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 
BUR · long Burford Capital is presented as a long investment idea.
Espey Mfg. & Electronics, ESP, supplies sole-source power systems for Navy Virginia and Columbia submarines, retaining fixed-price…
Alpha Metallurgical Resources has $263 million of usable liquidity and targets zero cash burn by 2027 through mine cuts, Wildcat ramp-up,…
GO Residential’s H&R REIT deal could trigger index purchases of 32 million units and re-rate its Lantower portfolio, despite related-party…
ContextLogic’s US Salt holds about 23% of the US and Canadian pharmaceutical-grade salt market, one of only two suppliers, supporting…
Jumia’s January 2028 $7/$15 call spread risks $1.15 for up to $6.85 if cost cuts and marketplace growth deliver adjusted EBITDA and…
Table Trac (TBTC), a $22 million casino-software provider, trades at 4.7x EV/EBIT as maintenance revenue from 300-plus casinos compounds…
DoorDash’s integrated autonomous-delivery strategy contrasts with Uber’s 2026 divestment of Serve Robotics, its former delivery-robot…
E.W. Scripps, Team Internet, Monro, doValue and Inter & Co feature as special-situation trades involving mergers, asset sales, leverage and…
Entravision’s Smadex ad-tech unit grew Q2 revenue 230% year over year, underpinning a re-rating thesis despite its legacy Spanish-language…
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