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.
@davey_juice @taobanker I own both. $NU seems inevitable. $INTR more execution and single-market risk but a lot more upside if it works and gets rerated.
@taobanker $INTR at 1.2x book 5.5x '27 earnings with a 16% ROE growing at 20% a year probably qualifies. But yes, $BLX is incredible and I still kick myself for selling most of my position at $25 after buying at $15. Grabbed defeat from the jaws of victory there.
@be4_the_h3rd @JasperRidley $xgn just getting started imo
@BoxLongs Wild truth is that if $SNAP chooses they can earn over $1/share in FCF next year. $5 stock.
@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
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 
Norwegian Cruise Line’s $15 billion debt and 2026-27 capex delay deleveraging, despite fuel-efficient new ships and stronger projected 2028…
PGY 2026-08-19 Pagaya Technologies reported Q2 2026 network volume of $3.54 billion, 19% revenue growth and 99% adjusted net-income growth, while trading…
Akim Guerreiro 
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 $600 million Q2 hedging loss tied to TWO months after the deal collapsed, contributing to an expensive capital raise.
PRGLY · long PureGold Price Club, the Philippines’ largest food retailer, operates hypermarkets, supermarkets, minimarts and S&R membership warehouses.
Tiptree ($TIPT) is positioned around a potential Fortegra sale announcement; Fortegra generates substantially all revenue.
China Yuchai (CYD) trades at 2x EBITDA and 0.3x book as data-center backup-power demand, buybacks, and net cash support an earnings…
Tecogen ($TGEN) sells gas-or-electric chillers that management says cut data-center cooling costs 30–40%, with factory utilization offering…
EDreams’ Prime travel subscription model makes the €3.6 billion European OTA a potential Uber, Airbnb or Amazon acquisition target.
Red Cat’s Teal Drones is one of two remaining candidates for a $600 million to $1 billion-plus U.S.
Nvidia’s $380,000 Nano-X stake came from Zebra Medical Vision’s acquisition and is managed by another reporting person, undermining the 50%…
Sarepta’s Exondys 51 approval despite a 12-patient trial frames FDA regulatory risk and a call to remove Commissioner Robert Califf.
PureCycle’s largest shareholder, Sylebra Capital, keeps financing its delayed, over-budget plastic-recycling plant despite covenant…
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