1298 storiesFeb 10 – Apr 1
$MRLN. Recent SPAC. Development-stage science project attempting to make autonomous airplanes. Even if they ever get FAA approval, it will take a brave sole to get in a plane with no pilot and/or send high value cargo. Many existing autopilot competitors. Burning $70M/ year.
XPEL CEO Ryan Pape has delivered roughly 47% TSR and 35% revenue CAGR, with a self-help margin plan targeting a tripling of EPS by FY28.
NN has drawn bipartisan support for alternative GPS, framing resilient navigation as a national-security priority despite investor concerns.
LandBridge outlined $300 million in pore-space free cash flow within five years; its Permian data-center project remains proof of concept.
New Fortress Energy’s restructuring cancels its 12% 2029 notes for 94.3% of BrazilCo, $974 million of New NFE preferred and 25.8% of New…
@CorneliaLake 100% probability Geck rules against $SOC. It's going to be funny to watch
Lifecore Biomedical's Series A preferred can PIK rather than force an equity raise, preserving upside if its delayed operating inflection arrives.
Theravance Biopharma began a strategic review after a failed Phase 3 trial.
Hallador’s 1 GW Merom plant could supply a proposed 1,000-acre Sullivan County data center, with local filings and Stantec references tying…
$OTCM beast of a quarter https://t.co/6h385yzu4x
$trux gets a lot of love on here (and rightly so), what are some other high quality otc banks with good underwriting culture and history of compounding earnings power at a respectable clip?
AerCap sells aircraft at 2x book value and repurchases stock near 1x book, cutting shares outstanding 31% in three years.
Kaspi.kz’s 850 KZT ADS dividend establishes a roughly 9% yield after Hepsiburada spending; Japanese buyback disclosures test whether 0.61x…
Copart’s fiscal Q2 2026 revenue fell 4% and U.S. insurance units dropped 11%, as underinsured drivers and carrier volumes weighed while IAA…
Ategrity Specialty’s 30% premium growth, stable reserves and $50 million buyback target an undervalued, thinly traded specialty insurer.
Braemar Hotels & Resorts’ Four Seasons sale prompts updated views on HST.
Shift4 built its payments business by acquiring gateway nodes and migrating merchants to its processing platform; revenue has compounded…
$GPGI Stagnating credit card manufacturer (fka CompoSecure). Levered up 4x to acquire commodity plastic injection molding company Husky. Last month CEO departed, this week CEO and CFO of Husky left. Now rudderless with very ambitious guidance almost certain to get revised lower.
Vaca Muerta’s $36–45-per-barrel breakevens, Milei reforms and $17 billion infrastructure buildout underpin the bullish case for Vista…
Airbnb’s fourth-quarter revenue rose 12% to $2.8 billion and GBV 16%, while product improvements and AI spending target booking conversion…
Adobe trades at 14x free cash flow after a 60% decline despite growth, with AI, its business-model transition and creative-software…
$ANDG. Resurrected Arthur Andersen of Enron fame. Provides small business valuation and tax services—being disintermediated by AI, highly competitive. Ironically reported a material weakness in internal controls. Aggressive growth and valuation. Multiple other red flags.
Nippon Carbon trades at 1x book with net cash and a 4.2% dividend while expanding aerospace materials through GE/Safran joint ventures.
@cfrischer1 validation of what $NN CFO Tim Gray said at Seaport a few weeks back: https://t.co/OT4MFWbPxQ
