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.
OFRM · long Once Upon a Farm (OFRM) makes organic baby food, smoothies and kid snacks using high-pressure processing instead of heat pasteurization.
New Fortress Energy’s restructuring cancels its 12% 2029 notes for 94.3% of BrazilCo, $974 million of New NFE preferred and 25.8% of New…
Lands’ End’s March 19 results could clarify the WHP IP joint venture, debt paydown and retained stake, supporting a rerating beyond the…
MAPS reported $39.8 million of FY25 adjusted EBITDA and $62.4 million of cash as a holder builds a record around a possible affiliated bid.
Mount Logan Capital repurchased shares at $9.43 before an oversubscribed tender and forced selling drove them to $5.00, below $10.39 book…
Hallador’s 1 GW Merom plant could supply a proposed 1,000-acre Sullivan County data center, with local filings and Stantec references tying…
Theravance Biopharma began a strategic review after a failed Phase 3 trial.
Seaport Entertainment sold 250 Water St for $142 million and leased the loss-making Tin Building, while TerraVest’s Q1 cash EBIT margin…
Hydreight Technologies (NURS.V) is a digital-health business with growing revenue, partners and customers, positioned as an acquisition…
Bilbel Capital’s 2025 letter details CareCloud’s $16.5M Medsphere acquisition, targeting $35–40M EBITDA in 2026, and recounts losses from…
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