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)… 🤷♂️
Another one bites the dust. $LESL https://t.co/t3yjPJoqye https://t.co/4HzR1kBHef
$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.
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…
EuroDry shares rose more than 300% year to date as dry bulk markets strengthened, but an aging fleet, no dividend and a $20 million equity…
Henrik Alex 4 clicks
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.
Pacific Health Care trades below its more than $1 per-share net cash despite profitable workers’ compensation claims services, California…
DeFi Development’s Solana treasury strategy faces dilution, preferred dividends and tight liquidity after a 50% rally, with $4.3 million of…
Dorine Cherop 
NINE · long Nine Energy Service (NINE) is a domestic onshore oilfield-services consolidation play as U.S. rig counts show early signs of recovery.
Fubo's Hulu Live merger leaves Disney with 70% ownership and resets its 2028 EBITDA target to $300 million; at $10, it trades at 4.2 times…
Betterware de Mexico sells locally designed home organizers through direct sellers in informal neighborhoods, generating 67% gross margins;…
Stitch Fix’s rushed Freestyle pivot cannibalized its profitable Fix business, driving active clients below 3.4 million, quarterly revenue…
A debt-free machine tool company with $50 million in cash trades at 0.74 times book value and below net current asset value.
DMRC’s incoming CEO can earn more than $40 million if shares rise roughly fivefold, despite an 8-K warning of substantial doubt about the…
DoubleU’s $11.25-per-share bid for DoubleDown Interactive values its operating business at 0.25-0.7x EBITDA; minority holders can block it…
WeightWatchers emerged from Chapter 11 with 70% less debt, positive free cash flow and a cash sweep, while Galloway Capital holds 8% and…
Vaso Corporation’s $33 million market cap is 65% cash, and its GE HealthCare imaging-sales unit generates $6.6–7 million in operating…
PesoRama’s 0.64 current ratio, operating cash burn and 111% annual dilution offset 36% Q1 revenue growth, despite replacing an 18.5% loan…
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