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
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
Applied Optoelectronics targets $1.1 billion in 2026 revenue as 800G and 1.6T data-center demand drives capacity expansion, despite…
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Infinity Curve 2 clicks
Gentherm’s Oct. 1 Reverse Morris Trust with Modine adds commercial and off-highway operations, leaving THRM at 7.4x pro forma EBITDA with…
S Value Don't Lie 3 clicks
QuantumScape faces a 2029 PowerCo plant delay, reduced partner commitments and no revenue, with a scenario-weighted $2.12 per-share…
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Bears of Wall Street
On Holdings targets premium growth through 2029, using LightSpray soccer cleats and higher pricing, with ASPs rising from $145 to $170…
S TSOH Investment Research 4 clicks
NAIC oversight missed Delaware Life’s $13.34 billion affiliated-bond exposure and permits capital treatment that props up Brighthouse’s…
S Mispriced Assets 1 click
BPRE trades 45% below NAV as Saba and Bulldog press for buybacks or a manager change, challenging Bluerock’s incentive to preserve…
S Investing 501 4 clicks
BKV · long BKV Corp, public for less than two years, is an underfollowed natural-gas producer pursuing early-stage projects and a transition.
BL Value Investors Club 1 click
CCC, the dominant auto physical-damage claims estimator, connects 27 of the top 30 insurers with 31,000 repair shops as takeout rumors…
S scuttleblurb 17 clicks
Verra Mobility's new seven-year Avis agreement replaces a customer worth over 10% of revenue on materially worse economics, exposing…
S The Oak Bloke 13 clicks
Seabridge Gold's KSM gold-copper project could re-rate on a joint venture, 2027 feasibility study and infrastructure progress, with gold…
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Redfern Research
Norwegian Cruise Line’s $15 billion debt and 2026-27 capex delay deleveraging, despite fuel-efficient new ships and stronger projected 2028…
S The Oak Bloke 13 clicks
Alpha Metallurgical Resources has $263 million of usable liquidity and targets zero cash burn by 2027 through mine cuts, Wildcat ramp-up,…
Pagaya Technologies reported Q2 2026 network volume of $3.54 billion, 19% revenue growth and 99% adjusted net-income growth, while trading…
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Akim Guerreiro
GO Residential’s H&R REIT deal could trigger index purchases of 32 million units and re-rate its Lantower portfolio, despite related-party…
S Nugget Capital Partner's Substack
ContextLogic’s US Salt holds about 23% of the US and Canadian pharmaceutical-grade salt market, one of only two suppliers, supporting…
Jumia’s January 2028 $7/$15 call spread risks $1.15 for up to $6.85 if cost cuts and marketplace growth deliver adjusted EBITDA and…
S Triple S Special Situations Investing 13 clicks