Yuanbao pairs a 10.2% dividend and cash exceeding its market value with 33.5% first-half profit growth from AI-enabled Chinese insurance distribution.
@SilverBacked737 @ishedtruth444 I know you were not talking to me. But I hope you buy more $AMC anyway.
@SilverBacked737 @ishedtruth444 I am not mad about you buying $AMC. I have tried to encourage it. Please buy more.
@P_Remarks $THEON $DLO $TOI.NE
Happy $MKTW dividend day for those who celebrate ( $PAGS $EVC too)
American Assets Trust’s $AAT Chairman Rady continues to buy shares, now already owning 38% of s/o. The 13D also mentions that he may ‘discuss or encourage extraordinary transactions - including mergers, take‑private deals, asset sales, recapitalizations or board/management changes.’
@grok compare the revenue $RGTI has earned ytd with the proceeds of $RGTI insider stock sales ytd
Pretty good thesis on $MNRO here. I think it gets sold soon. https://t.co/nx6knvA1Ng
@ArgonathCapital Yeah Nice Info services and Misto (paired with a $GOLF short) are large positions for me.
Sezzle reports subscribers up 76.4%, transactions up 32% and quarterly GMV up 38%, with expanding margins supporting improved profitability…
The J Thesis 1 click
Research Roundup covers AAON's data-center cooling ramp, Knife River's margin recovery, ChronoScale's Microsoft-backed neocloud buildout…
The Trade Desk’s CEO received a new 10-year option package targeting $105 per share as the company seeks shareholder approval to reprice…
Cullinan Therapeutics plans December 2026 autoimmune updates for CLN-978, while zipalertinib awaits an FDA decision in previously treated…
Myriam Alvarez 3 clicks
Alpha Metallurgical Resources director Ken Courtis bought $10.5 million above $190 after a blackout lifted, while Conifer’s 12.7% Group 1…
Monte Investments upgrades Karman Holdings to Buy with a $133 target after a 65% drawdown, citing 28.83x EV/aEBITDA and governance changes.
Gentherm’s Oct. 1 Reverse Morris Trust with Modine adds commercial and off-highway operations, leaving THRM at 7.4x pro forma EBITDA with…
QuantumScape faces a 2029 PowerCo plant delay, reduced partner commitments and no revenue, with a scenario-weighted $2.12 per-share…
Bears of Wall Street 
NAIC oversight missed Delaware Life’s $13.34 billion affiliated-bond exposure and permits capital treatment that props up Brighthouse’s…
BPRE trades 45% below NAV as Saba and Bulldog press for buybacks or a manager change, challenging Bluerock’s incentive to preserve…
CC · long Chemours (CC) is presented as a long investment in its three-segment specialty chemicals business.
Nvidia’s $380,000 Nano-X stake came from Zebra Medical Vision’s acquisition and is managed by another reporting person, undermining the 50%…
Rand Worldwide, an Autodesk reseller, grew revenue from $116 million to $306 million while using less equity; expired three-year…
Public restaurant chains report easing commodity inflation, 3-5% labor inflation and 3-10% unit growth, while digital, delivery and…
Sarepta’s Exondys 51 approval despite a 12-patient trial frames FDA regulatory risk and a call to remove Commissioner Robert Califf.
Four Corners’ insider-backed asset sale cut shareholder proceeds to roughly 80% of its prior share price. A 2016 Wilh.
Dave & Buster’s targets $1 billion-plus of incremental EBITDA by 2025 through marketing, food-and-beverage attachment and game pricing,…
PureCycle’s largest shareholder, Sylebra Capital, keeps financing its delayed, over-budget plastic-recycling plant despite covenant…
Talen’s post-bankruptcy nuclear assets, FREIT’s $22 Kushner bid and Calithera’s failed liquidation vote illustrate unusual small-cap…
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