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…
GENI · long Genius Sports, a sports data and adtech provider, is pitched as a re-rating opportunity obscured by acquisition noise.
GCI Liberty trades cheaply, holds tax assets, and faces investor fatigue with John Malone.
AAON shares have fallen 45% from November 2024 highs as core HVAC bookings weaken, while BASX supplies hyperscale data-center growth.
Pitney Bowes trades at an 18% FCF yield, with 25% operating margins, 30%-plus ROIC and plans to return free cash flow mostly through…
IMAX China, Hong Kong-listed 1970, is IMAX’s exclusive Greater China licensee, earning box-office-linked fees from premium large-format…
NL Industries’ $330 million market value is backed by $626 million of public stakes and cash, less estimated legal fees, creating a…
Frequency Electronics ($FEIM) trades at its lowest EV/EBITDA multiple since 2016 despite satellite-timing exposure to Golden Dome spending…
Envista, Danaher’s dental spin-off, is pitched as a de-risked long-term opportunity after U.S.
Upstart says longer repayment terms lifted Q1 debt-settlement acceptances 50%, but does not disclose delinquency changes or the number of…
Hallador Energy's Merom plant cleared a MISO review, setting up a potential data-center PPA that could transform the coal miner into a…
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