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
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…
KRYS · short Krystal Biotech is a profitable commercial-stage biotech with an $8.7 billion enterprise value and one FDA-approved topical gene therapy,…
Monday.com combines work management, CRM, Dev and Service on a flexible core platform, with 90% gross margins and AI disruption risk…
Priority Technology received an opportunistic buyout proposal, with its business better suited to remaining public absent a much higher…
Domino’s and Greggs carry 7% and 6.7% declared UK short interest as weak consumer spending pressures volumes, with Greggs’ valuation…
Argentine banks, tariff-exposed stocks and Customer’s Bancorp anchor an earnings-season watchlist after Milei’s election victory,…
New England Realty Associates, NYSE:NEN, emerged from Colonial Realty’s 1970s bankruptcy and retains roughly a third of the 1,529…
Grindr received a non-binding $18-per-share acquisition offer.
Buzzi SpA, an €8.9 billion Italian cement producer, is presented as the world’s best-managed cement company.
Elastic’s vesting goals reveal what management is incentivizing.
Blend Labs governance discussion focuses on reverse-engineering non-GAAP signals of upside.
Every publication on this site, hand-picked.
Albert Anthony
Andres Veurink
Bay Area Ideas
Blake Winiecki
Capital Connoisseur
David Zanoni
Deep Value Investing
Dhierin Bechai
Dilantha De Silva
Elliott Gue
Equity Eagle
Eudaemon Research
Fernanda Galvez Jalil
Henrik Alex
High Alpha Professor
Investor Overview
IWA Research
Jaden Mealy
Julia Ostian
Khaveen Investments
LL Insights
Long Player
Marc Gerstein
Melissa Tucker
Mike Zaccardi, CFA, CMT
Miletus Research
Myriam Alvarez
Petri Dish Reports
Philip Wang
Prakhar Agarwal, CFA
PV Research
Quantryon Capital
Robert J. Lake
Ron Ferrie
Sam Mancini
Sharon McArd
SiliconBytes Insights
Simple Investment Ideas
Sorrento Research
Stephen Ayers
Steven Fiorillo
The Alpha Analyst
The Asian Investor The Bullionaire
The Curious Analyst
The J Thesis
The Supercycle Investor
The Undercovered Dozen
Value Capital Research
Vishal JadaunEvery account on this site, hand-picked.
⚽️📡
💥PETITION💥
A Capital
absreturnchaser
Adam D. Wyden
Alpha Vulture
AltayCap
Asif Suria
Bank Reg Blog
Barbarian Capital
BDC
Bill Ackman
Brian McGough
Broken Moats
BuccoCapital Bloke
Calvin Blissett
catechwilliams
Charles Frischer
Chris Camillo
Clark Square Capital
Cluseau Investments
Colin King
Connor Haley
Conor Maguire | Value Situations
Convequity
Dalius - Special Sits
David Orr
Deep Sail Capital
Derek Pilecki
Devin LaSarre
DOMO Capital Management, LLC
Edwin Dorsey
Evan Tindell
Fajasy
Farmer
Fierce_beast
Fred Liu
Gavin Baker
George Noble
Hunterbrook
Ian Bezek
Idea Brunch
JabroniCoin.USD
John_Hempton
junkbondinvestor
kab60
KEDM.com
Kevin Mak
Kuppy
Laughing Water Capital
Lee Roach
Little Owl Research
Maius
Maj Soueidan
marginofdanger
mavix
Mike
Mikro Kap David
Multiples Capital
Myles
Nat Stewart
Negligible Capital
Odd Diligence
Odd Lot Arbitrageur
PAA Research
Paradis
Pernas Research
Porter Collins
Prepared Remarks
Psyop Capital
Raging Capital Ventures
Red Dog Capital RiverRoadPartners
Rusholme Capital
Sahil Khetpal
Serenity
SG
Sheel Mohnot
Steve Eisman
The Friendly Bear
Tim Eriksen
Timyan Bank Alert
Todd Wenning
ToffCap
Trevor Scott
Undiscovered Compounders
Voss Capital
Yaron NaymarkOrdered by how often our editor reaches for them.
