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
USO · short United States Oil Fund faces a short case tied to a long-Brent, short-WTI trade as Strait of Hormuz closure risk disrupts oil markets.
BL Value Investors Club May 19 2 clicks
Dave & Buster’s targets $1 billion-plus of incremental EBITDA by 2025 through marketing, food-and-beverage attachment and game pricing,…
S Investing 501 Sep 15 1 click
Alluvial Capital’s Q3 update values We.Connect at a mid-single-digit earnings multiple, flags LICT’s $128 million rural-broadband grant,…
S Exploring with Alluvial Capital Nov 22