ARKO trades at 3 times estimated 2025 owner’s earnings, while its 73.6% APC stake exceeds its $473 million market cap.
Security was a breeze at Sofi thanks to $evlv https://t.co/J0TVDC7F8Q
$ESP - solid earnings. Numbers were record high, but main negative is book-to-bill sub 1. However, that's expected as funding will flow in '27. One interesting thing - they added language about positive revenue growth into '27. Normally they haven't provided any sort of guidance.
@AltayCapital I've started buying TIPs. I'm also very tax inefficient. Might starting buying more $BOXA.
Apparently, my mom is now buying stocks. We're all in trouble now. She wanted to know what to buy (she already owns $SIF ). I gave her $RFIL and $OCC. This will clearly determine if I'll be invited to thanksgiving this year.
Does anyone have access to this expert call on $EVC? https://t.co/qzqUNc627j
$EVC crashing as I’m only up 310% now. My wife is seriously pissed the heck off.
DeFi Development’s Solana treasury strategy faces dilution, preferred dividends and tight liquidity after a 50% rally, with $4.3 million of…
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…
Pioneer Bancorp’s acquisitions lifted loans 13.6% and Q2 net interest margin to 4.30%, but expenses, weaker profitability ratios and a…
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…
Zentek initiation report.
CVD Equipment is winding down manufacturing, cutting half its staff and weighing liquidation, with $23.5 million of cash and a…
Groupon CEO Dušan Šenkypl and CFO Rana Kashyap discuss rebuilding the local-experiences marketplace with AI infrastructure, better…
Independence Realty Trust is buying Centerspace in stock to create an $8.1 billion apartment REIT, targeting 5% 2027 Core FFO per-share…
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…
Sofwave Medical grew Q2 revenue 43% as recurring usage fees reached 46% of sales for its non-invasive ultrasound skin-tightening devices.
NINE · long Nine Energy Service (NINE) is a domestic onshore oilfield-services consolidation play as U.S. rig counts show early signs of recovery.
CDTi has doubled revenue since 2020 to $10 million and is moving catalyst programs for data centers, methane abatement and carbon capture…
Star Equity’s $5 per-share Harte-Hanks acquisition offers $2.50 cash plus 0.25 STRRP per share after proration, against a $2 break price.
RCEL 2026-08-24 AVITA Medical’s more predictable reimbursement, RECELL GO rollout and PermeaDerm economics support adoption, with cash flow breakeven…
Myriam Alvarez 4 clicks
Portillo’s reset follows weak Texas unit economics, cutting next year’s openings to five from roughly 10 annually and shrinking store…
RCAT 2026-08-23 Red Cat targets $150–$180 million in FY2026 revenue after 527% growth, with margin expansion dependent on second-half drone-contract…
Petri Dish Reports 3 clicks
CAAP reported decent second-quarter earnings and its first dividend, while Brazil rose on an election poll and USMCA trade developments…
Stabilis Solutions lost its Galveston LNG offtake anchor, revenue fell 36% in 1H’26, and limited liquidity leaves its data-center power…
PTLO 2026-08-20 Portillo's guidance cut followed a 1.2% same-restaurant-sales decline and 1.9% margin compression, while its $343 million TRA liability…
KC Research 2 clicks
Verra Mobility's new seven-year Avis agreement replaces a customer worth over 10% of revenue on materially worse economics, exposing…
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