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…
ABG · long Asbury Automotive Group's changed setup and underperformance versus other public dealers form the basis for a renewed long thesis.
FGPR remains on track, PRTH's management buyout is set at $8.05, and microcap RAVE is described as cheap.
U.S. Treasury yields are testing credit and equity markets, while the discussion also targets recent changes at Glass House (GLAS).
Oklo shares have fallen 77% since October 2025 as commercialization slips beyond 2027, revenue estimates fall and dilution continues.
Ian Bezek 4 clicks
TSOH Weekly Roundup covers Ralph Lauren’s $1 billion distribution pullback, Peloton’s $2,195 foldable treadmill and $800 million…
Mach Natural Resources' Q2 distributable cash fell to $60.1 million as development spending rose, prompting a distribution cut; its units…
Ouster began coverage at Accumulate as lidar revenue rose 56% in Q2, while annual cash burn near $80 million has driven an 86% share-count…
AAON's BASX data-center cooling business targets $1 million to $1.5 million per megawatt, with new capacity and backlog conversion expected…
Vista Energy's Q2 2026 production rose 32% and revenue 89% as Vaca Muerta acquisitions expand its Argentine export platform and cash…
Alan Galecki 4 clicks
Alsea, Mexico’s Starbucks, Domino’s and Burger King franchise operator, trades at 5.4x EBITDA while funding remodels, Mexican expansion and…
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