Sezzle reports subscribers up 76.4%, transactions up 32% and quarterly GMV up 38%, with expanding margins supporting improved profitability…
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The J Thesis
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
Sezzle’s Q2 revenue rose 51.7% as subscribers grew 76.4%, while SezzleCash and Sezzle Send add growth potential and greater underwriting…
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Investor Overview
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
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
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
OPRX · long OptimizeRx, OPRX, trades 30% below its February 2025 writeup despite becoming a stronger company.
BL Value Investors Club 2 clicks
MDA Space is added to the Aurelion Index after hiring engineers, signing large contracts and expanding facilities; the thesis cites…
S Aurelion Research 5 clicks
GoPro rushed out its Starman Optical merger after Markiplier-driven buying sent GPRO up roughly 90% premarket, offering shareholders $1.14…
S Yet Another Value Blog 4 clicks
Tidewater CEO Quintin Kneen’s 2024 stock trades and board activity follow GulfMark’s bankruptcy, Tidewater’s merger and TDW’s 485%…
Cleveland-Cliffs' 2027 upside depends on contract resets and Stelco earnings, while management directs free cash flow to deleveraging…
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The Bullionaire 1 click
Waystar sells revenue-cycle software for a US claims process where roughly 18% of submitted claims are initially denied and healthcare…
S scuttleblurb 5 clicks
Genius Sports guided for $1.005–$1.025 billion of revenue and $285–$295 million of adjusted EBITDA despite higher leverage from the Legend…
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Mayank Marwah 5 clicks
Ultragenyx targets $730-760 million of 2026 revenue after GENGLYCOS approval, with UX111’s FDA decision and GTX-102 Phase 3 data due in…
Fortrea’s adjusted EBITDA rose 24% in H1 as cost cuts outpaced a 3.4% revenue decline, while new business awards increased 19%.
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Manimala Misra 2 clicks
EverQuote, an $864 million digital insurance marketplace, and PAR Technology, an $808 million restaurant software provider, lead a…
S Inglenook Growth