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
@ptuomov doesn't make many macro-y calls but he's 2 for 2 in the ones I've seen him make. Will be hedging my $LPRE position tomorrow. https://t.co/UPoDemQbXW
@richtrades100 Yo $KYIV? https://t.co/KPar8yzxlq
Brazil Potash has secured court support and a power agreement, but financing, dilution and potash-price-sensitive EBITDA remain central…
Wolf Report 3 clicks
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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
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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%…
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…
OPI · long Office Properties Income Trust emerged from Chapter 11 on June 17, 2026, with a $2 billion enterprise value and a 12.0% cap rate at $16.60.
Medtronic’s MiniMed split-off gives odd-lot MDT holders priority on a 7% discounted exchange, but a 4.5939-share cap has begun reducing the…
Liberty Latin America’s LILAP 9% cumulative preferred yields 10.8%, backed by Cable & Wireless cash flow and $48.9 million of insider…
Cestrian initiated Joby Aviation at Accumulate and upgraded Applied Materials and Broadcom to Accumulate for the week ended 11 September…
T1 Energy’s G2_Austin factory is expected to lift margins and add vertical integration from 2027, but requires substantial financing that…
Investor Overview 
Alarm.com, founded after CEO Steve Trundle’s bad home-security experience, has fallen from $105 in 2020 to about $55, testing whether…
Cannibal Stocks favors cash-generative companies that retire shares at low valuations, citing Dillard’s 80% share reduction and…
CHPY pairs a roughly 40% distribution rate with capped weekly upside for investors retaining semiconductor exposure amid Anthropic's AI…
Geneva Investor 1 click
Zentek initiation report.
CVD Equipment is winding down manufacturing, cutting half its staff and weighing liquidation, with $23.5 million of cash and a…
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