Mach Natural Resources' Q2 distributable cash fell to $60.1 million as development spending rose, prompting a distribution cut; its units…
S HFI Research Sep 25 4 clicks
Ouster began coverage at Accumulate as lidar revenue rose 56% in Q2, while annual cash burn near $80 million has driven an 86% share-count…
BL Cestrian Capital Research Sep 25 7 clicks
AAON's BASX data-center cooling business targets $1 million to $1.5 million per megawatt, with new capacity and backlog conversion expected…
S Monte Independent Investment Research Sep 25 8 clicks
Vista Energy's Q2 2026 production rose 32% and revenue 89% as Vaca Muerta acquisitions expand its Argentine export platform and cash…
SA Alan Galecki Sep 25 5 clicks Firefly Aerospace ended Q2 2026 with $1.5 billion backlog and a 2.49x book-to-bill ratio, adding lunar, defense and launch contracts for…
S Monte Independent Investment Research Sep 24 16 clicks
Birkenstock targets 13–15% annual revenue growth through FY2028, driven by APAC expansion and closed-toe footwear, while trading at 13.44…
SA Roman Vitasek Sep 24 4 clicks ZIM’s proposed deal carries a claimed 23% spread and 110% IRR by Q4 2026, with Q3 and Q4 dividends potentially raising returns if closing…
S Calvin Blissett Sep 23 15 clicks
Turning Point Brands reaffirmed 2026 guidance after a CEO change, while ALP and FRE expansion has compressed margins through marketing and…
SA Caffital Research Sep 23 1 click Micron’s customer agreements, Analog Devices’ acquisitions, Ondas’ GATE deal and Baker Hughes’ power systems position them for AI…
S Monte Independent Investment Research Sep 23 4 clicks
Shift4 trades at 6.5x EBITDA despite 11% reported organic growth, with Shift4 Dine equipment leases cited as evidence of net-new merchant…
YT Yet Another Value Podcast Sep 22 21 clicks
BKV · long BKV Corp, public for less than two years, is an underfollowed natural-gas producer pursuing early-stage projects and a transition.
BL Value Investors Club Jun 18 1 click
S&P 500's 17% net margin reflects AI capex accounting, while contributors favor Sartorius in life-science tools and PVA TePla in wafer…
S Latticework by MOI Global Aug 26
Cal-Maine, the largest U.S. egg producer, trades at 1.6x book versus a 2.1x 20-year median, with net cash and investments equal to 23% of…
Seadrill went bankrupt twice after funding dividends and new rigs with debt; its third iteration carries $390 million of net debt and a…
Nvidia reports Q2 2027 earnings August 26, with data-center backlogs, enterprise AI inference demand and Vera Rubin volume sales expected…
S Monte Independent Investment Research Aug 25
US-Canada tariffs impose 50% duties on $20 billion of Canadian goods, lifting US steel makers while pressuring Canadian exporters and…
S Aurelion Research Aug 24
Nurix Therapeutics gained $700 million upfront from Roche, a 50% U.S. profit share and Roche-funded global bexobrutideg development,…
SA Equity Eagle Aug 24 3 clicks Planet Fitness runs 2,930 clubs and 21.5 million memberships through an asset-light franchise model funded by $15 monthly dues, royalties…
Warrior Met Coal’s lower-cost longwall mines and Blue Creek expansion protect cash flow, while new high-vol supply depresses Alpha…
Sezzle fell 20% after Q2 despite a revenue and EPS beat and higher guidance, as marketing spending and seasonality drove a sequential…
SA Daniel James Aug 23 3 clicks