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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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
HRBR · long Harbor Diversified trades at about $0.65 per $1.00 of cash, with at least $150 million in cash as its sole asset.
BL Value Investors Club 1 click
Organigram’s shares fell 25% after Q1, despite Motif Labs making OGI Canada’s largest cannabis producer and a top-three player across major…
S Raging Bull Investments 1 click
VYX executive chair James Kelly replaces David Wilkinson as CEO.
S Nongaap Investing
EDreams nears 7.25 million Prime members and €180 million of Cash EBITDA, marking its shift from an online travel agency to a…
S 310 Value’s Newsletter 1 click
Playtika's governance is so poor it may create a contrarian opportunity.
S Nongaap Investing
OTC Markets has lost many profitable small companies to buyouts, privatizations and SEC Rule 15c2-11.
S Exploring with Alluvial Capital
Tecogen ($TGEN) sells gas-or-electric chillers that management says cut data-center cooling costs 30–40%, with factory utilization offering…
S Multibagger Monitor 3 clicks
Electric Last Mile Solutions sold assets for $104.6 million after its $5 million OTC market cap reflected a Chapter 7 liquidation and…
EDreams’ Prime travel subscription model makes the €3.6 billion European OTA a potential Uber, Airbnb or Amazon acquisition target.
S 310 Value’s Newsletter 2 clicks
Cipher Pharmaceuticals’ $89.5 million Natroba acquisition doubles EBITDA to about $24 million and adds U.S.
S Raging Bull Investments