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
ELALF · long El Al Israel Airlines, $ELAL, cut costs 20% in its 2020 COVID restructuring and was taken over by U.S. investors.
BL Value Investors Club Jul 9
ZIM’s proposed deal carries a claimed 23% spread and 110% IRR by Q4 2026, with Q3 and Q4 dividends potentially raising returns if closing…
S Calvin Blissett Sep 23 13 clicks
Micron’s customer agreements, Analog Devices’ acquisitions, Ondas’ GATE deal and Baker Hughes’ power systems position them for AI…
S Monte Independent Investment Research Sep 23 4 clicks
ZIM faces Israeli review of Hapag-Lloyd’s $35-per-share bid, with $2.46 billion cash and elevated transpacific rates supporting potential…
SA Melissa Tucker Sep 23 Shift4 trades at 6.5x EBITDA despite 11% reported organic growth, with Shift4 Dine equipment leases cited as evidence of net-new merchant…
YT Yet Another Value Podcast Sep 22 17 clicks
Texas Instruments, ON Semiconductor and Vishay are rated Accumulate on rising robotics demand for analog, power and discrete chips after a…
BL Cestrian Capital Research Sep 22 6 clicks
Firefly Aerospace grew backlog to $1.5 billion, won two 2028 lunar missions and acquired Space-ng for autonomous navigation across its Blue…
S Monte Independent Investment Research Sep 22 8 clicks
Cellebrite converts more than 110% of EBITDA into free cash flow and trades at 12.5 times free cash flow, with management targeting 15% or…
S Aurelion Research Sep 22 9 clicks
Innodata's new Meta contract for long-horizon agent personalization ties the data company to Meta's Muse AI assistant, despite Meta's Scale…
BL Hunterbrook Sep 22 11 clicks
Shift4 trades at 6.5 times EBITDA despite 11% organic growth, with Shift4 Dine equipment leases reaching a $400 million run rate as…
S Yet Another Value Blog Sep 22 4 clicks