AutoNation, Lear, NexPoint, AudioCodes and Xponential Fitness lead a 52-situation screen spanning buybacks, insider purchases, M&A and strategic alternatives.
$CCLD $YB $CCOI $BOC $AMR $HCC $CNR $METC $USIO $HHS $HY $ARKO $SLM https://t.co/XRRQSpa8YO
This is the main reason why we own 3 to 4 times as much of $CPT vs $MAA and $NXRT Blended leases up 1.0% in Q3 with new lease down 2% YOY vs new leases down 6% for MAA and down 4.5% for NXRT The renewal - new lease is too high for MAA for my liking. Much healthier for Camden Same store NOI -0.2% in Q3 vs -1.8% for MAA and -8.2% for NXRT (large chunky expenses that is not run rate for NXRT) @jayparsons
There is a reason $ANDE just paid 4.25x ethanol production for three ethanol plants. Based on that - $GPRE would be valued at least at $35 per share factoring in converts if not $40+. The market is completely missing this (and $ALTO)! An acquisition literally just validated this days ago.
$GPRE has generated ~$280M of EBITDA through the first 9 months of the year. Based on today's report, $GPRE enterprise value as of 9/30 was ~$1.3B which does not include the 45Z credits. If we include them... EV = $1.085B. Are you kidding me? How is this stock not $30+???
What is rest of $EVC television and radio business worth if they sold a single silly station in Tampa for $30 million? Looks like they are about to unload these assets. Boston, West coast and California radio stations have good value imo. https://t.co/gYwPCd8sMY
Well well well it looks like $EVC is not a dead and dying company now. Plus they sold a single station in Tampa for $30 million.
$CCOI I have a call with Dave Wednesday the 11th. Will try to ask as many of your questions as possible. Leave them below ⬇️
Aura Biosciences expects pivotal Phase 3 bel-sar data in early choroidal melanoma in 2027, funded by $323.8 million of cash into the first…
Equity Eagle 
Markel spent $315 million repurchasing shares in Q3 as Thrive agreed to buy ADT for $7.6 billion and Hasbro cited rising adult toy demand.
Build-A-Bear’s lease overhaul, off-mall expansion and partner-led wholesale growth reshaped a debt-free retailer with $80 million EBITDA,…
Mattel, Winnebago and PayPal lead 37 special situations spanning activist campaigns, buybacks, M&A and strategic alternatives.
Daktronics, the leader in U.S. sports video boards, targets 10-12% EBIT margins after shifting production to China and Mexico and exiting…
Build-A-Bear Workshop’s failed pre-made toy line compressed margins, but resilient children’s sales support a $39.39 fair value estimate…
Rafa F. Oliver, CFA 4 clicks
A four-layer 10-K framework tests revenue timing, receivables, reserves and depreciation against cash flow, using Hertz’s 2012-14…
Kingstone Company is replacing quota-share cessions with catastrophe reinsurance, lifting quarterly EBIT margin to 29% from a 24% sector…
Given Mahlangu 3 clicks
Six Value Line small caps including Blackbaud, Marqeta, Ranger Energy and Definitive Healthcare trade on net cash, buybacks, low multiples…
ERock’s modular microgrids bridge data-center power gaps years before grid interconnects, with Meta and Anthropic projects filling capacity…
EVC · long Entravision Communications, up fourfold year to date, is pitched as an undervalued growth business emerging from a troubled parent…
Yuanbao pairs a 10.2% dividend and cash exceeding its market value with 33.5% first-half profit growth from AI-enabled Chinese insurance…
Cullinan Therapeutics plans December 2026 autoimmune updates for CLN-978, while zipalertinib awaits an FDA decision in previously treated…
Myriam Alvarez 2 clicks
VersaBank uses cash holdbacks and put-backs to buy point-of-sale loan cash flows, with C$7 billion in assets and AI-enabled real-time…
FGPR remains on track, PRTH's management buyout is set at $8.05, and microcap RAVE is described as cheap.
Kronos Worldwide’s 27% inventory reduction added $120 million in cash inflows as chloride-based TiO₂ demand rises amid a sulfur shortage.
Given Mahlangu 
ARKO trades at 3 times estimated 2025 owner’s earnings, while its 73.6% APC stake exceeds its $473 million market cap.
Bumble trades at roughly 2x owner’s earnings and 4.76x enterprise value, with Whitney Wolfe Herd’s return central to a rerating case.
Evolus posted 21% quarterly revenue growth as U.S. facial-injectable spending bottoms, while making progress toward GAAP profitability.
Special-situations survey flags Cooper’s $3 billion buyback, Grab’s $900 million repurchase, and Beretta’s $44.80 partial tender for Sturm…
Every publication on this site, hand-picked.
Adam Schadt
Albert Anthony
Alexander Grover
Andres Veurink
Arizona Equity Research
Bay Area Ideas
Blake Winiecki
Capital Connoisseur
Cypriot Invests
Dane Bowler
David Zanoni
Deep Value Investing
Dhierin Bechai
Dilantha De Silva
Dustin Quasney
Elliott Gue Equity Eagle
Eudaemon Research
Fernanda Galvez Jalil
Fountainhead
Geneva Investor Given Mahlangu
Henrik Alex
High Alpha Professor
Ignacio Planas Gonzalez
Infinity Curve
Investor Overview
IWA Research
Jaden Mealy
JR Research
Julia Ostian
Khaveen Investments
Kurt Christensen
Lee Bailey
LL Insights
Long Player
Marc Gerstein
Melissa Tucker
Mike Arnold
Mike Zaccardi, CFA, CMT
Miletus Research
Motti Sapir Myriam Alvarez
Petri Dish Reports
Philip Wang
Prakhar Agarwal, CFA
PropNotes
PV Research
Quantryon Capital
Robert J. Lake
Ron Ferrie
Rubicon Associates
Ryan Canady
Sam Mancini
Seeking Profits
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 Market Auditor
The Supercycle Investor
The Undercovered Dozen
Tim Travis
Uttam Dey
Value Capital Research
Vishal Jadaun
Zoltan BanEvery 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
Mr Neutral Man aka "Howard Marks of REITs”
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
Rohan Pavuluri
Rusholme Capital
Sahil Khetpal
Serenity
SG
Sheel Mohnot
SouthernValue
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.
