Thursday, July 30, 2026

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National Beverage Update

National Beverage’s rare share repurchase is framed as a buy signal, with 50% upside projected.

The Priority Technology Situation

Priority Technology received an opportunistic buyout proposal, with its business better suited to remaining public absent a much higher…

PTON · long

Peloton Interactive INC

Peloton trades near $5.50 with a $2.3 billion equity value and $2.7 billion enterprise value after weak December-quarter earnings and its…

KHTRF · long

Knight Therapeutics INC

Knight Therapeutics (GUD-T) is a long position built on confidence in founder Jonathan Goodman, following his earlier success with Paladin…

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