Stratus Properties liquidates Austin real estate below projected distributions, while Atlantic Lithium and Intermex await approvals for…
S Triple S Special Situations Investing
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
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 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
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 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
GLIBA · long Liberty Capital Corp, GLIBA, is pitched long following its July 2025 spinoff from Liberty Broadband.
BL Value Investors Club 2 clicks
Copart's U.S. insurance volumes fell 7.5% in 4Q26, largely from one customer loss, while international insurance units rose 11.2% and…
S Speedwell Memos 4 clicks
Viridian Therapeutics is building a shared commercial platform for Lumvoa and investigational elegrobart in thyroid eye disease, with…
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Equity Eagle
Vizsla Silver's Panuco project in Sinaloa remains shut after nine workers were found dead, delaying construction of a fully funded 17.4 Moz…
S Triple S Special Situations Investing 1 click
DiamondRock Hospitality raised 2026 guidance after Q2 RevPAR rose 7%, AFFO climbed 25.7% to $0.44 a share, and net debt to EBITDA reached…
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Philip Wang
Figure Technology's HELOC platform grew Q2 2026 revenue 113% with a 54.6% adjusted EBITDA margin, while shares trade 57% below January's…
S Substack von Philipp 7 clicks
Copart’s 4Q26 revenue grew 2.4% as U.S. insurance volumes fell 7.5%, while a customer loss and higher yard costs pressured profits despite…
BL Speedwell Research 1 click
LifeMD cut 2026 revenue and EBITDA guidance as subscribers fell and customer acquisition costs reached 59% of revenue, prompting a shift…
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Eli Gooch
QXO applies Brad Jacobs’s consolidation playbook to fragmented building materials, anchored by its TopBuild acquisition and a strategy of…
Dell’s AI-server demand and Microchip’s data-center components lead updates on Cirrus Logic and STMicroelectronics, alongside a weekly…
S Monte Independent Investment Research