Stratus Properties liquidates Austin real estate below projected distributions, while Atlantic Lithium and Intermex await approvals for…
S Triple S Special Situations Investing
POSCO Holdings trades at a 78.6% P/B discount as lithium, gas and trading profits reshape the steelmaker, while capex and lithium prices…
SA
Capital Connoisseur
Research Roundup covers AAON's data-center cooling ramp, Knife River's margin recovery, ChronoScale's Microsoft-backed neocloud buildout…
S Monte Independent Investment Research
Annaly Capital Management’s rate swaps and MBS expansion lifted earnings available for distribution 28% year over year, supporting its…
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Andres Veurink
Asia's elevator boom favors maintenance and modernization providers, with Otis deriving nearly 90% of operating profit from after-sales…
BL Asian Century Stocks 1 click
Portfolio returned 65.7% through September 28 versus the S&P 500’s 13.2%, while backing Tourmaline, EQT, Athabasca and SLB on gas demand…
S Guardian Research 5 clicks
FTAI Aviation’s engine-exchange model swaps CFM56 engines in days rather than 200-day overhauls, driving Aerospace Products adjusted EBITDA…
S Bristlemoon Capital 2 clicks
The Trade Desk’s CEO received a new 10-year option package targeting $105 per share as the company seeks shareholder approval to reprice…
S Yet Another Value Blog 5 clicks
Cullinan Therapeutics plans December 2026 autoimmune updates for CLN-978, while zipalertinib awaits an FDA decision in previously treated…
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Myriam Alvarez 2 clicks
Alpha Metallurgical Resources director Ken Courtis bought $10.5 million above $190 after a blackout lifted, while Conifer’s 12.7% Group 1…
S Cannibal Stocks 3 clicks
BSX · long Boston Scientific, the interventional cardiac-device leader, is rated long after a share-price and P/E decline tied to slower market growth…
BL Value Investors Club
Quantinuum's improving logical-qubit error correction, 1,504 successful-circuit benchmark score and paid deployments at RIKEN, BMW and…
S Mispriced Assets 3 clicks
Generac’s $2.4 billion Amazon generator agreement for 2027-28 anchors its data-center growth thesis, with 30% projected revenue growth in…
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Fernanda Galvez Jalil
Grab generates 53% of revenue from delivery, 36% from mobility and 10% from financial services, using its Southeast Asian marketplace to…
S Rebound Capital 1 click
Ultra Clean Holdings targets a $4 billion annualized revenue run rate by H2 2027 through manufacturing expansion and a broader…
S Monte Independent Investment Research 2 clicks
Anterix’s 900 MHz spectrum could be worth $2.5–$7 billion, versus a $1.41 billion enterprise value, but insider selling and lumpy…
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The Market Auditor 2 clicks
Special-situations survey flags Cooper’s $3 billion buyback, Grab’s $900 million repurchase, and Beretta’s $44.80 partial tender for Sturm…
S Latticework by MOI Global 1 click
Weichai Power built a global engine group through Baudouin and a 46% stake in PSIX, positioning both for large-bore generator demand from…
S Maius Partners 2 clicks
Pioneer Bancorp’s acquisitions lifted loans 13.6% and Q2 net interest margin to 4.30%, but expenses, weaker profitability ratios and a…
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Crimson And Gold Research 4 clicks
STMicroelectronics, Navitas and Wolfspeed offer contrasting power-semiconductor cases tied to NVIDIA’s 800V AI data-center architecture,…
S SixSigmaCapital: Navigating the Financial Markets 4 clicks