This Stock Just Got Cheaper on Better Numbers
A debt-free American manufacturer now trades at roughly 7x annualized Q2 EBITDA, with $7.35 per share in net cash and a tender floor 18.5% above the share price.
A debt-free American manufacturer now trades at roughly 7x annualized Q2 EBITDA, with $7.35 per share in net cash and a tender floor 18.5% above the share price.
Entravision’s lost Meta relationship reset its business model, setting up a bullish case for the company’s recovery.
NLOP’s selloff after a weak KBR property sale has created a high-potential IRR entry point.
Priority Technology received an opportunistic buyout proposal, with its business better suited to remaining public absent a much higher…
PEPG · long PEPGen (PEPG) was bought at $1.40 in February 2025 and sold in the mid-$3s the next business day.
IMMR · long Immersion Corp. (IMMR) is presented as trading at a 121% discount to estimated fair value, with a projected 100%+ return within months.
Entravision’s path from a $9 Spanish-language broadcaster to a $100 adtech stock rests on an adtech-driven valuation model.
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