Brazil Potash has secured court support and a power agreement, but financing, dilution and potash-price-sensitive EBITDA remain central…
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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…
S WHAT ARE WE DOING? “Contrarians At The Gate” 3 clicks
Blackstone Secured Lending Fund faces a likely dividend cut after its first shortfall in 28 quarters, despite 1.8% non-accruals, $2.8…
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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…
S Calvin Blissett 3 clicks
Legence trades at 10.4x EV/aEBITDA with a $5.7 billion backlog, as AI data center installations drive growth and expand its maintenance…
S Monte Independent Investment Research 2 clicks
OceanaGold trades below its mine value despite US$655 million of cash and no debt, with production set to dip before Wharekirauponga begins…
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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%…
S Emerging Moats Research 6 clicks
Namib Minerals posted H1 adjusted EBITDA of $19.0 million, up 76%, as higher gold prices offset lower production.
BL Atrium Research - Equity Research 1 click
Special-situations survey profiles 26 activist, capital-return, M&A and strategic-alternative catalysts, led by buybacks at Under Armour,…
S Latticework by MOI Global 2 clicks
Millrose told Goldman its Lennar purchases had rent-to-own tenants lined up, but most analyzed homes were advertised for rent and showed…
BL Hunterbrook 4 clicks
BTU · long Peabody Energy, ticker BTU, is a low-cost producer of thermal and metallurgical coal with mines in the United States and Australia.
BL Value Investors Club 2 clicks
Vizsla Silver's Panuco project in Sinaloa remains shut after nine workers were found dead, delaying construction of a fully funded 17.4 Moz…
S Triple S Special Situations Investing 1 click
DiamondRock Hospitality raised 2026 guidance after Q2 RevPAR rose 7%, AFFO climbed 25.7% to $0.44 a share, and net debt to EBITDA reached…
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Philip Wang
Figure Technology's HELOC platform grew Q2 2026 revenue 113% with a 54.6% adjusted EBITDA margin, while shares trade 57% below January's…
S Substack von Philipp 7 clicks
Copart’s 4Q26 revenue grew 2.4% as U.S. insurance volumes fell 7.5%, while a customer loss and higher yard costs pressured profits despite…
BL Speedwell Research 1 click
LifeMD cut 2026 revenue and EBITDA guidance as subscribers fell and customer acquisition costs reached 59% of revenue, prompting a shift…
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Eli Gooch
Dell’s AI-server demand and Microchip’s data-center components lead updates on Cirrus Logic and STMicroelectronics, alongside a weekly…
S Monte Independent Investment Research 1 click
Ethos relies on three carriers for 88% of revenue as TruStage payment failures triggered policy lapses and Family First Life publicly…
BL Hunterbrook 4 clicks
Crocs drew Li Lu’s investment after generating $660 million of 2025 free cash flow, despite the HEYDUDE write-off, tariff pressure and…
S Cannibal Stocks 5 clicks
Plains GP Holdings cut leverage to 3.3 times adjusted EBITDA as Permian volumes and distributions rise, while $8.44 billion of debt faces…
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Vishal Jadaun 1 click