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 Potash has secured court support and a power agreement, but financing, dilution and potash-price-sensitive EBITDA remain central…
Wolf Report 3 clicks
Brazil’s October 25 runoff puts Bolsonaro’s likely victory at the center of a bullish regional-stock case; Golar LNG (GLNG) also reports…
Blackstone Secured Lending Fund faces a likely dividend cut after its first shortfall in 28 quarters, despite 1.8% non-accruals, $2.8…
Rubicon Associates 1 click
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%…
Namib Minerals posted H1 adjusted EBITDA of $19.0 million, up 76%, as higher gold prices offset lower production.
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…
OSG · long Octave Specialty Group, formerly Ambac Financial, is pitched as a long after its municipal bond insurance past.
Ondas reported $83 million in Q2 2026 revenue and seven acquisitions year-to-date, building its Ondas One autonomous drone platform around…
ACIW 2026-08-27 ACI Worldwide’s payment software segment grew 9% with a 48% adjusted EBITDA margin, while the company targets 50-60% of operating cash flow…
SiliconBytes Insights 1 click
Seadrill's board abruptly fired CEO Simon Johnson after its recovery, while insiders have never bought shares and executives sold stock…
Miami International Holdings, the No. 4 options exchange with 17% share, trades at 12x forward EBITDA despite 35% revenue growth, 54%…
Domo’s $400 million sale to Progress would leave a cash-rich public shell with $900 million of NOLs; January 2028 $5 calls cost 22 cents.
FUFU 2026-08-27 BitFuFu’s $93.4 million unexplained long-term payable equals 57% of liabilities, overshadowing sharply higher self-mining and hosting…
Dorine Cherop 
Wolfspeed, Nordson and Nucor target AI data-center demand through 800-VDC power, chip testing equipment and domestic steel capacity, aided…
S&P 500's 17% net margin reflects AI capex accounting, while contributors favor Sartorius in life-science tools and PVA TePla in wafer…
CareCloud trades at 4x free cash flow with 95% retention, a $100 million market cap and a large healthcare-software acquisition runway.
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