Brazil Potash has secured court support and a power agreement, but financing, dilution and potash-price-sensitive EBITDA remain central…
SA
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…
SA
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 3 clicks
OceanaGold trades below its mine value despite US$655 million of cash and no debt, with production set to dip before Wharekirauponga begins…
SA
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 2 clicks
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
MBGL · long Mobility Global Inc. will become a standalone public company through S&P Global’s spin-off of its Mobility division.
BL Value Investors Club 2 clicks
Modine's leaked database identifies Google behind a $4 billion agreement and $4.5 billion of additional demand, with nearly $15 billion of…
IRhythm’s ZEUS clearance cuts clinician review time 50%, targeting $100 million in five-year savings as cardiac monitoring margins expand…
SA
Equity Eagle
Stabilis Solutions lost its Galveston LNG offtake anchor, revenue fell 36% in 1H’26, and limited liquidity leaves its data-center power…
S Monte Independent Investment Research
Real Brokerage’s RE/MAX acquisition would triple its agent count, diversify revenue with franchise fees and expand share during a weak U.S.
S Emerging Moats Research
El Al trades near 2x EBITDA after wartime near-monopoly profits, with $1.3 billion of net cash and owned aircraft weighed against…
YT Yet Another Value Podcast 13 clicks
June 2026 13F filings show Baupost doubling Genuine Parts ahead of its 2027 split and Ratan Capital making Silicon Motion its largest…
S Rebound Capital 1 click
CCC, the dominant auto physical-damage claims estimator, connects 27 of the top 30 insurers with 31,000 repair shops as takeout rumors…
S scuttleblurb 18 clicks
Verra Mobility's new seven-year Avis agreement replaces a customer worth over 10% of revenue on materially worse economics, exposing…
S The Oak Bloke 13 clicks
Seabridge Gold's KSM gold-copper project could re-rate on a joint venture, 2027 feasibility study and infrastructure progress, with gold…
SA
Redfern Research