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.
The Greenland trade is played for now. $GRML looks tired, but borrow still runs ~602%, with $GLND at ~684%. The pump may be fading. The squeeze risk hasn’t. Falling borrow fees + returning inventory would make the “party’s over” call much stronger. It would need another news pump item to reignite it.
El Pollo Loco to open first New York restaurant as it aims to become national chicken chain $LOCO https://t.co/eNyH3J68ZR
SoundThinking to Be Taken Private by Transom Capital Group $SSTI https://t.co/brH3rFt55S
@DeepValueStonks Hey, love your content have followed you for a while! Here is what I am using on $BMBL Owner's Earnings: https://t.co/i97SM6XWPs
@Menckenist What good real estate does $SGA own?
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.
SCEYF · long Source Energy Services is Western Canada’s dominant integrated frac-sand producer and logistics provider, supplied by three Wisconsin…
WidePoint manages 150,000 DHS mobile devices and telecom expenses, with a $3 billion contract award and carrier SaaS rollout positioned as…
GPGI, formerly CompoSecure, is David Cote’s $4.2 billion industrial acquisition platform, managed by Resolute Holdings for 2.5% of adjusted…
GCI Liberty is acquiring Alaska’s Quintillion fiber network for $360 million, giving John Malone a platform to expand GLIBK beyond its…
RE/MAX’s $13.80-per-share Real Brokerage offer is capped at $80 million cash, implying roughly $11.40 of value at REAX’s $2.02 share price.
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…
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…
Every publication on this site, hand-picked.
Albert Anthony
Andres Veurink
Bay Area Ideas
Capital Connoisseur
Deep Value Investing
Dhierin Bechai
Equity Eagle
Eudaemon Research
Fernanda Galvez Jalil
Henrik Alex
High Alpha Professor
Investor Overview
IWA Research
Jaden Mealy
Khaveen Investments
LL Insights
Long Player
Marc Gerstein
Mike Zaccardi, CFA, CMT
Miletus Research
Myriam Alvarez
Petri Dish Reports
Philip Wang
Prakhar Agarwal, CFA
PV Research
Robert J. Lake
Ron Ferrie
Sam Mancini
Sharon McArd
SiliconBytes Insights
Simple Investment Ideas
Sorrento Research
Stephen Ayers
Steven Fiorillo
The Alpha Analyst
The Bullionaire
The Curious Analyst
The Supercycle Investor
The Undercovered Dozen
Value Capital Research
Vishal JadaunEvery account on this site, hand-picked.
⚽️📡
💥PETITION💥
A Capital
Adam D. Wyden
AltayCap
Bank Reg Blog
Barbarian Capital
BDC
Bill Ackman
Broken Moats
BuccoCapital Bloke
Calvin Blissett
catechwilliams
Charles Frischer
Chris Camillo
Clark Square Capital
Cluseau Investments
Colin King
Connor Haley
Conor Maguire | Value Situations
Convequity
David Orr
Deep Sail Capital
Devin LaSarre
DOMO Capital Management, LLC
Edwin Dorsey
Evan Tindell
Farmer
Fierce_beast
Fred Liu
Gavin Baker
Ian Bezek
Idea Brunch
JabroniCoin.USD
John_Hempton
junkbondinvestor
kab60
KEDM.com
Laughing Water Capital
Lee Roach
Little Owl Research
Maius
Maj Soueidan
marginofdanger
mavix
Mike
Mikro Kap David
Multiples Capital
Myles
Nat Stewart
Negligible Capital
Odd Diligence
Odd Lot Arbitrageur
PAA Research
Pernas Research
Porter Collins
Prepared Remarks
Psyop Capital
Raging Capital Ventures
Red Dog Capital
RiverRoadPartners
Rusholme Capital
Sahil Khetpal
SG
Sheel Mohnot
Tim Eriksen
Timyan Bank Alert
Todd Wenning
ToffCap
Trevor Scott
Voss Capital
Yaron NaymarkOrdered by how often our editor reaches for them.
