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
LEEEF · long LEEF Brands, California’s largest cannabis extract manufacturer, supplies distillate, live resin and rosin to leading California brands.
BL Value Investors Club 2 clicks
Boston Omaha trades at $13.31 versus a $23-$30 intrinsic-value estimate, with billboard, broadband, hangar and surety businesses valued at…
American Biltrite carries $41 million of asbestos and environmental liabilities and $28 million of debt, leaving property sales, cost cuts…
Amplitech's bull case rests on $118 million in 5G Open RAN LOIs, 125% projected revenue growth and a 1x EV/sales valuation.
S Multibagger Monitor 10 clicks
GAMCO Investors trades OTC at a $550 million market cap, with $150 million in excess cash and a 5.2-5.7x operating-income valuation despite…
S Exploring with Alluvial Capital
DoubleDown Interactive trades near its $485 million cash balance while generating $150 million of annual free cash flow, with acquisitions…
Franklin Street Properties pursues strategic alternatives for its office-property portfolio.
BL Clark Street Value
Net Lease Office Properties is a REIT office basket pursuing a spin-off and liquidation.
BL Clark Street Value 2 clicks
Spar Group, a $27 million retail-services company, refocused on U.S. merchandising after Highwire’s $2.50-per-share buyout failed, leaving…
GCI Liberty trades cheaply, holds tax assets, and faces investor fatigue with John Malone.
BL Clark Street Value 2 clicks