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 $4.3 million of…
Dorine Cherop 
KVHI · long KVH Industries is winding down capital-intensive GEO antenna manufacturing and pivoting to an asset-light maritime connectivity business.
Organigram’s shares fell 25% after Q1, despite Motif Labs making OGI Canada’s largest cannabis producer and a top-three player across major…
VYX executive chair James Kelly replaces David Wilkinson as CEO.
EDreams nears 7.25 million Prime members and €180 million of Cash EBITDA, marking its shift from an online travel agency to a…
Playtika's governance is so poor it may create a contrarian opportunity.
OTC Markets has lost many profitable small companies to buyouts, privatizations and SEC Rule 15c2-11.
Tecogen ($TGEN) sells gas-or-electric chillers that management says cut data-center cooling costs 30–40%, with factory utilization offering…
Electric Last Mile Solutions sold assets for $104.6 million after its $5 million OTC market cap reflected a Chapter 7 liquidation and…
EDreams’ Prime travel subscription model makes the €3.6 billion European OTA a potential Uber, Airbnb or Amazon acquisition target.
Cipher Pharmaceuticals’ $89.5 million Natroba acquisition doubles EBITDA to about $24 million and adds U.S.
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