1299 storiesAug 28, 2025 – Nov 12, 2025
@yummyCenturyEgg the "studies" that the opposition have submitted are full of false assumptions and bad data, as demonstrated by $NN. Why would objectors willingly submit bad studies? logical explanation is b/c proper studies show no interference.
@yummyCenturyEgg @MGardnerDA1235 @dylan55917 8/x) add this to the list of common sense and technical arguments that demonstrate how the 900 band is not messy. Assume the $NN bears will ignore this, as they ignored the above points. https://t.co/wqpbmn33X7
Priority Technology received an opportunistic buyout proposal, with its business better suited to remaining public absent a much higher…
Howard Hughes’ MPC execution and asset base support an expected insurer acquisition, while shares trade at a deep discount to intrinsic value.
NN’s low-band spectrum could gain value as Apple pursues satellite-to-phone service and seeks greater control over its satellite network.
A recent spin's accounting change cut 2024 adjusted EBITDA by 1% without affecting free cash flow; ex-working-capital FCF per share is forecast to grow more than 30% next year.
Good quarter from $NATL and thesis on track. -The ATMaaS business continues to outperform... 37% y/y growth in Q3... and it's on track to be 40%+ in Q4, well ahead of our expectations -SSB delivered >50% incremental EBITDA margins in Q3, fueling 21% EBITDA growth for the segment
Sotherly Hotels buyout creates a preferred-share conversion arbitrage opportunity.
$NN has sought engineer-to-engineer collaboration with its opposition for roughly 18 months, but the opposition has declined to engage in testing.
Neonode says moving toll-system spectrum by a few MHz would cost tens of millions, while camera-based AI already handles half of toll reading.
RFID spectrum policy faces a dispute over why U.S. users need 28 MHz when Europe and Japan use 6 MHz and China uses 5 MHz.
NextNav says industry engineering and valuation professionals consider its spectrum clean, rebutting criticism of the asset’s quality.
NN’s spectrum assets are likely valuable, despite a bearish view based on a selective reading of the company’s prospects.
Argentine banks, tariff-exposed stocks and Customer’s Bancorp anchor an earnings-season watchlist after Milei’s election victory,…
WaterBridge and Secure trade at 10–11x 2025 EBITDA despite produced-water disposal economics resembling higher-multiple municipal waste…
WaterBridge and Secure trade at roughly 11x and 10x 2025 EBITDA despite produced-water disposal’s lower maintenance capex and…
$QSG Announced the core business sold for only $2.5M. This was 100% of the company as recently as April. Now it's a fad toy company trading at 4-5x sales (FY2026 sales guide of $100M-$150M, +$500M mkt cap). Legacy VCs almost certainly going to unload now.
$RAVE “The ‘I ate at Pizza Inn’ restaurants experienced a 30.6% year over year sales lift and a 34.7% traffic lift for the final eight weeks of the fourth quarter… have completed eleven reimages and the reimage results continue to be very positive. We opened new…” 1/2
Fair Isaac raised FICO Score royalties from roughly $0.50–$0.60 in 2022 to $4.95 in 2025, drawing regulatory scrutiny over its…
Braemar Hotels & Resorts initiated a sales process and faces a gross asset management contract.
MercadoLibre’s Daniel Wu discusses MELI’s Latin American e-commerce operations, fintech business model, growth opportunities and risks on…
180 Degree Capital plans to merge with Mount Logan Capital and launch a tender offer, leaving open questions around the transaction.
$QSG: Delayed filing. Mounting accounting issues. Failed ed biz buying a toy company (highly dilutive). US-based VC fund DCM owns 21% S/O. Will be hard to justify an investment in an ed company that devolved into a toy business to their LPs. Likely the next legacy holder to sell.
Amplitech's bull case rests on $118 million in 5G Open RAN LOIs, 125% projected revenue growth and a 1x EV/sales valuation.
