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.
ALLT · long 
Theravance Biopharma began a strategic review after a failed Phase 3 trial.
Green Dot’s breakup offers $8.11 cash plus 0.2215 BankCo shares, while GDOT’s $11.50 price implies a 0.55x tangible-book valuation for the…
Seaport Entertainment sold 250 Water St for $142 million and leased the loss-making Tin Building, while TerraVest’s Q1 cash EBIT margin…
Hydreight Technologies (NURS.V) is a digital-health business with growing revenue, partners and customers, positioned as an acquisition…
Docebo and Yext odd-lot tenders prioritize holders under 100 shares; DCBO offers $20.40 per share, though Canadian deemed-dividend…
Bilbel Capital’s 2025 letter details CareCloud’s $16.5M Medsphere acquisition, targeting $35–40M EBITDA in 2026, and recounts losses from…
Braemar Hotels & Resorts’ Four Seasons sale prompts updated views on HST.
GCI Liberty, Alaska’s dominant telecom operator, trades at 10x free cash flow after its Liberty Broadband spinout and has roughly $2…
WM Technology shareholder Rod Alzmann urges Weedmaps’ board to pursue a strategic proposal, including a $1.60 to $1.80 Dutch auction,…
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