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.
KVHI · long KVH Industries is winding down capital-intensive GEO antenna manufacturing and pivoting to an asset-light maritime connectivity business.
New England Realty Associates, NYSE:NEN, emerged from Colonial Realty’s 1970s bankruptcy and retains roughly a third of the 1,529…
Blend Labs governance discussion focuses on reverse-engineering non-GAAP signals of upside.
Citizens Bancshares (CZBS) trades below book and parent-level cash while buying back shares, raising its dividend and holding $95.7 million…
Evolution’s acquisition of Galaxy Gaming awaits regulatory approval, with a claimed 58.7% IRR if completed and a $5 million termination fee…
Arcadia Biosciences plans to merge with Permian E&P Roosevelt Resources, which targets CO2-enhanced recovery from a 13,892-acre Texas field…
Ruger trades at a $468 million enterprise value, about 7 times normalized free cash flow, with $101 million cash and no debt as gun demand…
Canterbury Park’s 140-acre land bank and joint ventures could generate $3.50 to $11.50 per share in pre-tax proceeds, testing whether…
Braemar Hotels & Resorts initiated a sales process and faces a gross asset management contract.
Queen City Investments trades near $1,800 per share, with trust, real estate and investment assets supporting a $3,000 valuation as…
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