ZIM’s proposed deal carries a claimed 23% spread and 110% IRR by Q4 2026, with Q3 and Q4 dividends potentially raising returns if closing is delayed or rejected.
Wall Street is sleeping on $GME https://t.co/x35RBIivhJ
Yes. Minority specs investors get in line. 7k patents. No puck. Who wants to do the sotp for $snap when they get the $5B (at least) mark on Specs? Is 2.5x ebitda cheap? https://t.co/Y3kEu8rObr
General Mills Profit, Sales Slip as Turnaround Continues $GIS https://t.co/hCadtnVNZ8
Cracker Barrel Targets Sales Growth as New CEO Keeps Strategy Intact $CBRL https://t.co/kyqbCDcQSK
Grail’s Multi-Cancer Blood Test Gets FDA Committee Vote for Premarket Approval $GRAL https://t.co/bdcNEQtgT5
Activist Starboard Urges Construction Company to Explore Sale $KNF https://t.co/SaDmClimTV
Barry Diller Withdraws Bid for MGM Resorts $MGM https://t.co/2iXlXJ49gY
$CROX is the footwear for historic moments https://t.co/BWIcDcD92J
CoreWeave funds GPU data-center expansion with debt backed by $104 billion in contracted revenue, while GPU cloud rentals generate roughly…
Texas Instruments, ON Semiconductor and Vishay are rated Accumulate on rising robotics demand for analog, power and discrete chips after a…
Firefly Aerospace grew backlog to $1.5 billion, won two 2028 lunar missions and acquired Space-ng for autonomous navigation across its Blue…
Cellebrite converts more than 110% of EBITDA into free cash flow and trades at 12.5 times free cash flow, with management targeting 15% or…
Innodata's new Meta contract for long-horizon agent personalization ties the data company to Meta's Muse AI assistant, despite Meta's Scale…
Reddit’s subreddit-driven communities support targeted advertising, and its 0.3 PEG ratio makes RDDT undervalued, according to the upgrade…
Fountainhead 4 clicks
Shift4 trades at 6.5 times EBITDA despite 11% organic growth, with Shift4 Dine equipment leases reaching a $400 million run rate as…
Credo Technology was added at $170.54 after a 40% selloff, backed by its high-speed AECs and optical connectivity for AI data centers.
Copart’s $1.9 billion ACV Auctions acquisition targets renewed growth, with EPS accretion expected by fiscal 2028 as insurance…
Robert J. Lake 2 clicks
GameStop's collectibles mix rose to 45% of sales as gross margin reached 44%, supporting a deep-value case built on cash and store…
TMCR · short Metals Royalty Company, a U.S.-focused critical-minerals royalty platform, direct-listed on Nasdaq in April 2026 and holds royalty and…
BitMine Immersion, an $18 billion Ethereum digital-asset treasury, faces a short thesis that its DAT model is becoming obsolete.
Next PLC’s 9% IRR buyback hurdle helped cut its share count 53% over 20 years, lifting EPS 418% despite profit growth of just 2% annually.
Kaspi trades at 7 times earnings while growing 40%, with its $1 billion Hepsiburada acquisition adding Turkish expansion risk.
CoreWeave (CRWV) has risen 30% in a week and nearly 200% above its IPO price, becoming a focal point of the AI infrastructure bubble.
Fair Isaac raised FICO Score royalties from roughly $0.50–$0.60 in 2022 to $4.95 in 2025, drawing regulatory scrutiny over its…
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…
Canterbury Park’s 140-acre land bank and joint ventures could generate $3.50 to $11.50 per share in pre-tax proceeds, testing whether…
Braemar Hotels & Resorts initiated a sales process and faces a gross asset management contract.
MercadoLibre’s Daniel Wu discusses MELI’s Latin American e-commerce operations, fintech business model, growth opportunities and risks on…
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