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
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Alan Galecki 5 clicks
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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…
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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…
TPLKF · long PVA TePla (XTRA:TPE) is presented as a long position.
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Priority Technology’s chairman offered $6.00 to $6.15 a share to take PRTH private, while Zack Buckley argues Treasury Solutions and…
GeoPark’s Bare Block acquisition targets $1.2 billion of 2030 EBITDA, but 42.1 million to 47.6 million new shares and Gilinski control…
Amplitude reported Q2 revenue of $100.9 million, up 21%, as agentic AI and LLM vendors challenge the moat of its product analytics software.
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Signet, Medipal and First REIT headline 27 situations spanning buybacks, activism, M&A and liquidation catalysts.
DHT Holdings' low-leverage VLCC fleet has paid 66 consecutive dividends, with charter income covering forecast costs and spot earnings…
Arizona Equity Research 
Owens Corning's roofing business has historically posted sharp EBITDA and share-price gains during El Niño storm years, as severe weather…
Dyne Therapeutics fell 16% after Novartis’ HARBOR failure raised doubts that RNA-targeting biomarker gains translate into functional…
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