ARKO trades at 3 times estimated 2025 owner’s earnings, while its 73.6% APC stake exceeds its $473 million market cap.
$TRIP just keeps drifting lower Chart looking pretty ugly... but soon to receive ~70% of market cap in cash from a divestiture Hmm... https://t.co/id7F8fQ7PS
$PPIH is building something special :) https://t.co/6Up5g7be96
$BNC crypto side was rugged wen equity rug https://t.co/38ZNEfzTCJ https://t.co/DgGTja8pKb
$ODD up over 25% premarket on not-horrible results. Sometimes the best opportunities are in moves from bad to ok, rather than good to great. https://t.co/qPmo56jCl8
@Benthom41722354 $NWBO needs no introduction. Such a bozo operation. Never heard of $AABB
Once again an awful day to be a 200-IQ $BUR holder
$VRRM *
The Pipeline: Blue Ridge $BRBS worked to shore up its business between two sale offers | S&P Global Market Intelligence https://t.co/nfapDdBkkI
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.
CCOI · long Cogent Communications (CCOI) is presented as a long investment idea, revisiting prior bull cases from 2022 and 2025.
Arcturus Therapeutics is advancing ARCT-810 for OTC deficiency after phase 2 data normalized glutamine and ammonia levels, with $191.5…
C. C. Abbott 
Priority Technology’s chairman offered $6.00 to $6.15 a share to take PRTH private, while Zack Buckley argues Treasury Solutions and…
GeoPark’s Bare Block acquisition targets $1.2 billion of 2030 EBITDA, but 42.1 million to 47.6 million new shares and Gilinski control…
Signet, Medipal and First REIT headline 27 situations spanning buybacks, activism, M&A and liquidation catalysts.
Farmland Partners trades at 70% of NAV, with farmland appreciation, commodity prices and crop insurance supporting earnings beyond AFFO.
Dane Bowler 
ContextLogic will acquire specialty-solvent maker gChem for $850 million, funded by a $650 million rights offering and $250 million of…
Kodiak AI’s stock collapse coincides with a planned year-end long-haul driverless launch, while cash burn, customer concentration and…
High Alpha Professor 1 click
Titan Mining reported Q2 revenue of $25.7 million and adjusted EBITDA of $9.6 million as zinc output rose, while advancing its Kilbourne…
Build-A-Bear Workshop, the toy retailer.
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