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.
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
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
The $MGM bid was fugazzi. Now we buy? https://t.co/Zi2T462m8v
@StanG42548339 @420yooper69AMC I appreciate it. By putting all that money into $AMC you allowed $AMC to issue more shares. It used that to repay bonds owned by hedge funds and bought at a discount. Hedge funds made money. You lost. Thanks for playing.
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…
Undercovered Dozen spotlights 12 lesser-covered stocks, including Rithm Capital, Sterling Infrastructure and Corning.
The Undercovered Dozen 
Shift4 trades at 6.5 times EBITDA despite 11% organic growth, with Shift4 Dine equipment leases reaching a $400 million run rate as…
Corteva will spin off its Pioneer seed business, Vylor, on October 1, leaving crop protection RemainCo that could trade at 6.5-8.5x 2026…
CoStar spent more than $1 billion building Homes.com to challenge Zillow, betting seller-agent leads, proprietary listing content and…
Crocs, CNX and Group 1 are tested against Dillard’s buyback-driven share-count reduction, with Group 1 leading and CNX’s convertible notes…
Vail Resorts, down 60% since 2022, is pitched for an El Niño-driven ski-season rebound; the portfolio also buys ORR and shorts GEO.
EEFT · long Euronet Worldwide (EEFT) is presented as an asymmetric opportunity, citing its strong balance sheet and shareholder-friendly capital…
Norwegian Cruise Line’s $15 billion debt and 2026-27 capex delay deleveraging, despite fuel-efficient new ships and stronger projected 2028…
Alpha Metallurgical Resources has $263 million of usable liquidity and targets zero cash burn by 2027 through mine cuts, Wildcat ramp-up,…
ZETA 2026-08-19 Zeta Global’s Athena AI superusers grow four times faster, while comprehensive adopters generate 70% of revenue.
Alpha Line 1 click
Rocket Lab and Firefly won access to US space contracts as AI-driven HBM demand tightens memory-chip supply through 2027.
Colombia’s earthquake frames risks for Tecnoglass as Grupo Aval, Bancolombia and Nu report strong earnings, including Nu’s 67% EPS growth.
ZhongAn Online trades at 0.57 times book after five profitable underwriting years, with a 95.8% combined ratio and ZA Bank’s first…
DNOW’s MRC Global merger targets $75 million of synergies, with a 2029 bull case of $30 to $32 per share driven by cash flow and rerating.
Cellebrite cut 2026 ARR guidance by $15 million, replaced its CEO and saw shares fall 30% as elongated sales cycles raise execution…
Riot Platforms has 241MW of contracted data center capacity, including a 191MW, 20-year $9.8 billion frontier AI lab deal, as it shifts…
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