DeFi Development’s Solana treasury strategy faces dilution, preferred dividends and tight liquidity after a 50% rally, with $4.3 million of…
SA
Dorine Cherop
Special-situations survey flags Cooper’s $3 billion buyback, Grab’s $900 million repurchase, and Beretta’s $44.80 partial tender for Sturm…
S Latticework by MOI Global 1 click
Pioneer Bancorp’s acquisitions lifted loans 13.6% and Q2 net interest margin to 4.30%, but expenses, weaker profitability ratios and a…
SA
Crimson And Gold Research 4 clicks
Beasley Broadcast Group's equity hinges on repaying or arranging sales for roughly $115.5 million of debt by September 2027, before PIK…
S Calvin Blissett 1 click
Zentek initiation report.
BL Atrium Research - Equity Research 5 clicks
CVD Equipment is winding down manufacturing, cutting half its staff and weighing liquidation, with $23.5 million of cash and a…
S Obscure Stocks 3 clicks
Groupon CEO Dušan Šenkypl and CFO Rana Kashyap discuss rebuilding the local-experiences marketplace with AI infrastructure, better…
S Mispriced Assets 5 clicks
Independence Realty Trust is buying Centerspace in stock to create an $8.1 billion apartment REIT, targeting 5% 2027 Core FFO per-share…
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Dane Bowler
NET Power’s $1.80 shares are paired with January $2 covered calls for 40 cents as the company pivots from carbon capture to Permian…
S Triple S Special Situations Investing 2 clicks
Sofwave Medical grew Q2 revenue 43% as recurring usage fees reached 46% of sales for its non-invasive ultrasound skin-tightening devices.
S Substack von Philipp 1 click
TMCR · short Metals Royalty Company, a U.S.-focused critical-minerals royalty platform, direct-listed on Nasdaq in April 2026 and holds royalty and…
BL Value Investors Club
New Fortress Energy’s restructuring cancels its 12% 2029 notes for 94.3% of BrazilCo, $974 million of New NFE preferred and 25.8% of New…
S Triple S Special Situations Investing 2 clicks
Lands’ End’s March 19 results could clarify the WHP IP joint venture, debt paydown and retained stake, supporting a rerating beyond the…
S Rod’s Ruminations
MAPS reported $39.8 million of FY25 adjusted EBITDA and $62.4 million of cash as a holder builds a record around a possible affiliated bid.
S Rod’s Ruminations
Mount Logan Capital repurchased shares at $9.43 before an oversubscribed tender and forced selling drove them to $5.00, below $10.39 book…
S Rod’s Ruminations
Hallador’s 1 GW Merom plant could supply a proposed 1,000-acre Sullivan County data center, with local filings and Stantec references tying…
S Multibagger Monitor 9 clicks
Theravance Biopharma began a strategic review after a failed Phase 3 trial.
BL Clark Street Value 2 clicks
Seaport Entertainment sold 250 Water St for $142 million and leased the loss-making Tin Building, while TerraVest’s Q1 cash EBIT margin…
S Hidden Gems Investing
Hydreight Technologies (NURS.V) is a digital-health business with growing revenue, partners and customers, positioned as an acquisition…
S Byron Street Research
Bilbel Capital’s 2025 letter details CareCloud’s $16.5M Medsphere acquisition, targeting $35–40M EBITDA in 2026, and recounts losses from…
S Bilbel's Substack 1 click