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
EFXT · long Enerflex, a $3 billion natural gas infrastructure and equipment company, blends contracted energy-services cash flows with equipment…
BL Value Investors Club 4 clicks
El Al trades near 2x EBITDA after wartime near-monopoly profits, with $1.3 billion of net cash and owned aircraft weighed against…
YT Yet Another Value Podcast 13 clicks
June 2026 13F filings show Baupost doubling Genuine Parts ahead of its 2027 split and Ratan Capital making Silicon Motion its largest…
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
Espey Mfg. & Electronics, ESP, supplies sole-source power systems for Navy Virginia and Columbia submarines, retaining fixed-price…
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