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 
TRIP · long Tripadvisor (TRIP) is presented as a long idea.
Pernas Research names Capstone Energy and Stabilis Solutions as AI data-center power beneficiaries, alongside Tenable, Upwork, Wise and…
Daktronics allegedly paid Kawhi Leonard millions in a hidden sponsorship deal tied to the Clippers’ Intuit Dome, raising fresh questions…
Butler National Corporation is the subject of a stock pitch presented at the MS Microcaps Summer Virtual Conference.
Groupon, Corsair and StepStone report within 15 minutes, setting up volatility between Groupon’s after-hours release and its Friday morning…
CareCloud runs provider billing without taking receivables risk, then cross-sells cloud software and stratusAI across 45,000-plus providers…
Diversified Energy cut $233 million of debt in 1H26, repurchased $93 million of stock and sold $273 million of land and assets while…
Leslie’s Inc. has faced a string of recent problems in its pool business.
Watches of Switzerland says Roberto Coin, e-commerce and pre-owned watches generate 24% of revenue, as private equity interest follows its…
Xerox is pitched as a cash-generating managed-decline value play, with debt, activist interest and short interest setting up a potential…
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