Liberty Capital’s GCI business grew 5% in high-margin healthcare and school contracts, while Quintillion could lift EBITDA to $440 million and create statewide fiber redundancy.
$SB #sugar looks like it is breaking out of this congestion. Mar27 contract below 👇
$ALTO $GPRE Ethanol Blend Rate Shatters Record, as Cost Advantage Soars During Iran War
Going to miss these guys after they go bankrupt/0 in the next year or two $BXBL
Sold my $BILL on this 50%+ run off the lows, and continue to actively trade around core $HUBS and $WDAY positions by regularly writing calls or shorting puts (and sometimes boxing my longs). The volatility has been insane. Sold $ESTC for now. Also, I’m now short a small amount of $ADBE, $NOW, $TEAM, $CXM and $YEXT into July’s de-grossing/de-leveraging squeeze.
Portfolio July 2026: Toyokumo $4058 Evolution $EVO Centrotec $CEV.HM Leatt $LEAT BioRem $BRM.V Secunet Security Networks $YSN -undisclosed- Shelly Group $SLYG Enogia $ALENO.PA Lindbergh $LDB.MI ErreDue $RDUE -undisclosed- Circle Group $CIRC.MI -undisclosed-
Bank investors need this. Please don’t go. $CCB $GBFH $FFBB $UBAB $SLBK
Crimson And Gold Research 2 clicks
EVC's Q3 update cites $30 million for a single station, a broadcast-business sale and stronger positioning for 2027.
Ovintiv’s C$1.26 billion purchase of Logan Energy at roughly 2x proved reserve value points to further consolidation among Canadian oil…
Entravision’s Q3 ad-tech revenue reached $177.2 million, up 133% year over year, while total revenue rose 88% to $226.3 million and diluted…
Diversified Energy reported $255.6 million of “true” nine-month free cash flow, while its $1.8 billion Birch acquisition would shift…
AutoNation, Lear, NexPoint, AudioCodes and Xponential Fitness lead a 52-situation screen spanning buybacks, insider purchases, M&A and…
Array Technologies and Shoals Technologies plan to merge, targeting cross-selling and cost synergies as ARRY's order book holds firm and…
Caffital Research 3 clicks
Capital Employed rounds up 48 stock pitches, led by Greystone’s $14.50 target for organ-transplant logistics firm Strata Critical Medical,…
Verra Mobility’s Avis termination threatens 2027 earnings, while Government Solutions profit rose 25% and implied fourth-quarter guidance…
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 
NGVC · long Natural Grocers (NGVC) returned to $27.80 after a prior long entry at $21 and exit recommendation at $46.
CytomX Therapeutics trades near its $367 million cash balance as Varseta-M moves toward a 2027 pivotal colorectal cancer trial after 20–32%…
Cypriot Invests 
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
ERock’s modular microgrids bridge data-center power gaps years before grid interconnects, with Meta and Anthropic projects filling capacity…
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