POSCO Holdings trades at a 78.6% P/B discount as lithium, gas and trading profits reshape the steelmaker, while capex and lithium prices…
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Capital Connoisseur
Research Roundup covers AAON's data-center cooling ramp, Knife River's margin recovery, ChronoScale's Microsoft-backed neocloud buildout…
S Monte Independent Investment Research
Annaly Capital Management’s rate swaps and MBS expansion lifted earnings available for distribution 28% year over year, supporting its…
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Andres Veurink
Asia's elevator boom favors maintenance and modernization providers, with Otis deriving nearly 90% of operating profit from after-sales…
BL Asian Century Stocks 1 click
Portfolio returned 65.7% through September 28 versus the S&P 500’s 13.2%, while backing Tourmaline, EQT, Athabasca and SLB on gas demand…
S Guardian Research 5 clicks
FTAI Aviation’s engine-exchange model swaps CFM56 engines in days rather than 200-day overhauls, driving Aerospace Products adjusted EBITDA…
S Bristlemoon Capital 2 clicks
Archer Aviation's Insitu, Wisk and SkyGrid acquisitions add military and drone revenue, cutting FAA-certification dependence and leaving…
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The Alpha Analyst 2 clicks
The Trade Desk’s CEO received a new 10-year option package targeting $105 per share as the company seeks shareholder approval to reprice…
S Yet Another Value Blog 5 clicks
Alpha Metallurgical Resources director Ken Courtis bought $10.5 million above $190 after a blackout lifted, while Conifer’s 12.7% Group 1…
S Cannibal Stocks 3 clicks
Monte Investments upgrades Karman Holdings to Buy with a $133 target after a 65% drawdown, citing 28.83x EV/aEBITDA and governance changes.
S Monte Independent Investment Research 1 click
FOUR · long Shift4 Payments trades at roughly 5 times a $7.50 2029 free-cash-flow-per-share estimate after stock compensation.
BL Value Investors Club 2 clicks
Airbnb Experiences faces a supply bottleneck from manual approvals, while a farm host raised her price from $15 to $25 after stronger…
S MBI Deep Dives 9 clicks
AppLovin’s Axon AI matches advertisers with profitable users while MAX auctions app inventory, as investors question whether its…
S Hated Moats 1 click
Warrior Met Coal’s lower-cost longwall mines and Blue Creek expansion protect cash flow, while new high-vol supply depresses Alpha…
Sezzle fell 20% after Q2 despite a revenue and EPS beat and higher guidance, as marketing spending and seasonality drove a sequential…
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Daniel James 3 clicks
Trip.com dominates China’s online travel market with over 50% share and has grown international platform traffic from 1 million monthly…
BL Asian Century Stocks
Teleflex is divesting lower-growth units, using proceeds for debt reduction and buybacks while focusing on faster-growing Vascular and…
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Equity Eagle 1 click
CAAP reported decent second-quarter earnings and its first dividend, while Brazil rose on an election poll and USMCA trade developments…
S Ian’s Insider Corner
Energy Fuels produces uranium and separated rare earth elements at its White Mesa Mill, with NdPr output since April 2024 and a domestic…
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Joseph L. Shaefer 1 click
Moderna and Merck reported positive Phase III INTerpath-001 results for a personalized cancer vaccine, turning clinical clarity into a…
S Best Anchor Stocks