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.
Have gone long a chunk of this. Probably also going long some $XSHQ, down 8% from the highs. https://t.co/M9S08ooUrg https://t.co/lWfXSlTVuh
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
@dirtcheapstocks Pizza Inn $RAVE is close, misses slightly on EV/EBIT here. Have done large buybacks over the years, but stockpiling cash lately, now ~40% of market cap.
@VMCAPLLC In $BBGI someone already did something, @kingdomcapadv this is the result
@taketheLearly @GasBuddyGuy @grok $ALTO $GPRE
$BBGI like @kingdomcapadv this would be a good thing to tie up before selling this cluster https://t.co/Io8DV4kahj
EuroDry shares rose more than 300% year to date as dry bulk markets strengthened, but an aging fleet, no dividend and a $20 million equity…
Henrik Alex 4 clicks
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.
Pacific Health Care trades below its more than $1 per-share net cash despite profitable workers’ compensation claims services, California…
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…
Beasley Broadcast Group's equity hinges on repaying or arranging sales for roughly $115.5 million of debt by September 2027, before PIK…
LifeMD cut 2026 revenue and EBITDA guidance as subscribers fell and customer acquisition costs reached 59% of revenue, prompting a shift…
Eli Gooch 
Zentek initiation report.
CVD Equipment is winding down manufacturing, cutting half its staff and weighing liquidation, with $23.5 million of cash and a…
LZ · long LegalZoom trades near all-time lows as AI adoption is positioned to accelerate growth.
WM Technology's MAPS delisting could reset valuation before a take-private, as federal medical cannabis rescheduling and Virginia…
RCM Technologies is providing engineering services to Cipher Digital, whose 3.4 GW contracted and pipeline capacity implies more than $20…
Sable Offshore restarted Santa Ynez oil flows under a Defense Production Act order, targeting 50,000 barrels daily and a path to 60,000…
VirTra competes for Army synthetic-training contracts as a $22 billion modernization initiative begins selecting prime contractors.
Portfolio update reports a 20.5% Q1 loss, led by WeightWatchers’ 61% decline, while adding Bumble, Oscar and Shift4.
Portfolio adds Nomad Foods and Judges Scientific, increases Constellation Software, trims Roper, and exits UnitedHealth after a 4.57% March…
Google’s NotebookLM turned a 30-page Douglas Dynamics report into an 8-minute video, while Custom GPTs screen earnings transcripts for…
Angstrom Technologies trades 26% below net cash and 50% of NCAV, with no debt, 7.7x earnings and ongoing buybacks despite limited…
Robin Energy’s $3 odd-lot tender for up to 1 million shares gives holders of 99 shares or fewer priority, versus a $2.11 market price…
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