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.
When Spiegel sell $SNAP to Bending Spoons? They could crank up the Premium+ prices by threatening to delete everyone’s memories if they don’t pay up Valuations pretty depressed, seems right up their alley
@taobanker I hate to be that guy, but it's all Yen depreciation. The good news though, is at least it isn't $ARCO. https://t.co/qlBUlAF63w
https://t.co/5BLPWc2ddm $ALTO $GPRE
This is actually a great point. $QXO is an opportunistic acquisition vehicle, not a plain vanilla building products company like $BLDR. If it’s just trading with rates, that could be the opportunity… https://t.co/yhGuyFWQAT
$RGR have been out of this name for a while but will take a closer look on today's news that the Beretta agreement will proceed. https://t.co/wKoJJ0N85w
10% owner too $BUKS https://t.co/Jko5en4Z0h
$BUKS insider buying https://t.co/UGTZeMIqV0
great article - thank you for sharing $DFH https://t.co/XCJH6QOE9u
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…
Shift4 trades at 6.5 times EBITDA despite 11% organic growth, with Shift4 Dine equipment leases reaching a $400 million run rate as…
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
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…
ARKO trades at 3 times estimated 2025 owner’s earnings, while its 73.6% APC stake exceeds its $473 million market cap.
Bioventus uses established-product cash flow to cut debt and fund launches, while its 2030 term loan extension and lower margin support its…
Equity Eagle 
MBGL · long Mobility Global Inc. will become a standalone public company through S&P Global’s spin-off of its Mobility division.
Undercovered Dozen spotlights 12 lesser-covered stocks, including Rithm Capital, Sterling Infrastructure and Corning.
The Undercovered Dozen 
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Vail Resorts, down 60% since 2022, is pitched for an El Niño-driven ski-season rebound; the portfolio also buys ORR and shorts GEO.
Meritage Hospitality, a 320-unit Wendy’s franchisee, filed Chapter 11 amid $137 million of bank debt, $391 million of leases and a…
Bumble trades at roughly 2x owner’s earnings and 4.76x enterprise value, with Whitney Wolfe Herd’s return central to a rerating case.
Pacific Health Care trades below its more than $1 per-share net cash despite profitable workers’ compensation claims services, California…
Crocs CEO Andrew Rees turned around the core brand, then borrowed $2 billion for HEYDUDE, whose $737 million write-down followed wholesale…
Quantinuum's improving logical-qubit error correction, 1,504 successful-circuit benchmark score and paid deployments at RIKEN, BMW and…
DeFi Development’s Solana treasury strategy faces dilution, preferred dividends and tight liquidity after a 50% rally, with $4.3 million of…
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