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…
SA
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
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
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
Sezzle’s Q2 2026 revenue rose 51.7% and adjusted net income 58.4%, while revenue per GMV reached 11.7% as Premium subscriptions lifted…
SA
Blake Winiecki 1 click
VersaBank uses cash holdbacks and put-backs to buy point-of-sale loan cash flows, with C$7 billion in assets and AI-enabled real-time…
S Substack von Philipp 5 clicks
GitLab's Q2 FY2027 beat and raised guidance reflect large deals, paid consumption growth and AI demand, while valuation rests on revenue…
SA
Research and Value 3 clicks
CNR · long Core Natural Resources is a US metallurgical and thermal coal producer formed in January 2025 through the merger of CONSOL Energy and Arch…
BL Value Investors Club 1 click
GAMCO Investors trades OTC at a $550 million market cap, with $150 million in excess cash and a 5.2-5.7x operating-income valuation despite…
S Exploring with Alluvial Capital
RH’s debt-funded luxury expansion faces weakening demand, deeper member discounts and a balance sheet strained by $2.4 billion of net debt.
S Brevarthan Research
Acuren's Q2 revenue rose 1.5% to $313.9 million before its NV5 merger; post-close selling drove TIC down 21% as management targets $20…
Insperity's special equity awards raise questions about the goals and incentives behind the grants.
S Nongaap Investing
Tenable Holdings faces a potential sale, with attention on M&A signals around the cybersecurity software company.
S Nongaap Investing
Pebblebrook Hotel Trust preferreds yield 8.2% to 8.4%, supported by a hotel portfolio trading at a claimed 40% to 55% NAV discount and…
DoubleDown Interactive trades near its $485 million cash balance while generating $150 million of annual free cash flow, with acquisitions…
Campari and Diageo outperformed spirits peers by turning working capital faster, while Rémy Cointreau's aged-cognac inventory constrained…
Paxman sells chemotherapy scalp-cooling systems, expanding US reimbursement and utilization after acquiring its largest competitor in 2025.
S Healthy Stock Picks