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.
Happy $MKTW dividend day for those who celebrate ( $PAGS $EVC too)
Pretty good thesis on $MNRO here. I think it gets sold soon. https://t.co/nx6knvA1Ng
$CODI < $11 with a potential major asset sale coming is too cheap given underlying value. This thing moves on like $2mm of volume. Illiquidity is both a blessing (dislocations) and a curse (violent gaps)… 🤷♂️
$MAMA is probably at the most attractive valuation since 3 years ago. And right as they are executing super well. This will be a couple billon dollar company in a few years.
Not good for corn / corn basis. Good for $ALTO $GPRE https://t.co/Vv0h05uhzy
Cullinan Therapeutics plans December 2026 autoimmune updates for CLN-978, while zipalertinib awaits an FDA decision in previously treated…
Myriam Alvarez 2 clicks
VersaBank uses cash holdbacks and put-backs to buy point-of-sale loan cash flows, with C$7 billion in assets and AI-enabled real-time…
FGPR remains on track, PRTH's management buyout is set at $8.05, and microcap RAVE is described as cheap.
U.S. Treasury yields are testing credit and equity markets, while the discussion also targets recent changes at Glass House (GLAS).
IEH booked $3.6 million in mobile-defibrillator connector orders, lifting its medical revenue outlook and diversifying beyond aerospace and…
ARKO trades at 3 times estimated 2025 owner’s earnings, while its 73.6% APC stake exceeds its $473 million market cap.
Bumble trades at roughly 2x owner’s earnings and 4.76x enterprise value, with Whitney Wolfe Herd’s return central to a rerating case.
DeFi Development’s Solana treasury strategy faces dilution, preferred dividends and tight liquidity after a 50% rally, with $4.3 million of…
Dorine Cherop 
Special-situations survey flags Cooper’s $3 billion buyback, Grab’s $900 million repurchase, and Beretta’s $44.80 partial tender for Sturm…
Pioneer Bancorp’s acquisitions lifted loans 13.6% and Q2 net interest margin to 4.30%, but expenses, weaker profitability ratios and a…
Crimson And Gold Research 4 clicks
IMXI · short International Money Express is shorted on the market pricing an 80-85% chance that Western Union closes its roughly $500 million…
Andrada Mining’s Uis ore sorter targets higher tin grades and lower unit costs after FY26 operating cash flow reached £4.7 million, but…
Tectonic Therapeutic's TX45 CpcPH-HFpEF program gains support from Merck's CADENCE data; Phase 1b hemodynamics and cash through Q1 2029 set…
Equity Eagle 2 clicks
EVC reported a solid second quarter and outlook.
Limbach's EBITDA fell 30% as organic revenue declined, but 1 Main Capital calls the weakness temporary and views CYMCOR as its first…
GoPro rushed out its Starman Optical merger after Markiplier-driven buying sent GPRO up roughly 90% premarket, offering shareholders $1.14…
Shattuck Labs pivots to DR3-targeted IBD therapy SL-325, funded through a Phase 2b readout as it competes with anti-TL1A drugs.
Equity Eagle 
EverQuote, an $864 million digital insurance marketplace, and PAR Technology, an $808 million restaurant software provider, lead a…
Michael Burry on Build-A-Bear Workshop, Part 1.
RR 2026-08-29 Richtech Robotics faces 9.5% revenue growth, 159% higher OPEX and a RaaS contract pipeline that fell from $6.6 million to $2.1 million.
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