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…
OKLO · short Oklo is framed as a portfolio basket short and a concept company that could become a compounding short.
Entravision’s Smadex and Adwake mobile ad platform generated $154 million in Q1 2026 revenue, up 204% year over year, using proprietary…
Bumble’s Q1 revenue fell 14% to $212.4 million as paying users dropped 21%, while marketing cuts lifted EBITDA margin to 39% ahead of a Q4…
Portfolio update sells Amazon, adds Floor & Decor, and projects 6.5% annual market returns, with a base case of negative 0.89% from…
Crocs raised 2026 EPS guidance to $13.20-$13.75 and bought back $73.6 million of stock, while Huntsman, Pitney Bowes and Alpha…
Floor & Decor cut 2026 guidance after 1Q same-store sales fell 3.7%, while shrinking new-store formats, cutting comparable-store SG&A and…
GPGI, formerly CompoSecure, is David Cote’s $4.2 billion industrial acquisition platform, managed by Resolute Holdings for 2.5% of adjusted…
GCI Liberty is acquiring Alaska’s Quintillion fiber network for $360 million, giving John Malone a platform to expand GLIBK beyond its…
RE/MAX’s $13.80-per-share Real Brokerage offer is capped at $80 million cash, implying roughly $11.40 of value at REAX’s $2.02 share price.
Insperity's healthcare-cost spike, $120 million technology expense and weak SMB hiring drove its 70% drawdown; normalized earnings could…
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