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
COCO · short Vita Coco, COCO, is pitched short after a 45% monthly rally, arguing investors are overextrapolating coconut water category growth.
BL Value Investors Club Jun 2 1 click
SNAP Family Center was omitted from Snap’s earnings call, validating a 50-cent Kalshi NO contract and informing a machine-learning model…
S First Strike Research Feb 10
FDA’s crackdown on HIMS’s $49 compounded oral Wegovy copy reshapes GLP-1 competition after Novo Nordisk forecast 2026 sales and profit…
S Modern Value Investing Feb 8
A former value-investor darling, down 50%, pairs a monopoly with a recurring-revenue razor-and-blade business; debt paydown, margin…
S Treasure Hunting Feb 5 3 clicks
Kalshi’s 87% odds of “Family Center” on Snap’s earnings call far exceed its 2.9% historical mention rate and a 15–20% street-adjusted…
S First Strike Research Feb 2
DInvests sold Thermo Fisher, Dollar General, Dollar Tree and Edwards Lifesciences, then bought Pool Corp and Kraft Heinz while adding to…
Stride operates 89 virtual and blended public K-12 schools in 31 states and trades at 6x EBIT after an operational setback.
Netflix’s proposed Warner Bros. acquisition could preserve or expand theatrical releases, supporting cinema chains such as Cinemark and…
S Base Hit Investing Jan 25
LandBridge’s produced-water pore-space royalties, 69% of Q3 2025 revenue, offer durable value beyond its volatile Permian data-center…
S 310 Value’s Newsletter Jan 19 2 clicks
Pool Corporation derives 65% of sales from maintenance and repair, while scale and acquisitions support a 40-50% share of pool supplies.