Fannie Mae and Freddie Mac common shareholders face at least 90% dilution if Treasury converts its growing senior preferred stakes into common stock.
who is long $woof here? https://t.co/H0SfjxEAjR
Idea Brunch with Chris Colvin of @BreachInletCap Tickers discussed include $BKTI, $PRG, $BATRK, $LRN, and $HGV Enjoy! https://t.co/sY3RpWR3hz
Cal is very smart, especially as it pertains to $NN - would listen… https://t.co/7BAS7on13l
for $evlv unfortunately it seems the economics of their incremental customer wins are margin dilutive as they are trying to continue growing while competitors are catching up https://t.co/WOBgds8M4K
@richtrades100 Yo $KYIV? https://t.co/KPar8yzxlq
M&A idea: $BCO closing on cash + stock acquisition of $NATL early 1Q27 Implied BCO market cap ~$5.5B post-close on $1B pro-forma FCF = 5.5x Leverage jumps to ~3.4x so they'll likely spend a few years balancing delevering No real arb situation, but worth watching...
Brazil’s October 25 runoff puts Bolsonaro’s likely victory at the center of a bullish regional-stock case; Golar LNG (GLNG) also reports…
Hyster-Yale trades at 0.16 times sales as lift-truck bookings rebound and restructuring targets $85 million to $100 million in annual…
Legence trades at 10.4x EV/aEBITDA with a $5.7 billion backlog, as AI data center installations drive growth and expand its maintenance…
OceanaGold trades below its mine value despite US$655 million of cash and no debt, with production set to dip before Wharekirauponga begins…
The Bullionaire 1 click
Cava’s $3 million AUVs, 25.1% restaurant margins and sector-leading same-store sales support its expansion case as awareness rose from 40%…
Special-situations survey profiles 26 activist, capital-return, M&A and strategic-alternative catalysts, led by buybacks at Under Armour,…
Millrose told Goldman its Lennar purchases had rent-to-own tenants lined up, but most analyzed homes were advertised for rent and showed…
Golar LNG ordered a $2.45 billion fourth FLNG vessel, targeting 3.5MTPA of capacity and $400 million in annual EBITDA under a 20-year…
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 
GLIBA · long Liberty Capital Corp, GLIBA, is pitched long following its July 2025 spinoff from Liberty Broadband.
Kraken Robotics’ C$615 million Covelya acquisition roughly doubles its underwater defense content as mine-warfare risks drive naval…
Build-A-Bear Workshop, the toy retailer.
NIO beat Q2 expectations as delivery growth and higher ES8 and ES9 vehicle margins narrowed losses. Its shares trade at 0.35 times revenue.
The Asian Investor 3 clicks
Sleep Well Portfolio’s August gains were led by Veeva, CrowdStrike and cybersecurity, while Cellebrite and WiseTech reported early AI…
MiniMed Group's pumps, sensors and dosing algorithm expand recurring CGM and consumables revenue as separation costs roll off and cash flow…
Myriam Alvarez 1 click
Special-situations survey profiles 31 activist, buyback, M&A and strategic-review cases, including Abercrombie, PagSeguro and Vodafone.
Two U.S. protein-snacking companies lost $6 billion in market value as impairments, inventory growth and margin pressure test whether the…
Enlight Renewable Energy’s debt- and tax-equity-funded expansion cannot justify the growth embedded in its valuation, yielding a $60.17 DCF…
Sorin Muraru 
EVC reported a solid second quarter and outlook.
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