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
NRGV · long Energy Vault (NRGV) is pitched as a long at about $4 per share, with contracted owned-and-operated projects supporting a $10 to $15 target.
BL Value Investors Club 1 click
Offshore drillers have secured 105 rig-years by September, 42% above all of 2025, as national oil companies lock up long-term capacity.
S Cannibal Stocks 1 click
Beasley Broadcast Group's equity hinges on repaying or arranging sales for roughly $115.5 million of debt by September 2027, before PIK…
S Calvin Blissett 1 click
Jackson Financial administers $287 billion in retirement accounts while a report says its captive, hedge-loss installment plan and…
BL Hunterbrook 4 clicks
Viridian Therapeutics is building a shared commercial platform for Lumvoa and investigational elegrobart in thyroid eye disease, with…
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Equity Eagle
Vizsla Silver's Panuco project in Sinaloa remains shut after nine workers were found dead, delaying construction of a fully funded 17.4 Moz…
S Triple S Special Situations Investing 1 click
DiamondRock Hospitality raised 2026 guidance after Q2 RevPAR rose 7%, AFFO climbed 25.7% to $0.44 a share, and net debt to EBITDA reached…
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Philip Wang
Figure Technology's HELOC platform grew Q2 2026 revenue 113% with a 54.6% adjusted EBITDA margin, while shares trade 57% below January's…
S Substack von Philipp 7 clicks
Copart’s 4Q26 revenue grew 2.4% as U.S. insurance volumes fell 7.5%, while a customer loss and higher yard costs pressured profits despite…
BL Speedwell Research 1 click
LifeMD cut 2026 revenue and EBITDA guidance as subscribers fell and customer acquisition costs reached 59% of revenue, prompting a shift…
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Eli Gooch