VersaBank uses cash holdbacks and put-backs to buy point-of-sale loan cash flows, with C$7 billion in assets and AI-enabled real-time funding aimed at displacing ABS.
To $FOUR credit, they've already been buying back lots of stock and recently killed the Up-C structure (which are terrible) https://t.co/0kRHGBybWV https://t.co/BBTKz873dC
@theotheraharon But i'm looking for ideas that have been specifically impacted by the degrossing event. Not sure $MXCT or $RARE are correlated to that. The idea is find stocks that are irrationally selling off or getting bid due to the degrossing, then pick your spots from the list you find.
@JJNews002 bought a little of it too $ABVX
$UAN: Cheap, high dividend, good ROE, benefit from geopolitical due to fertilizer. https://t.co/KNzEXu3UZr
Mach Natural Resources' Q2 distributable cash fell to $60.1 million as development spending rose, prompting a distribution cut; its units…
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…
AAON's BASX data-center cooling business targets $1 million to $1.5 million per megawatt, with new capacity and backlog conversion expected…
Vista Energy's Q2 2026 production rose 32% and revenue 89% as Vaca Muerta acquisitions expand its Argentine export platform and cash…
Alan Galecki 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…
Birkenstock targets 13–15% annual revenue growth through FY2028, driven by APAC expansion and closed-toe footwear, while trading at 13.44…
Roman Vitasek 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…
Turning Point Brands reaffirmed 2026 guidance after a CEO change, while ALP and FRE expansion has compressed margins through marketing and…
Caffital Research 1 click
Micron’s customer agreements, Analog Devices’ acquisitions, Ondas’ GATE deal and Baker Hughes’ power systems position them for AI…
Shift4 trades at 6.5x EBITDA despite 11% reported organic growth, with Shift4 Dine equipment leases cited as evidence of net-new merchant…
MGRC · long McGrath RentCorp's conservatively financed hard assets, pricing growth and a struggling competitor, WSC, underpin the long thesis.
Genius Sports’ $1.2 billion Legend acquisition adds direct bettor monetization, while its exclusive NFL data rights could supply prediction…
Perimeter Solutions’ Fire Safety EBITDA grew 1% as USDA pricing and a DLA inventory transition weighed, while its $120 million Monaco…
Floor & Decor’s same-store sales improved to minus 2%, while $45 million of tariff refunds lifted second-quarter gross profit and operating…
Floor & Decor’s same-store sales improved to minus 2% in 2Q26, while $45 million of tariff refunds lifted profit and funded pricing,…
Watches of Switzerland says Roberto Coin, e-commerce and pre-owned watches generate 24% of revenue, as private equity interest follows its…
Stevanato's 8% organic Q2 growth and 21% adjusted EBITDA growth came with a modest FY 2026 guidance lift after the Balda divestiture.
Xerox is pitched as a cash-generating managed-decline value play, with debt, activist interest and short interest setting up a potential…
Builders FirstSource reported Q2 2026 sales down 9% to $3.9 billion as weak housing demand and aggressive competitor pricing cut EBITDA…
ICE's purchase of MarketAxess spotlights takeout risk for value stocks, while the Situational Awareness blow-up, Kevin Warsh's FOMC presser…
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