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
SFM · long Sprouts Farmers Market benefits from GLP-1 adoption, scrutiny of ultra-processed foods and dietary restrictions driving demand for natural…
BL Value Investors Club Jun 30 1 click
Cestrian initiated Joby Aviation at Accumulate and upgraded Applied Materials and Broadcom to Accumulate for the week ended 11 September…
BL Cestrian Capital Research Sep 14
Enel Chile uses battery storage and grid management to turn renewable oversupply into flexibility, lifting H1 2026 EBITDA 3.9% and net…
SA Ryan Canady Sep 14 4 clicks Alarm.com, founded after CEO Steve Trundle’s bad home-security experience, has fallen from $105 in 2020 to about $55, testing whether…
S TSOH Investment Research Sep 14 1 click
Cannibal Stocks favors cash-generative companies that retire shares at low valuations, citing Dillard’s 80% share reduction and…
PINFRA's nonvoting PINFRAL shares trade 27.2% below voting stock despite identical economics, while its toll-road concessions average 31…
Oak Bloke’s 2026 picks have returned 37% in GBP, with AltynGold, Geiger Counter, Silvercorp and China-focused trusts still rated buys…
S The Oak Bloke Sep 13 3 clicks
Crocs’ core brand surpassed $1 billion in quarterly revenue, while HEYDUDE weakness, tariffs and 2025 impairments weigh on shares trading…
S Flyover Stocks Sep 13 4 clicks
TSOH weekly roundup covers Meta’s child-safety settlement, Markel’s leadership transition, Peloton’s gym strategy and an upcoming Alarm.com…
S TSOH Investment Research Sep 11 2 clicks
Independence Realty Trust is buying Centerspace in stock to create an $8.1 billion apartment REIT, targeting 5% 2027 Core FFO per-share…
SA Dane Bowler Sep 11