CME perpetual-futures activity is tested against more than 240,000 CFTC data points on open interest and dealer positioning.
S First Strike Research Sep 3 14 clicks
Dollar General’s Q2 FY26 comparable sales rose 3.5%, beating Walmart U.S.
S TSOH Investment Research Sep 3 1 click
Two U.S. protein-snacking companies lost $6 billion in market value as impairments, inventory growth and margin pressure test whether the…
S The Value Road Sep 2 12 clicks
Chevron committed $7 billion to expand Venezuelan output as record U.S. production and elevated oil prices lifted Q2 earnings.
SA Bay Area Ideas Sep 2 3 clicks DoorDash’s delivery economics rely on customer tips and flexible labor, while rising courier costs make autonomous delivery central to…
S MBI Deep Dives Sep 2 5 clicks
IREN’s AI contracts now include customer prepayments covering 45% to 55% of GPU CapEx, while three-year pricing has risen 125% since…
SA Quantryon Capital Sep 2 5 clicks Genuine Parts Company is one of eight potential rebound stocks on RC’s September 2026 watchlist.
S Rebound Capital Sep 2 2 clicks
Sangamo Therapeutics’ Chapter 11 asset sales leave common equity tied to $100 million in PTC Fabry therapy approval milestones and a…
S Triple S Special Situations Investing Sep 2 6 clicks
Andrada Mining’s Uis ore sorter targets higher tin grades and lower unit costs after FY26 operating cash flow reached £4.7 million, but…
S The Oak Bloke Sep 2 7 clicks
Tectonic Therapeutic's TX45 CpcPH-HFpEF program gains support from Merck's CADENCE data; Phase 1b hemodynamics and cash through Q1 2029 set…
SA Equity Eagle Sep 2 2 clicks HGV · long Hilton Grand Vacations faces an inflection point in profitability growth and free cash flow generation.
BL Value Investors Club May 29
Char Technologies’ Q2 brought $700,000 revenue and a $1.36 million net loss, while weak liquidity, related-party loans and dilution raise…
Adobe built PostScript, Photoshop and PDF into desktop-publishing standards, using free Acrobat Reader and integrated Creative Suite tools…
S Speedwell Memos Jun 25 1 click
XPEL sells paint-protection film and DAP cutting software, using 90,000-plus vehicle templates to win share from 3M and Eastman.
S Rebound Capital Jun 24 1 click
A tiny defense supplier trades at roughly 6.5x estimated normalized EBIT as military-program volumes rise and a strategic review considers…
S The Mikro Kap Jun 24 1 click
Aimia trades at 0.75 times pro forma book value, with C$163 million to C$192 million of cash after the Bozzetto sale and Rhys Summerton…
Charter’s $11 billion to $8 billion capex plan may not be durable as copper-network upgrades face fiber competition, while CHTR shares have…
S Base Hit Investing Jun 22
Apollo’s Marc Rowan argues private-credit risk depends on underwriting, seniority, leverage and diversification, not whether a bank or fund…
S scuttleblurb Jun 19 1 click
Mammoth Energy Services rose above $3 after trading below net cash, aided by divestments, first-quarter adjusted EBITDA profitability and a…
S Hidden Rock Capital's Newsletter Jun 18
Fiserv fell nearly 10% after CEO Mike Lyons left for Truist, while Olin's stock-funded 0.5476-share offer values Huntsman below its prior…
S Hidden Rock Capital's Newsletter Jun 16