EVC reported a solid second quarter and outlook.
S Nat Stewart - Stock Picking Newsletter Sep 1 15 clicks
Limbach's EBITDA fell 30% as organic revenue declined, but 1 Main Capital calls the weakness temporary and views CYMCOR as its first…
YT Yet Another Value Podcast Sep 1 9 clicks
Lumen is shedding consumer lines for data-center services; $9.2 billion of deferred revenue, up 72%, supports its enterprise order book…
BL Cestrian Capital Research. Sep 1
MDA Space is added to the Aurelion Index after hiring engineers, signing large contracts and expanding facilities; the thesis cites…
S Aurelion Research Sep 1 5 clicks
Cleveland-Cliffs' 2027 upside depends on contract resets and Stelco earnings, while management directs free cash flow to deleveraging…
SA The Bullionaire Sep 1 1 click Waystar sells revenue-cycle software for a US claims process where roughly 18% of submitted claims are initially denied and healthcare…
S scuttleblurb Aug 31 5 clicks
Genius Sports guided for $1.005–$1.025 billion of revenue and $285–$295 million of adjusted EBITDA despite higher leverage from the Legend…
SA Mayank Marwah Aug 31 5 clicks Ultragenyx targets $730-760 million of 2026 revenue after GENGLYCOS approval, with UX111’s FDA decision and GTX-102 Phase 3 data due in…
Fortrea’s adjusted EBITDA rose 24% in H1 as cost cuts outpaced a 3.4% revenue decline, while new business awards increased 19%.
SA Manimala Misra Aug 30 2 clicks Higher rates could compress equity multiples and raise AI data center lease costs, while UWMC and Cogent raise questions about CEO-driven…
YT Yet Another Value Podcast Aug 27 13 clicks
SLS · short SELLAS Life Sciences Group faces a short case arguing that even a strong clinical outcome does not support its current valuation.
BL Value Investors Club May 25
China Yuchai (CYD) trades at 2x EBITDA and 0.3x book as data-center backup-power demand, buybacks, and net cash support an earnings…
S Maius Partners Feb 5 1 click
OTC Markets has lost many profitable small companies to buyouts, privatizations and SEC Rule 15c2-11.
S Exploring with Alluvial Capital Jan 17
Cementos Argos trades below the value of its 54.7 million Summit Materials shares, with asset sales and strategic holdings providing…
S Exploring with Alluvial Capital Nov 11
EDreams’ Prime travel subscription model makes the €3.6 billion European OTA a potential Uber, Airbnb or Amazon acquisition target.
S 310 Value’s Newsletter Oct 28 2 clicks
Offshore drillers have fallen 25-30% despite floater dayrates above $500,000 and utilization in the high-80% to low-90% range.
S Raging Bull Investments Oct 24 1 click
ALTO Ingredients trades near half of book value after plant upgrades and lower corn prices set up a recovery in crush margins and cash flow.
S Sylence Capital Aug 15 1 click
Cronos Group's Q2 net revenue rose 46% to $27.8 million as Canadian cannabis volumes and market share grew, while its cash balance remained…
S Raging Bull Investments Aug 14
ECIP recipient banks could repurchase Treasury preferred shares at steep discounts, potentially lifting book value, while Hawaiian Electric…
S Exploring with Alluvial Capital Aug 14
Red Cat’s Teal Drones is one of two remaining candidates for a $600 million to $1 billion-plus U.S.
S Multibagger Monitor Jul 10 3 clicks