El Al trades near 2x EBITDA after wartime near-monopoly profits, with $1.3 billion of net cash and owned aircraft weighed against customer-float, regulation and normalization risks.
@be4_the_h3rd @JasperRidley $xgn just getting started imo
@ragingbullcap $PBT interesting here to. Merging with royalty acres/surface interests owned by affiliate of the operator, converting to a C-Corp. Softvest is once again the architect as with $TPL https://t.co/acWX95uQQI
QNB Corp. $QNBC Announces Pricing of Common Stock Offering https://t.co/5mPLeT0iSH
@mathlonning $SIF especially, I thought the Q was good
@LocalHero55 @OtterMarket @gatorcapital Post on an even more obscure MHC bank. And yes, $TFSL is a great income instrument, with (eventually) a chunky cap gain exit when they finally convert.
I just published the Earnings Update about the Q2 2026 results of Leatt $LEAT. You can find it in the Portfolio section of the blog :) https://t.co/HSSFsXmH3R
SA 2026-08-20 Seabridge Gold's KSM gold-copper project could re-rate on a joint venture, 2027 feasibility study and infrastructure progress, with gold…
Redfern Research 
Jumia’s January 2028 $7/$15 call spread risks $1.15 for up to $6.85 if cost cuts and marketplace growth deliver adjusted EBITDA and…
DoorDash’s integrated autonomous-delivery strategy contrasts with Uber’s 2026 divestment of Serve Robotics, its former delivery-robot…
E.W. Scripps, Team Internet, Monro, doValue and Inter & Co feature as special-situation trades involving mergers, asset sales, leverage and…
DNOW’s MRC Global merger targets $75 million of synergies, with a 2029 bull case of $30 to $32 per share driven by cash flow and rerating.
Macy’s and Kohl’s face renewed short cases as their recent reratings ignore fading store-refresh gains, credit-card earnings exposure and…
Entravision’s ATS revenue rose 230% to $182.8 million in Q2, but shares fell from above $14 to about $8 after management forecast…
UWMC booked a roughly $600 million Q2 hedging loss tied to TWO months after the deal collapsed, contributing to an expensive capital raise.
Navient trades near 40% of tangible book as Gator Financial Partners argues private student-loan growth and restructuring can reverse its…
Pernas Research names Capstone Energy and Stabilis Solutions as AI data-center power beneficiaries, alongside Tenable, Upwork, Wise and…
PERF · long Perfect Corp., a Taiwan-based beauty-tech microcap SPAC, trades below net cash despite sales growth after falling from a brief $2 billion…
DMRC’s incoming CEO can earn more than $40 million if shares rise roughly fivefold, despite an 8-K warning of substantial doubt about the…
LILAK’s canceled GCI Liberty deal, preferred-stock distribution, and $1.7 million of insider buying revive governance concerns around John…
PesoRama’s 0.64 current ratio, operating cash burn and 111% annual dilution offset 36% Q1 revenue growth, despite replacing an 18.5% loan…
VEON’s 84% Kyivstar stake and JazzCash underpin a sum-of-the-parts case for 4x upside, despite its sanctioned shareholder, capital…
Wingstop generates most of its $697 million revenue from franchise royalties across a 3,153-restaurant, 98%-franchised system while…
Entravision’s lost Meta relationship reset its business model, setting up a bullish case for the company’s recovery.
Entravision’s path from a $9 Spanish-language broadcaster to a $100 adtech stock rests on an adtech-driven valuation model.
AnaptysBio’s Jemperli royalty receipts rise after a Sagard financing obligation ends in 2027.
A software powerhouse posts a record quarter while trading at a 52-week low, raising a valuation disconnect between its business model and…
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