Beyond Meat’s Q2 2026 revenue fell 8.2% as U.S. retail and foodservice volumes declined, while a flatter, not inverted, Treasury curve…
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
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
Cullinan Therapeutics plans December 2026 autoimmune updates for CLN-978, while zipalertinib awaits an FDA decision in previously treated…
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Myriam Alvarez 2 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
VSEC · long VSE Corp trades at $185, with a stated $246 fair value and 2027 estimated EV/EBITDA of 15x.
BL Value Investors Club 1 click
ResMed’s 30 million connected sleep-apnea patients, recurring masks and software support a data-driven healthcare platform; 11.9% annual…
S Bearhold Research 1 click
Portfolio update reports a 20.5% Q1 loss, led by WeightWatchers’ 61% decline, while adding Bumble, Oscar and Shift4.
S Modern Value Investing
Huntsman’s $800-$900 million mid-cycle EBITDA and 8-10x historical EV/EBITDA imply $30-$40 per share, versus roughly $13, after a chemicals…
S Hidden Rock Capital's Newsletter
Judges Scientific reported 6% organic revenue growth, but US sales fell 22%; NIH funding release and a Geotek coring expedition are its key…
S Hidden Gems Investing 1 click
Nike is excluded from Bearhold’s universe because cultural relevance and consumer taste drive demand, leaving its revenue model less…
S Bearhold Research 1 click
Copart’s salvage-auction network pairs scarce storage land with global online bidding, supporting insurer returns and a durable moat…
S Bearhold Research 1 click
AXT’s 85.5%-owned Tongmei depends on offshore pricing, export approvals and transfer-pricing economics despite AI-optics demand.
S Maius Partners 7 clicks
Portfolio adds Nomad Foods and Judges Scientific, increases Constellation Software, trims Roper, and exits UnitedHealth after a 4.57% March…
First Strike Research’s ML and social-sentiment system correctly called 14 of 16 Nike Q3 Kalshi contracts, reporting 208¢ net P&L.
S First Strike Research