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
CCOI · long Cogent Communications (CCOI) is presented as a long investment idea, revisiting prior bull cases from 2022 and 2025.
BL Value Investors Club Jun 25 6 clicks
Jackson Financial administers $287 billion in retirement accounts while a report says its captive, hedge-loss installment plan and…
BL Hunterbrook Sep 17 4 clicks
Viridian Therapeutics is building a shared commercial platform for Lumvoa and investigational elegrobart in thyroid eye disease, with…
SA Equity Eagle Sep 17 Vizsla Silver's Panuco project in Sinaloa remains shut after nine workers were found dead, delaying construction of a fully funded 17.4 Moz…
S Triple S Special Situations Investing Sep 17 1 click
Figure Technology's HELOC platform grew Q2 2026 revenue 113% with a 54.6% adjusted EBITDA margin, while shares trade 57% below January's…
S Substack von Philipp Sep 17 7 clicks
Copart’s 4Q26 revenue grew 2.4% as U.S. insurance volumes fell 7.5%, while a customer loss and higher yard costs pressured profits despite…
BL Speedwell Research Sep 16 1 click
Kodiak Sciences expects Phase 3 DAYBREAK results for Zenkuda and KSI-501 in wet AMD, with durability and vision outcomes key beyond…
SA Sam Mancini Sep 16 Dell’s AI-server demand and Microchip’s data-center components lead updates on Cirrus Logic and STMicroelectronics, alongside a weekly…
S Monte Independent Investment Research Sep 16
Ondas Holdings, ONDS, grew Q2 2026 revenue 1,235% to $83.7 million after acquisitions and is integrating drone and autonomous warfare…
SA Analysis Fundamental Sep 16 1 click Ethos relies on three carriers for 88% of revenue as TruStage payment failures triggered policy lapses and Family First Life publicly…
BL Hunterbrook Sep 15 4 clicks