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
EFXT · long Enerflex, a $3 billion natural gas infrastructure and equipment company, blends contracted energy-services cash flows with equipment…
BL Value Investors Club Jun 19 4 clicks
Applied Aerospace & Defense reported Q2 revenue growth of 47% to $167 million and $1.13 billion in backlog, supported by missile production…
S Monte Independent Investment Research Sep 4
Sleep Well Portfolio’s August gains were led by Veeva, CrowdStrike and cybersecurity, while Cellebrite and WiseTech reported early AI…
S Sleep Well Investments Sep 3
MiniMed Group's pumps, sensors and dosing algorithm expand recurring CGM and consumables revenue as separation costs roll off and cash flow…
SA Myriam Alvarez Sep 3 1 click Special-situations survey profiles 31 activist, buyback, M&A and strategic-review cases, including Abercrombie, PagSeguro and Vodafone.
S Latticework by MOI Global Sep 3
Enlight Renewable Energy’s debt- and tax-equity-funded expansion cannot justify the growth embedded in its valuation, yielding a $60.17 DCF…
SA Sorin Muraru Sep 2 Lumen is shedding consumer lines for data-center services; $9.2 billion of deferred revenue, up 72%, supports its enterprise order book…
BL Cestrian Capital Research Sep 1
MDA Space is added to the Aurelion Index after hiring engineers, signing large contracts and expanding facilities; the thesis cites…
S Aurelion Research Sep 1 5 clicks
Tidewater CEO Quintin Kneen’s 2024 stock trades and board activity follow GulfMark’s bankruptcy, Tidewater’s merger and TDW’s 485%…
Cleveland-Cliffs' 2027 upside depends on contract resets and Stelco earnings, while management directs free cash flow to deleveraging…
SA The Bullionaire Sep 1 1 click