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
HWKN · short Hawkins (HWKN) faces margin pressure as cost increases and municipal budget constraints weigh on its water-chemical distribution business.
BL Value Investors Club 1 click
VYX executive chair James Kelly replaces David Wilkinson as CEO.
S Nongaap Investing
Playtika's governance is so poor it may create a contrarian opportunity.
S Nongaap Investing
OTC Markets has lost many profitable small companies to buyouts, privatizations and SEC Rule 15c2-11.
S Exploring with Alluvial Capital
Tullow Oil faces falling Ghana production, heavy debt and tax-arbitration risk as Kosmos weighs a possible acquisition structure.
S Brevarthan Research
Cementos Argos trades below the value of its 54.7 million Summit Materials shares, with asset sales and strategic holdings providing…
S Exploring with Alluvial Capital
EDreams’ Prime travel subscription model makes the €3.6 billion European OTA a potential Uber, Airbnb or Amazon acquisition target.
S 310 Value’s Newsletter 2 clicks
Offshore drillers have fallen 25-30% despite floater dayrates above $500,000 and utilization in the high-80% to low-90% range.
S Raging Bull Investments 1 click
Cronos Group's Q2 net revenue rose 46% to $27.8 million as Canadian cannabis volumes and market share grew, while its cash balance remained…
S Raging Bull Investments
ECIP recipient banks could repurchase Treasury preferred shares at steep discounts, potentially lifting book value, while Hawaiian Electric…
S Exploring with Alluvial Capital