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.
AIRS · long AirSculpt (AIRS) operates roughly 30 centers offering premium self-pay body contouring, fat removal, fat transfer and skin-tightening…
Green Dot’s breakup offers $8.11 cash plus 0.2215 BankCo shares, while GDOT’s $11.50 price implies a 0.55x tangible-book valuation for the…
Docebo and Yext odd-lot tenders prioritize holders under 100 shares; DCBO offers $20.40 per share, though Canadian deemed-dividend…
Ten sub-$250 million stocks trade at low earnings and asset-value multiples, including RJD Green at 4.3x earnings and Seko at 7.5x.
Braemar Hotels & Resorts’ Four Seasons sale prompts updated views on HST.
Dental Patient Care America, an OTC dental cooperative with 750 members, trades at 2.3 times earnings while holding net cash worth four…
GCI Liberty, Alaska’s dominant telecom operator, trades at 10x free cash flow after its Liberty Broadband spinout and has roughly $2…
WM Technology shareholder Rod Alzmann urges Weedmaps’ board to pursue a strategic proposal, including a $1.60 to $1.80 Dutch auction,…
NamSys (CTZ.V) trades at 9x free cash flow, buys back shares and grows cash-management software revenue, led by 52% growth in its…
InMode faces $1 billion to $1.1 billion take-private bids, including Centroid and a management-led group, while Steel Partners offers $18…
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