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.
Burford Capital to gain up to $1.4 bn from Apple patent defeat $BUR https://t.co/FijYGEP3fo
$SANG getting bought out by $RILY at ~$5.23/share 47% premium to $3.60 close price https://t.co/AuHqgNIh0G
@taketheLearly @GasBuddyGuy @grok $ALTO $GPRE
$ARQQ - Closed and reopened this one once already. Back to a good spot to re short it. Borrow came down a bit recently.
$JRSH new 3-year high https://t.co/S93jw34aJ3
@chipperPat i am guilty here. I once thought $LFCR could be worth much more. I was wrong. Sort of. If you look at the CVR u can see the max bull case is very much alive. The problem is that w/ a weak balance sheet timing is critical & everything moved slower than anticipated by the bulls.
ARKO trades at 3 times estimated 2025 owner’s earnings, while its 73.6% APC stake exceeds its $473 million market cap.
Bumble trades at roughly 2x owner’s earnings and 4.76x enterprise value, with Whitney Wolfe Herd’s return central to a rerating case.
DeFi Development’s Solana treasury strategy faces dilution, preferred dividends and tight liquidity after a 50% rally, with $4.3 million of…
Dorine Cherop 
Special-situations survey flags Cooper’s $3 billion buyback, Grab’s $900 million repurchase, and Beretta’s $44.80 partial tender for Sturm…
Zentek initiation report.
Groupon CEO Dušan Šenkypl and CFO Rana Kashyap discuss rebuilding the local-experiences marketplace with AI infrastructure, better…
Independence Realty Trust is buying Centerspace in stock to create an $8.1 billion apartment REIT, targeting 5% 2027 Core FFO per-share…
Dane Bowler 
NET Power’s $1.80 shares are paired with January $2 covered calls for 40 cents as the company pivots from carbon capture to Permian…
NewtekOne’s bank conversion and retention of SBA-guaranteed loans target recurring income, while a 6% yield and book-value valuation…
Stephen Nemo 
Sofwave Medical grew Q2 revenue 43% as recurring usage fees reached 46% of sales for its non-invasive ultrasound skin-tightening devices.
TPLKF · long PVA TePla (XTRA:TPE) is presented as a long position.
PesoRama’s 0.64 current ratio, operating cash burn and 111% annual dilution offset 36% Q1 revenue growth, despite replacing an 18.5% loan…
GrabAGun’s $68 million market capitalization sits below $98.5 million net cash, while PEW Logistics and ammunition subscriptions target…
Entravision’s lost Meta relationship reset its business model, setting up a bullish case for the company’s recovery.
Aimia trades at 0.75 times pro forma book value, with C$163 million to C$192 million of cash after the Bozzetto sale and Rhys Summerton…
Deep Fission’s Blue Owl backing is a $20 million minority investment tied to a nonbinding MOU, while its June IPO raised $40 million at $16…
Mammoth Energy Services rose above $3 after trading below net cash, aided by divestments, first-quarter adjusted EBITDA profitability and a…
Entravision’s path from a $9 Spanish-language broadcaster to a $100 adtech stock rests on an adtech-driven valuation model.
Braemar Hotels & Resorts is internalizing its management.
ADF Group’s Q1 FY2026 revenue rose 78% to $99.3 million and net income 37%, aided by the LAR acquisition despite steel and aluminum tariff…
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