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SIRI · long

Sirius Xm Holdings INC

SiriusXM, SIRI, combines a 32% EBITDA margin with 3.6x net leverage and a 16% free-cash-flow margin despite elevated capex.

The Priority Technology Situation

Priority Technology received an opportunistic buyout proposal, with its business better suited to remaining public absent a much higher…

Tis The (Earnings) Season

Argentine banks, tariff-exposed stocks and Customer’s Bancorp anchor an earnings-season watchlist after Milei’s election victory,…

(MGGA) Make Guns Great Again

Ruger trades at a $468 million enterprise value, about 7 times normalized free cash flow, with $101 million cash and no debt as gun demand…

Boston Omaha Corporation ($BOC)

Boston Omaha trades at $13.31 versus a $23-$30 intrinsic-value estimate, with billboard, broadband, hangar and surety businesses valued at…

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