Maase, a $5B AI infrastructure company with sub-$50M annualized revenue and persistent losses, faces governance concerns over super-voting…
SA Wolf Report Oct 8 Salad and Go filed Chapter 11 after its Texas and Oklahoma expansion failed, seeking to sell 65 leases to Dutch Bros for $105 million as 7…
S PETITION Oct 7 3 clicks
Astronics targets $1.02 to $1.04 billion in 2026 revenue after adjusted operating margin reached 20.3%, with Boeing representing 12% of…
SA Jordan Aquilina Oct 6 Golar LNG’s fourth FLNG vessel targets 3.5MTPA capacity and a 2029 delivery, supporting projected adjusted EBITDA above $1 billion in…
S Monte Independent Investment Research Oct 6 1 click
Group 1 Automotive CEO Daryl Kenningham’s Toyota ties, capital-allocation decisions, compensation and stock sales face scrutiny after the…
S Cannibal Stocks Oct 6 3 clicks
Portfolio added Otis Worldwide in the mid-$60s, increased Pool, Copart and Floor & Decor, and sold Berkshire Hathaway.
S D Invests Oct 5 1 click
Brazilian fintechs NU, INTR and PICS stand to benefit from a Bolsonaro-led runoff surprise that lowers fiscal risk premiums, rates and the…
S Substack von Philipp Oct 5 3 clicks
Alliance Resource Partners has 2026 coal sales fully contracted and is expanding oil and gas royalties through AllDale, supporting its 9.8%…
SA Timur Mekhantev Oct 5 4 clicks Group 1 paid $1 billion of goodwill for Hennessy’s 10 dealerships, a record $100 million per store, financed largely with $1.25 billion of…
S Cannibal Stocks Oct 4 4 clicks
Lennar is selling homes to former spinoff Millrose, whose revenue largely comes from Lennar and whose largest voting shareholder is…
BL Hunterbrook Oct 2 2 clicks
EEFT · long Euronet Worldwide (EEFT) is presented as an asymmetric opportunity, citing its strong balance sheet and shareholder-friendly capital…
BL Value Investors Club Jun 10 1 click
Peloton’s improved balance sheet has not stopped weak subscription trends or sharp volatility, prompting purchases near $3.70, a later…
S TSOH Investment Research Aug 10 1 click
Colombia’s Abelardo de la Espriella signals tax cuts and an Ecopetrol revival, while Inter & Co.
S Ian’s Insider Corner Aug 9
Cerebras’s upcoming WSE 3.5 targets power delivery and clock speeds; the analysis argues parametric yield, not defect routing, is key to…
S Irrational Analysis Aug 9
Aquarian won Brighthouse Financial despite a lower bid after higher offers failed to secure reinsurance for its legacy liabilities and thin…
Bumble fell, Shift4 dropped 23% and WeightWatchers rose 18% after earnings, prompting added Shift4 exposure and a sharp WeightWatchers…
S Modern Value Investing Aug 9
Hims & Hers investor Paul Cerro is long again on lab and patient data driving retention and LTV, despite management concerns, GLP-1…
YT Yet Another Value Podcast Aug 7 9 clicks
TSOH’s weekly roundup covers Crocs’ $218.6 million Malta tax savings, Roblox’s forecast bookings decline and Lululemon’s CEO change amid…
S TSOH Investment Research Aug 7
Shift4 fell 19% after cutting FX-neutral guidance by 100 basis points, despite Q2 revenue, EPS and EBITDA beats.
S Best Anchor Stocks Aug 7
Remitly raised full-year guidance as it pursues digital remittance share gains, with debit cards targeting higher retention and per-user…
S Emerging Moats Research Aug 7