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…
BYMAF · long Bolsas y Mercados Argentinos, BYMA, is presented as a long investment idea.
Entravision’s Q1 filings contain a new footnote disclosure pointing to a potential second large advertiser beyond its Hong Kong customer,…
Seer trades at $2.04 against $3.90 per share of net cash as activists press a board that rejected five buyout proposals and won reelection.
Resideo will spin off lower-margin ADI Global distribution after ending its $1.59 billion Honeywell indemnity, separating manufacturing and…
Caris Life Sciences, CAI, uses AI-trained molecular oncology data for therapy selection and multi-cancer early detection, with 97% of…
AI momentum trades are unwinding as leveraged products amplify volatility; TFS Financial offers a 7.5% yield on cost and potential upside…
An aerospace company’s profitable core is obscured by a long-running FAA development program; approval, abandonment, or shrinking losses…
Aeva’s high-power InP SOA design could supply NPO/CPO optical modules at roughly 17% gross margins, versus 51% for eight discrete DFB…
Gatekeeper Systems’ revenue rebound is overshadowed by $19.3 million in nine-month operating cash burn, swelling inventory and overdue…
RIN prices near all-time highs reflect tighter renewable-fuel mandates, a shrinking credit bank, and biodiesel production shortfalls.
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