POSCO Holdings trades at a 78.6% P/B discount as lithium, gas and trading profits reshape the steelmaker, while capex and lithium prices…
SA
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…
SA
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…
SA
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
SE · long Sea Limited is pitched as a GARP long, backed by AI tailwinds, founder-led execution and emerging-markets exposure despite competitive and…
BL Value Investors Club 1 click
Floor & Decor’s same-store sales improved to minus 2%, while $45 million of tariff refunds lifted second-quarter gross profit and operating…
S Speedwell Memos 8 clicks
Floor & Decor’s same-store sales improved to minus 2% in 2Q26, while $45 million of tariff refunds lifted profit and funded pricing,…
BL Speedwell Research
FICO's fiscal third-quarter 2026 revenue rose 26% year over year but missed consensus, and shares fell about 24% after earnings.
S MBI Deep Dives 5 clicks
Watches of Switzerland says Roberto Coin, e-commerce and pre-owned watches generate 24% of revenue, as private equity interest follows its…
S Hidden Gems Investing
Stevanato's 8% organic Q2 growth and 21% adjusted EBITDA growth came with a modest FY 2026 guidance lift after the Balda divestiture.
S Best Anchor Stocks
Xerox is pitched as a cash-generating managed-decline value play, with debt, activist interest and short interest setting up a potential…
S Hidden Rock Capital's Newsletter
Builders FirstSource reported Q2 2026 sales down 9% to $3.9 billion as weak housing demand and aggressive competitor pricing cut EBITDA…
S scuttleblurb 8 clicks
ICE's purchase of MarketAxess spotlights takeout risk for value stocks, while the Situational Awareness blow-up, Kevin Warsh's FOMC presser…
S Ian’s Insider Corner
Floor & Decor held 2026 guidance after a 2Q beat, with comps improving through June; tariff refunds lifted margins and may fund pricing…
S MBI Deep Dives 4 clicks