https://t.co/Lb11zJT8vY
PesoRama ($PESO.V) FINS Review
PesoRama’s 0.64 current ratio, operating cash burn and 111% annual dilution offset 36% Q1 revenue growth, despite replacing an 18.5% loan…
Wednesday, July 1 4 stories
mavix on X
Leatt partnered with Cardo Systems on the Cardo Venture, an off-road MOTO 8.5 helmet with integrated real-time mesh communications.
$VEON: a busted EM telecom hiding a 4x? | Samit Umatiya, UIG Funds
VEON’s 84% Kyivstar stake and JazzCash underpin a sum-of-the-parts case for 4x upside, despite its sanctioned shareholder, capital…
mavix on X
Portfolio end-July 2026 holdings include Centrotec, Toyokumo, Evolution, Leatt and BioRem, with Treatt sold.
Tuesday, June 30 3 stories
Porter Collins on X
@MidwestHedgie @lurker8679 @PhilMickelson $PCT is certainly still a show me story. Both companies have certainly had terrible capital raises.
Pershing Square Challenge 2026 finalists on MSA Safety: a hidden quality compounder? $MSA
MSA Safety’s Pershing Square Challenge finalists pitch gas-detection subscriptions, mandated SCBA replacement cycles and a 2023 liability…
mavix on X
Shelly Group, $SLYG, sees intelligent control of cooling, shading and energy consumption gaining importance as summer heatwaves increase, supporting long-term building automation growth.
Monday, June 29 3 stories
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…
Sunday, June 28 2 stories
$FOX dropped 25% buying $ROKU. Is the market wrong? | Simeon McMillan, Accrued Interest
Fox’s $22 billion Roku deal cut FOXA 25%, but Simeon McMillan argues Roku’s streaming-TV reach, advertising upside and synergies make the…
Under The Hood, Wingstop Inc. ($WING)
Wingstop generates most of its $697 million revenue from franchise royalties across a 3,153-restaurant, 98%-franchised system while…
Friday, June 26 2 stories
marginofdanger on X
Pershing Square analyst ownership of a $1 billion stake in $PS is cited as evidence of SPAC overvaluation and Bill Ackman’s poor capital-allocation judgment.
The Biggest Bull Signal On Entravision
Entravision’s lost Meta relationship reset its business model, setting up a bullish case for the company’s recovery.
Thursday, June 25 1 story
Mike on X
Good results recently for $MEI https://t.co/pw7Uhce7ZB
