CoreWeave funds GPU data-center expansion with debt backed by $104 billion in contracted revenue, while GPU cloud rentals generate roughly…
S SixSigmaCapital: Navigating the Financial Markets Sep 22 10 clicks
Texas Instruments, ON Semiconductor and Vishay are rated Accumulate on rising robotics demand for analog, power and discrete chips after a…
BL Cestrian Capital Research Sep 22 7 clicks
Firefly Aerospace grew backlog to $1.5 billion, won two 2028 lunar missions and acquired Space-ng for autonomous navigation across its Blue…
S Monte Independent Investment Research Sep 22 10 clicks
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…
S Aurelion Research Sep 22 10 clicks
Innodata's new Meta contract for long-horizon agent personalization ties the data company to Meta's Muse AI assistant, despite Meta's Scale…
BL Hunterbrook Sep 22 13 clicks
Reddit’s subreddit-driven communities support targeted advertising, and its 0.3 PEG ratio makes RDDT undervalued, according to the upgrade…
SA Fountainhead Sep 22 5 clicks Shift4 trades at 6.5 times EBITDA despite 11% organic growth, with Shift4 Dine equipment leases reaching a $400 million run rate as…
S Yet Another Value Blog Sep 22 5 clicks
Credo Technology was added at $170.54 after a 40% selloff, backed by its high-speed AECs and optical connectivity for AI data centers.
S Hated Moats Sep 22 19 clicks
Copart’s $1.9 billion ACV Auctions acquisition targets renewed growth, with EPS accretion expected by fiscal 2028 as insurance…
SA Robert J. Lake Sep 22 3 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…
S The Value Road Sep 21 9 clicks
CVV · long CVD Equipment (NASDAQ: CVV) offers hard-asset downside protection and upside tied to strategically important technologies.
BL Value Investors Club May 17 2 clicks
Nvidia’s $380,000 Nano-X stake came from Zebra Medical Vision’s acquisition and is managed by another reporting person, undermining the 50%…
S John Hempton's Newsletter Feb 15 3 clicks
Mills Music Trust's 8.5% yield faces declining distributions as songs enter the public domain, while Royalty Exchange lists more than 700…
S Exploring with Alluvial Capital Feb 1 1 click
Rocky Mountain Chocolate Factory fired CEO Robert Sarlis after less than two years, installing director Starlette Johnson as interim CEO…
Rocky Mountain Chocolate Factory CFO Allen Arroyo outlined a multi-unit franchise push, while management called 250 stores at $800,000 AUV…
Rand Worldwide, an Autodesk reseller, grew revenue from $116 million to $306 million while using less equity; expired three-year…
S Exploring with Alluvial Capital Dec 26 1 click
Darden Restaurants posted 2.8% same-store sales growth as Olive Garden and LongHorn outperformed a softer casual-dining market, while…
PFS Bancorp trades at $8.65 despite more than $31 million of tangible equity after its thrift conversion, as recent conversions average a…
S Exploring with Alluvial Capital Nov 13 3 clicks
Sarepta’s Exondys 51 approval despite a 12-patient trial frames FDA regulatory risk and a call to remove Commissioner Robert Califf.
S John Hempton's Newsletter Oct 31 3 clicks
Alnylam’s 2022 50% phase-three gain faces FDA advisory-panel scrutiny over its amyloidosis drug’s label extension.
S John Hempton's Newsletter Sep 12 1 click