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 1 click
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 6 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 3 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 7 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
IQV · long IQVIA runs drug trials and gets paid regardless of whether drugs pass, while trading at a COVID-low multiple with potential AI benefits.
BL Value Investors Club 1 click
Rocky Mountain Chocolate Factory’s new board targets a turnaround after a four-year proxy fight, but $574,000 franchisee AUVs and a…
Public restaurant chains report easing commodity inflation, 3-5% labor inflation and 3-10% unit growth, while digital, delivery and…
Dave & Buster’s targets $1 billion-plus of incremental EBITDA by 2025 through marketing, food-and-beverage attachment and game pricing,…
S Investing 501 1 click
Campari’s five-year loyalty plan grants five votes per share, letting its controlling shareholder sell stock while retaining control and…
S John Hempton's Newsletter 2 clicks
Talen’s post-bankruptcy nuclear assets, FREIT’s $22 Kushner bid and Calithera’s failed liquidation vote illustrate unusual small-cap…
S Exploring with Alluvial Capital 1 click
Nuveen municipal-bond closed-end funds could unlock illiquid Energy Harbor holdings through Vistra’s acquisition, receiving cash and a…
S Exploring with Alluvial Capital 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 1 click