Stratus Properties liquidates Austin real estate below projected distributions, while Atlantic Lithium and Intermex await approvals for…
S Triple S Special Situations Investing 1 click
Beyond Meat’s Q2 2026 revenue fell 8.2% as U.S. retail and foodservice volumes declined, while a flatter, not inverted, Treasury curve…
POSCO Holdings trades at a 78.6% P/B discount as lithium, gas and trading profits reshape the steelmaker, while capex and lithium prices…
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Capital Connoisseur 1 click
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
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 6 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 3 clicks
Archer Aviation's Insitu, Wisk and SkyGrid acquisitions add military and drone revenue, cutting FAA-certification dependence and leaving…
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The Alpha Analyst 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 7 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
TDC · short Teradata is a short as its on-premises analytics business declines while enterprises shift workloads to cloud-native platforms.
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Darden Restaurants posted 2.8% same-store sales growth as Olive Garden and LongHorn outperformed a softer casual-dining market, while…
Rocky Mountain Chocolate Factory’s new board targets a turnaround after a four-year proxy fight, but $574,000 franchisee AUVs and a…
McDonald’s investor day framed digital loyalty scale, delivery and AI-driven offer personalization as drivers of incremental restaurant…
PFS Bancorp trades at $8.65 despite more than $31 million of tangible equity after its thrift conversion, as recent conversions average a…
S Exploring with Alluvial Capital 3 clicks
Four Corners’ insider-backed asset sale cut shareholder proceeds to roughly 80% of its prior share price. A 2016 Wilh.
S Exploring with Alluvial Capital 2 clicks
PureCycle’s largest shareholder, Sylebra Capital, keeps financing its delayed, over-budget plastic-recycling plant despite covenant…
S John Hempton's Newsletter 3 clicks
Campari’s five-year loyalty plan grants five votes per share, letting its controlling shareholder sell stock while retaining control and…
S John Hempton's Newsletter 2 clicks
Talen’s post-bankruptcy nuclear assets, FREIT’s $22 Kushner bid and Calithera’s failed liquidation vote illustrate unusual small-cap…
S Exploring with Alluvial Capital 1 click
Essex Biotechnology trades at 8 times earnings despite patented Chinese biologics, near-60% niche market share and a portfolio built with…
S Healthy Stock Picks 1 click