Timyan Bank Alert on X
Home run merger for $PSBQ holders in sale to $BFC https://t.co/wujj6AML12
Archive
1292 storiesMay 13 – May 19
Tuesday, May 19 8 stories
United States Oil Fund Lp
United States Oil Fund faces a short case tied to a long-Brent, short-WTI trade as Strait of Hormuz closure risk disrupts oil markets.
marginofdanger on X
CBBI trades at 0.4x because of its OTC listing and no buyback; projected five-year value is $18.66 without repurchases versus $19.10 with them.
ToffCap on X
$EVC might perhaps be your bias test of the year peeps. https://t.co/4CCScxnYUs
marginofdanger on X
CBBI’s five-year scenarios find reinvesting its $0.50 annual dividend roughly matches a buyback, assuming a sale at 100% of tangible book value. Buybacks lose value if repurchases rise above 0.4x TBV.
Timyan Bank Alert on X
Every bank should have a Chair like Charles Alan Williams of $NPB @NorthpointeBank https://t.co/WJNBIgvvAZ
ToffCap on X
What happened to Fitlife $FTLF ? https://t.co/d53wz8HS64
Vidrala
Vidrala has grown from a Spanish glass-container maker into a multi-country packaging platform with expanding Latin American exposure.
Monday, May 18 4 stories
Harbor Diversified INC
Harbor Diversified trades at about $0.65 per $1.00 of cash, with at least $150 million in cash as its sole asset.
mavix on X
Here it finally is! The BoD of Evolution $EVO has resolved on a EUR 2 billion share buyback program that will commence immediaely. https://t.co/I0bozM6WA2
Little Owl Research on X
Either someone knows something the rest of us are oblivious to… or they’re playing Russian roulette. Tomorrow’s report should be interesting $LUXE https://t.co/al4P94Brcy
Timyan Bank Alert on X
@SEC_digger Patience… $STBI 🤷🏼 https://t.co/wg2SpE9mZy
Sunday, May 17 4 stories
Cvd Equipment CORP
CVD Equipment (NASDAQ: CVV) offers hard-asset downside protection and upside tied to strategically important technologies.
Charles Frischer on X
Fairfax Financial's Buffett backstop mattered most when shares traded at 70% of book value, with Buffett viewed as a potential buyer at 1.5 times book.
C H Robinson Worldwide INC
C.H. Robinson faces new liability exposure after the Supreme Court unanimously allowed state negligent-hiring claims under the FAAAA.
ROAS to Riches
Entravision’s Smadex AdTech segment grew Q1 2026 revenue 204% and generated over $34 million of EBIT, becoming 78% of sales and the core…
Saturday, May 16 2 stories
Teradata CORP
Teradata is a short as its on-premises analytics business declines while enterprises shift workloads to cloud-native platforms.
marginofdanger on X
Seems like $MLP may be selling its water assets to Maui for $30 million https://t.co/hFHq1VRZ20
Friday, May 15 3 stories
Workiva INC
Workiva, an enterprise software platform, trades at a reasonable valuation as it approaches its first profitable period since its 2008…
Fierce_beast on X
@SowingAlphaSeed i am short $nrds
mavix on X
I just published an Earnings Update about the Q1 2026 results of Leatt $LEAT You can find it in the portfolio section of the blog :) https://t.co/Vt9LtiAj90
Thursday, May 14 2 stories
Fierce_beast on X
$CLBT short? i don't totally get it https://t.co/6hqkVNkIss
