Sezzle reports subscribers up 76.4%, transactions up 32% and quarterly GMV up 38%, with expanding margins supporting improved profitability…
SA
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…
SA
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…
SA
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
FBRT · long Franklin BSP Realty Trust, a commercial mortgage REIT, is presented as a long at $8.20 per share and a $757 million market capitalization.
BL Value Investors Club 2 clicks
Churchill Downs is selling regional casinos to focus on horse racing and historical racing machines, where Exacta software and racetrack…
S Eagle Point Capital
NextDecade’s Rio Grande LNG ownership rises from 20.8% in Phase 1 to 60% in Train 4 and 70% in Train 5, increasing cash flow exposure as…
SA
Capital Connoisseur
Modine's leaked database identifies Google behind a $4 billion agreement and $4.5 billion of additional demand, with nearly $15 billion of…
IRhythm’s ZEUS clearance cuts clinician review time 50%, targeting $100 million in five-year savings as cardiac monitoring margins expand…
SA
Equity Eagle
Stabilis Solutions lost its Galveston LNG offtake anchor, revenue fell 36% in 1H’26, and limited liquidity leaves its data-center power…
S Monte Independent Investment Research
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
Portillo's guidance cut followed a 1.2% same-restaurant-sales decline and 1.9% margin compression, while its $343 million TRA liability…
SA
KC Research 2 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