CBIZ activist Ryan Bunn urges ending buybacks, issuing equity and resuming bolt-on acquisitions to delever after the $2.3 billion Marcum deal and restore its M&A compounding model.
A software powerhouse posts a record quarter while trading at a 52-week low, raising a valuation disconnect between its business model and…
Vidrala has grown from a Spanish glass-container maker into a multi-country packaging platform with expanding Latin American exposure.
AXT’s 85.5%-owned Tongmei depends on offshore pricing, export approvals and transfer-pricing economics despite AI-optics demand.
Shift4 built its payments business by acquiring gateway nodes and migrating merchants to its processing platform; revenue has compounded…
A former value-investor darling, down 50%, pairs a monopoly with a recurring-revenue razor-and-blade business; debt paydown, margin…
Haw Par combines Tiger Balm’s stable cash flows with property, leisure and healthcare operations plus stakes in UOB and UOL.
National Beverage’s rare share repurchase is framed as a buy signal, with 50% upside projected.
Argentine banks, tariff-exposed stocks and Customer’s Bancorp anchor an earnings-season watchlist after Milei’s election victory,…
Upstart says longer repayment terms lifted Q1 debt-settlement acceptances 50%, but does not disclose delinquency changes or the number of…
Sarepta’s Exondys 51 approval despite a 12-patient trial frames FDA regulatory risk and a call to remove Commissioner Robert Califf.
BCO · long Brink’s $6.6 billion cash-and-stock acquisition of NCR Atleos underpins the long case, citing strategic and financial rationale.
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