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.
This game was INSANE!!! Even got to meet some $PBI bros 😉 https://t.co/Gnr0Qvmu3q https://t.co/Y2OnKxgqU0
I have been avoiding posting about $ZD, but it appears they have already purchased a massive amount of shares this quarter. Huge ruling here that will impact their court case. $ZD heading to $100+... https://t.co/kBF15ShkAU
I have been avoiding posting about $ZD, but it appears they have already purchased a massive amping of shares this quarter. Huge ruling here that will impact their court case. $ZD heading to $100+... https://t.co/kBF15ShkAU
@DeepValueStonks Hey, love your content have followed you for a while! Here is what I am using on $BMBL Owner's Earnings: https://t.co/i97SM6XWPs
Lesaka CEO Ali Mazanderani has bought more than $10 million of stock while pursuing a $20 to $30 valuation case through targeted…
Alamar Biosciences' consumables revenue rose 147% in 2Q26, lifting gross margin to 60% as the company expands into clinical diagnostics.
Petri Dish Reports 
Cogent Communications and AI data-center bottlenecks feature in a newsletter update on recruiting, financial media and conference takeaways.
Undercovered Dozen spotlights 12 lesser-covered stocks, including Brookfield Renewable, Annaly Capital and Seagate.
The Undercovered Dozen 
Lesaka’s executive chairman has invested more than $10 million personally and targets EPS compounding above 40% through consumer, merchant…
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.
POST · long Post Holdings remains a large position after the stock's recent decline.
RLJ Lodging Trust trades below book value, with positive FY26 FFO guidance and property conversions offset by elevated leverage risk.
Albert Anthony 2 clicks
Brazilian fintechs NU, INTR and PICS stand to benefit from a Bolsonaro-led runoff surprise that lowers fiscal risk premiums, rates and the…
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…
Howard Hughes plans to raise nearly $4 billion by selling real estate assets and condos, accelerating Vantage’s insurance expansion while…
Gary Gambino 3 clicks
Lennar is selling homes to former spinoff Millrose, whose revenue largely comes from Lennar and whose largest voting shareholder is…
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.
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Albert Anthony
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Khaveen Investments
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A Capital
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catechwilliams
Charles Frischer
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Colin King
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Conor Maguire | Value Situations
Convequity
David Orr
Deep Sail Capital
Devin LaSarre
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Edwin Dorsey
Evan Tindell
Fajasy
Farmer
Fierce_beast
Fred Liu
Gavin Baker
Ian Bezek
Idea Brunch
JabroniCoin.USD
John_Hempton
junkbondinvestor
kab60
KEDM.com
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Lee Roach
Little Owl Research
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mavix
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RiverRoadPartners
Rusholme Capital
Sahil Khetpal
SG
Sheel Mohnot
Tim Eriksen
Timyan Bank Alert
Todd Wenning
ToffCap
Trevor Scott
Undiscovered Compounders
Voss Capital
Yaron NaymarkOrdered by how often our editor reaches for them.
