Special-situations survey profiles 26 activist, capital-return, M&A and strategic-alternative catalysts, led by buybacks at Under Armour, Constellation Brands and GEO Group.
Elroy Air makes big inroads in military eVTOL, here autonomous cargo drones. $KTOS to manufacture. Going public soon via merger with $CMII / $IPXG SPAC. https://t.co/GgJ06SqbKI
$ACMR evolving its institutional shareholder base as its earnings power & liquidity increase: US-listed bet on China Semicap. Capital Group now top 4. Ward Ferry, 12 West, Citadel… https://t.co/7mMHvefEYe https://t.co/cY0fynu04r
Anyone follow $LFTO closely? What price does this get interesting? https://t.co/wBRnTTafXG
$OUST $LUNR - depending on pace of lunar expansion $CLPT $NURS.v
@TheBigLong2019 Humanoid robots is AI adjacent, but I agree with you on $OUST
@MoodyWriter13 I think $NBIS is as viable of a business as $OKLO is -- that is to say, a clear stock promote as opposed to a for-profit business. But little reason to post about it. The bulls have their view and reality will come for them in due time. I'm not going to change their mind.
@boujee_banker @Nobilis_Capital @HettyGreen2020 $FMX reports Bara data, it's growing double digits as well, albeit slower than $TBBB. https://t.co/hlJy1GhSnZ
Maase, a $5B AI infrastructure company with sub-$50M annualized revenue and persistent losses, faces governance concerns over super-voting…
Wolf Report 1 click
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…
Astronics targets $1.02 to $1.04 billion in 2026 revenue after adjusted operating margin reached 20.3%, with Boeing representing 12% of…
Jordan Aquilina 
Golar LNG’s fourth FLNG vessel targets 3.5MTPA capacity and a 2029 delivery, supporting projected adjusted EBITDA above $1 billion in…
Group 1 Automotive CEO Daryl Kenningham’s Toyota ties, capital-allocation decisions, compensation and stock sales face scrutiny after the…
Portfolio added Otis Worldwide in the mid-$60s, increased Pool, Copart and Floor & Decor, and sold Berkshire Hathaway.
Brazilian fintechs NU, INTR and PICS stand to benefit from a Bolsonaro-led runoff surprise that lowers fiscal risk premiums, rates and the…
Alliance Resource Partners has 2026 coal sales fully contracted and is expanding oil and gas royalties through AllDale, supporting its 9.8%…
Timur Mekhantev 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…
Lennar is selling homes to former spinoff Millrose, whose revenue largely comes from Lennar and whose largest voting shareholder is…
POST · long Post Holdings remains a large position after the stock's recent decline.
Rocket Lab reported Q2 revenue up 62% to $234.1 million and backlog up 137% to $2.36 billion, while operating losses and cash burn…
AAR’s $1.8 billion acquisition of a 65% stake in MRO Holdings adds widebody aircraft maintenance and targets a 19% to 20% EBITDA margin by…
The Trade Desk's Q2 revenue grew 3% to $715 million as Q3 guidance called for a year-over-year decline; TTD has fallen over 90% from its…
Belden targets net leverage of 2.9x by 2027 from 3.9x, using RUCKUS's 65%+ gross margins and free cash flow to reduce debt.
Lee Bailey 
Crocs has $2 billion of buyback authorization, more than a third of its market cap, as North American sales stabilize and HeyDude drags on…
Mattel rose 19% on takeover speculation, but a potential $20-per-share bid, margin pressure and CEO transition leave its standalone…
Seeking Profits 
Ethos Technologies ($LIFE) sells AI-driven life insurance while relying heavily on multilevel marketing agencies using aggressive cold…
Karman Holdings reported 58% Q2 revenue growth, $1.3 billion backlog and margin expansion while replacing leadership and remediating…
Innodata's 45% pullback resets its valuation after two quarters of 50% revenue growth, though two customers still supply 71% of revenue and…
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