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 2 clicks
OSG · long Octave Specialty Group, formerly Ambac Financial, is pitched as a long after its municipal bond insurance past.
BL Value Investors Club Jun 29 1 click
Andrada Mining’s Uis ore sorter targets higher tin grades and lower unit costs after FY26 operating cash flow reached £4.7 million, but…
S The Oak Bloke Sep 2 7 clicks
Tectonic Therapeutic's TX45 CpcPH-HFpEF program gains support from Merck's CADENCE data; Phase 1b hemodynamics and cash through Q1 2029 set…
SA Equity Eagle Sep 2 2 clicks EVC reported a solid second quarter and outlook.
S Nat Stewart - Stock Picking Newsletter Sep 1 15 clicks
Limbach's EBITDA fell 30% as organic revenue declined, but 1 Main Capital calls the weakness temporary and views CYMCOR as its first…
YT Yet Another Value Podcast Sep 1 9 clicks
GoPro rushed out its Starman Optical merger after Markiplier-driven buying sent GPRO up roughly 90% premarket, offering shareholders $1.14…
S Yet Another Value Blog Sep 1 4 clicks
Shattuck Labs pivots to DR3-targeted IBD therapy SL-325, funded through a Phase 2b readout as it competes with anti-TL1A drugs.
SA Equity Eagle Sep 1 Harte Hanks’ $5-per-share sale to Starr Equity offers a 15.7% gross spread, with closing dependent on $15 million of debt financing and…
Verastem's AVMAPKI FAKZYNJA generated $43.7 million of H1 2026 revenue, funding its KRAS G12D oncology pipeline ahead of an October VS-7375…
SA Equity Eagle Aug 31 2 clicks Emerge Commerce's $44 million COVID-era acquisitions produced losses and impairments, while modestly improved Q2 liquidity leaves its…
S Wolf's Substack Aug 30 6 clicks