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…
SA Henrik Alex Sep 24 4 clicks 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
Pacific Health Care trades below its more than $1 per-share net cash despite profitable workers’ compensation claims services, California…
S Obscure Stocks Sep 19 3 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
Beasley Broadcast Group's equity hinges on repaying or arranging sales for roughly $115.5 million of debt by September 2027, before PIK…
S Calvin Blissett Sep 17 1 click
LifeMD cut 2026 revenue and EBITDA guidance as subscribers fell and customer acquisition costs reached 59% of revenue, prompting a shift…
SA Eli Gooch Sep 16 Zentek initiation report.
BL Atrium Research - Equity Research Sep 13 5 clicks
CVD Equipment is winding down manufacturing, cutting half its staff and weighing liquidation, with $23.5 million of cash and a…
S Obscure Stocks Sep 13 3 clicks
NPWR · long NET Power (NPWR) is a microcap pursuing behind-the-meter power projects for data centers.
BL Value Investors Club May 22
OTC Markets has lost many profitable small companies to buyouts, privatizations and SEC Rule 15c2-11.
S Exploring with Alluvial Capital Jan 17
Tecogen ($TGEN) sells gas-or-electric chillers that management says cut data-center cooling costs 30–40%, with factory utilization offering…
S Multibagger Monitor Jan 8 3 clicks
Electric Last Mile Solutions sold assets for $104.6 million after its $5 million OTC market cap reflected a Chapter 7 liquidation and…
EDreams’ Prime travel subscription model makes the €3.6 billion European OTA a potential Uber, Airbnb or Amazon acquisition target.
S 310 Value’s Newsletter Oct 28 2 clicks
Cipher Pharmaceuticals’ $89.5 million Natroba acquisition doubles EBITDA to about $24 million and adds U.S.
S Raging Bull Investments Aug 20
SCIA generates $28 million of revenue from thin-film materials, with 78% of sales tied to one customer, while expanding into defense…
ALTO Ingredients trades near half of book value after plant upgrades and lower corn prices set up a recovery in crush margins and cash flow.
S Sylence Capital Aug 15 1 click
Cronos Group's Q2 net revenue rose 46% to $27.8 million as Canadian cannabis volumes and market share grew, while its cash balance remained…
S Raging Bull Investments Aug 14
ECIP recipient banks could repurchase Treasury preferred shares at steep discounts, potentially lifting book value, while Hawaiian Electric…
S Exploring with Alluvial Capital Aug 14