Rayonier’s 4.0 million acres are valued at $393 an acre after other assets, versus $1,200 to $1,800 cutover-land sales, framing the timber REIT as an inflation hedge.
@kashyap286 $GOOS?
The egg market is getting killed and I am tempted to play this cycle bottom. Anyone up to speed on $VITL? This thing is looking so beaten down. https://t.co/wUgfMUorWW
$TAP A quarter century and zero capital gain. Now being kicked out of the S&P https://t.co/RM49KQJm36
The bottleneck play on this is $COMP? 🧭 https://t.co/1ClFMI3z4d
Anyone get the dividend from Gravity $GRVY yet? I expected a bit of a delay.
It's Tecnoglass time $tgls. https://t.co/5gjN6emyo1
Has anyone done work on the prediction market ecosystem? Want to explore beyond the leaders to shit-tier plays like $GEMI and $ROLR.
EVC reported a solid second quarter and outlook.
Limbach's EBITDA fell 30% as organic revenue declined, but 1 Main Capital calls the weakness temporary and views CYMCOR as its first…
Lumen is shedding consumer lines for data-center services; $9.2 billion of deferred revenue, up 72%, supports its enterprise order book…
MDA Space is added to the Aurelion Index after hiring engineers, signing large contracts and expanding facilities; the thesis cites…
Cleveland-Cliffs' 2027 upside depends on contract resets and Stelco earnings, while management directs free cash flow to deleveraging…
The Bullionaire 1 click
Waystar sells revenue-cycle software for a US claims process where roughly 18% of submitted claims are initially denied and healthcare…
Genius Sports guided for $1.005–$1.025 billion of revenue and $285–$295 million of adjusted EBITDA despite higher leverage from the Legend…
Mayank Marwah 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…
FTRE 2026-08-30 Fortrea’s adjusted EBITDA rose 24% in H1 as cost cuts outpaced a 3.4% revenue decline, while new business awards increased 19%.
Manimala Misra 2 clicks
Higher rates could compress equity multiples and raise AI data center lease costs, while UWMC and Cogent raise questions about CEO-driven…
EQPT · long EquipmentShare.com, EQPT, is presented as a long idea and potential multibagger following its recent IPO, with a setup compared to Carvana.
Priority Technology received an opportunistic buyout proposal, with its business better suited to remaining public absent a much higher…
Argentine banks, tariff-exposed stocks and Customer’s Bancorp anchor an earnings-season watchlist after Milei’s election victory,…
WaterBridge and Secure trade at 10–11x 2025 EBITDA despite produced-water disposal economics resembling higher-multiple municipal waste…
Ruger trades at a $468 million enterprise value, about 7 times normalized free cash flow, with $101 million cash and no debt as gun demand…
China Yuchai’s potential MGP IPO could separate its data-center and genset arm, with employee incentives tied to a listing and a proposed…
GAMCO Investors trades OTC at a $550 million market cap, with $150 million in excess cash and a 5.2-5.7x operating-income valuation despite…
Acuren's Q2 revenue rose 1.5% to $313.9 million before its NV5 merger; post-close selling drove TIC down 21% as management targets $20…
DoubleDown Interactive trades near its $485 million cash balance while generating $150 million of annual free cash flow, with acquisitions…
Paxman sells chemotherapy scalp-cooling systems, expanding US reimbursement and utilization after acquiring its largest competitor in 2025.
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