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…
SA Equity Eagle Oct 31 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.
S TSOH Investment Research Oct 30 1 click
Build-A-Bear’s lease overhaul, off-mall expansion and partner-led wholesale growth reshaped a debt-free retailer with $80 million EBITDA,…
S Cassandra Unchained Oct 29 3 clicks
Mattel, Winnebago and PayPal lead 37 special situations spanning activist campaigns, buybacks, M&A and strategic alternatives.
S Latticework by MOI Global Oct 29 3 clicks
Daktronics, the leader in U.S. sports video boards, targets 10-12% EBIT margins after shifting production to China and Mexico and exiting…
S Hidden Gems Investing Oct 28 6 clicks
Build-A-Bear Workshop’s failed pre-made toy line compressed margins, but resilient children’s sales support a $39.39 fair value estimate…
SA Rafa F. Oliver, CFA Oct 26 4 clicks A four-layer 10-K framework tests revenue timing, receivables, reserves and depreciation against cash flow, using Hertz’s 2012-14…
S Jimmy's Journal Oct 26 69 clicks
Kingstone Company is replacing quota-share cessions with catastrophe reinsurance, lifting quarterly EBIT margin to 29% from a 24% sector…
SA Given Mahlangu Oct 25 3 clicks Six Value Line small caps including Blackbaud, Marqeta, Ranger Energy and Definitive Healthcare trade on net cash, buybacks, low multiples…
S Calvin Blissett Oct 24 81 clicks
ERock’s modular microgrids bridge data-center power gaps years before grid interconnects, with Meta and Anthropic projects filling capacity…
S Monte Independent Investment Research Oct 23 11 clicks
MG · long Mistras Group is a rare publicly traded US non-destructive testing pure play, providing quality assurance for materials, components and…
BL Value Investors Club Jul 20 4 clicks
ContextLogic will acquire specialty-solvent maker gChem for $850 million, funded by a $650 million rights offering and $250 million of…
S Hidden Gems Investing Sep 8 5 clicks
Limbach Holdings, down 63% since June 2025, upgraded on bargain valuation and growth prospects following its acquisition of 1901 Inc.
SA David Zanoni Sep 6 Chiron granted seven executives 195,610 options at a $60 strike, 63% above the market price and above its published valuation range.
Kraken Robotics’ C$615 million Covelya acquisition roughly doubles its underwater defense content as mine-warfare risks drive naval…
S Emerging Moats Research Sep 4 1 click
Build-A-Bear Workshop, the toy retailer.
Tectonic Therapeutic's TX45 CpcPH-HFpEF program gains support from Merck's CADENCE data; Phase 1b hemodynamics and cash through Q1 2029 set…
SA Equity Eagle Sep 2 2 clicks EVC reported a solid second quarter and outlook.
S Nat Stewart - Stock Picking Newsletter Sep 1 17 clicks
Limbach's EBITDA fell 30% as organic revenue declined, but 1 Main Capital calls the weakness temporary and views CYMCOR as its first…
YT Yet Another Value Podcast Sep 1 9 clicks
Six Flags’ attendance rose 4% while comparable crowd intensity was nearly flat, and both it and United Parks grew deferred revenue about 2%…
SA Sanjay Swamy Sep 1 2 clicks