ARKO trades at 3 times estimated 2025 owner’s earnings, while its 73.6% APC stake exceeds its $473 million market cap.
S Calvin Blissett Sep 21 4 clicks
Bumble trades at roughly 2x owner’s earnings and 4.76x enterprise value, with Whitney Wolfe Herd’s return central to a rerating case.
S Calvin Blissett Sep 20 4 clicks
DeFi Development’s Solana treasury strategy faces dilution, preferred dividends and tight liquidity after a 50% rally, with $4.3 million of…
SA Dorine Cherop Sep 18 Special-situations survey flags Cooper’s $3 billion buyback, Grab’s $900 million repurchase, and Beretta’s $44.80 partial tender for Sturm…
S Latticework by MOI Global Sep 18 1 click
Zentek initiation report.
BL Atrium Research - Equity Research Sep 13 5 clicks
Groupon CEO Dušan Šenkypl and CFO Rana Kashyap discuss rebuilding the local-experiences marketplace with AI infrastructure, better…
S Mispriced Assets Sep 11 5 clicks
Independence Realty Trust is buying Centerspace in stock to create an $8.1 billion apartment REIT, targeting 5% 2027 Core FFO per-share…
SA Dane Bowler Sep 11 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…
S Triple S Special Situations Investing Sep 11 2 clicks
NewtekOne’s bank conversion and retention of SBA-guaranteed loans target recurring income, while a 6% yield and book-value valuation…
SA Stephen Nemo Sep 11 Sofwave Medical grew Q2 revenue 43% as recurring usage fees reached 46% of sales for its non-invasive ultrasound skin-tightening devices.
S Substack von Philipp Sep 11 1 click
HNRG · long Hallador Energy, a coal producer, is pitched as a long based on five value components and potential 2026 catalysts.
BL Value Investors Club Jun 15 3 clicks
Google’s NotebookLM turned a 30-page Douglas Dynamics report into an 8-minute video, while Custom GPTs screen earnings transcripts for…
S Hidden Gems Investing Apr 1
Golden Growers Cooperative's $81 million sale of its corn mill stake to Cargill is set to fund a roughly $6.20-per-unit liquidation…
Douglas Dynamics controls over 50% of North American professional snowplows; a strong 2025/26 winter and replacement demand are projected…
S Hidden Gems Investing Mar 24
Westell’s high-margin segment is positioned to benefit from Verizon 5G upgrades and state broadband deployments funded by the $42.45…
S Byron Street Research Mar 23
NexPoint Residential is being added despite weak multifamily performance, with insider ownership and a transaction-ready structure…
S Nugget Capital Partner's Substack Mar 21
Solitron Devices' $27.5 million backlog rose 124% year over year as its sole-source military semiconductors support AMRAAM and HIMARS,…
S Underlying Value Mar 20
Lands’ End’s March 19 results could clarify the WHP IP joint venture, debt paydown and retained stake, supporting a rerating beyond the…
S Rod’s Ruminations Mar 13
MAPS reported $39.8 million of FY25 adjusted EBITDA and $62.4 million of cash as a holder builds a record around a possible affiliated bid.
S Rod’s Ruminations Mar 13
Hallador’s 1 GW Merom plant could supply a proposed 1,000-acre Sullivan County data center, with local filings and Stantec references tying…
S Multibagger Monitor Mar 5 9 clicks