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.
PESI · long Perma-Fix Environmental Services (PESI) is presented as a long investment idea.
InMode faces $1 billion to $1.1 billion take-private bids, including Centroid and a management-led group, while Steel Partners offers $18…
GO Residential, a TSX-listed Manhattan luxury-apartment REIT, raised about $400 million in Canada’s largest REIT IPO and trades at a wide…
Gold fell 8% and silver 25% as the author says it exited before the selloff and now favors Monument Mining at 1.25x operating cash flow.
NLOP’s selloff after a weak KBR property sale has created a high-potential IRR entry point.
Entravision’s Smadex AdTech unit generated 104% revenue growth and 378% EBIT growth, becoming the main upside driver after Meta ended its…
Green Dot creates a standalone banking-as-a-service bank.
Hemnet’s Swedish listings monopoly has fallen from SEK420 to about SEK160 as growth slows, leaving investors to judge whether its 90% share…
Priority Technology received an opportunistic buyout proposal, with its business better suited to remaining public absent a much higher…
New England Realty Associates, NYSE:NEN, emerged from Colonial Realty’s 1970s bankruptcy and retains roughly a third of the 1,529…
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