ARKO trades at 3 times estimated 2025 owner’s earnings, while its 73.6% APC stake exceeds its $473 million market cap.
Ahh, I see we are back to selling everything and buying semis. So much fun, I love investing. At least this time I have a small $SOXS short and a $DXYZ long to make me feel a bit better.
$TRIP just keeps drifting lower Chart looking pretty ugly... but soon to receive ~70% of market cap in cash from a divestiture Hmm... https://t.co/id7F8fQ7PS
$ODD up over 25% premarket on not-horrible results. Sometimes the best opportunities are in moves from bad to ok, rather than good to great. https://t.co/qPmo56jCl8
Once again an awful day to be a 200-IQ $BUR holder
$VRRM *
The Pipeline: Blue Ridge $BRBS worked to shore up its business between two sale offers | S&P Global Market Intelligence https://t.co/nfapDdBkkI
Can the expert stock shareholders of fintwit anonymously collab to create a public Dropbox link with all the annual reports and allow others to upload? (eg $LGNC, $BSND, $MAKE, $CAOX, $PCPJ, $PAWH, $CUSI, $AGTT etc) happy to contribute the reports that I have. https://t.co/S83xS3upu5
@fides_capital and sugar $SB
Pioneer Bancorp’s acquisitions lifted loans 13.6% and Q2 net interest margin to 4.30%, but expenses, weaker profitability ratios and a…
Crimson And Gold Research 4 clicks
Groupon CEO Dušan Šenkypl and CFO Rana Kashyap discuss rebuilding the local-experiences marketplace with AI infrastructure, better…
Sofwave Medical grew Q2 revenue 43% as recurring usage fees reached 46% of sales for its non-invasive ultrasound skin-tightening devices.
Priority Technology’s chairman offered $6.00 to $6.15 a share to take PRTH private, while Zack Buckley argues Treasury Solutions and…
GeoPark’s Bare Block acquisition targets $1.2 billion of 2030 EBITDA, but 42.1 million to 47.6 million new shares and Gilinski control…
Farmland Partners trades at 70% of NAV, with farmland appreciation, commodity prices and crop insurance supporting earnings beyond AFFO.
Dane Bowler 
ContextLogic will acquire specialty-solvent maker gChem for $850 million, funded by a $650 million rights offering and $250 million of…
Kodiak AI’s stock collapse coincides with a planned year-end long-haul driverless launch, while cash burn, customer concentration and…
High Alpha Professor 1 click
Build-A-Bear Workshop, the toy retailer.
Two U.S. protein-snacking companies lost $6 billion in market value as impairments, inventory growth and margin pressure test whether the…
TRIP · long Tripadvisor (TRIP) is presented as a long idea.
Arcturus Therapeutics is advancing ARCT-810 for OTC deficiency after phase 2 data normalized glutamine and ammonia levels, with $191.5…
C. C. Abbott 
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…
EverQuote, an $864 million digital insurance marketplace, and PAR Technology, an $808 million restaurant software provider, lead a…
Michael Burry on Build-A-Bear Workshop, Part 1.
RR 2026-08-29 Richtech Robotics faces 9.5% revenue growth, 159% higher OPEX and a RaaS contract pipeline that fell from $6.6 million to $2.1 million.
Andres Veurink 1 click
Higher rates could compress equity multiples and raise AI data center lease costs, while UWMC and Cogent raise questions about CEO-driven…
Verra Mobility renewed Hertz tolling management for five years. AutoKinex lets rental customers buy tolling, fuel and protection products…
ARQQ 2026-08-25 Arqit Quantum trades at 397.6x FY26 EV/Sales while facing 5.44 million shares of dilution, cash burn and uncertain recurring revenue.
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