ARKO trades at 3 times estimated 2025 owner’s earnings, while its 73.6% APC stake exceeds its $473 million market cap.
@vapreps @DarkfireCapital There were many opportunities to sell $BORT too early. https://t.co/PHXDkTM888
@vapreps Lyn Hayth did a fine job turning $BORT after the GR and Michelle Austin has continued the tradition.
99.95% drawdown since 2021 IPO Exclusive | Leslie’s Prepares Chapter 11 Filing as Soon as Next Week in Houston $LESL https://t.co/hwBacd4X4A
Another interesting SOTP play. Love my topo atmos. $DBI https://t.co/qDGIBEqrIl
Shorting low P/Es sometimes works: $SSTK and $GETY https://t.co/aRCDW2nrC2
$RAVE down 20%+ today... FY26 results looked good (sales + earnings growth at core franchise business) ...but dispute around CEO comp surfaced (likely driving sell-off) https://t.co/gA7o6lNFzr
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.
LWAY · long Lifeway Foods holds 95% market share in kefir, is growing 20% to 35%, and trades at 12 times projected 2027 earnings as its capex cycle…
GCI Liberty reversed its planned Liberty Latin America share swap with John Malone, who will buy GCI’s $107 million LLA stake at cost after…
Hallador Energy’s 1 GW Merom coal plant recasts HNRG from a thermal coal miner into an Indiana independent power producer positioned for…
Escalon Medical sold its loss-making Axis software unit to Nikon subsidiary Optos for up to $3 million, exceeding its enterprise value; the…
Angel Studios, $ANGX, has 2.22 million paying members and $365 million in ARR after turning adjusted EBITDA and operating cash flow…
Douglas Dynamics’ Attachments revenue rose 67% in Q1 as heavy snowfall drove parts sales and dealer restocking.
Enviri plans to sell Clean Earth for $3.04 billion, distribute $14.50-16.50 a share, and spin New Enviri at an implied 4-5.5x EBITDA ahead…
MAPS shareholder will vote 1.75 million shares against declassification, say-on-pay and auditor ratification, and withhold from all…
Entravision’s Smadex and Adwake mobile ad platform generated $154 million in Q1 2026 revenue, up 204% year over year, using proprietary…
Bumble’s Q1 revenue fell 14% to $212.4 million as paying users dropped 21%, while marketing cuts lifted EBITDA margin to 39% ahead of a Q4…
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