BL Clark Street Value 12h ago 2 clicks
Teads’ revenue fell 26% and its stock dropped 38% as Google AI summaries cut publisher referral traffic, worsening losses and straining its…
S PETITION 20h ago 2 clicks
Lion Copper targets 2030 Nevada copper production at Yerington, with Rio Tinto’s Nuton funding its 2027 feasibility study under a 65%…
BL Atrium Research - Equity Research 33h ago 3 clicks
Chiron’s failed $49 million Beaumont sale and $178 million Pinnacle acquisition leave XRN with $70 million of liquidity and medical-office…
S Orphan REITs 44h ago 3 clicks
SA Crimson And Gold Research Nov 9 3 clicks Blue Dolphin Energy trades near 1.3 times earnings as its Texas refinery benefits from diesel shortages, with projected 2026 EBITDA of $111…
S Capital Employed Nov 8 5 clicks
Blue Dolphin’s 15,000-barrel-per-day Texas refinery earned $2.18 per share in first-half 2026 as diesel shortages widened crack spreads,…
S Calvin Blissett Nov 8 2 clicks
EVC's Q3 update cites $30 million for a single station, a broadcast-business sale and stronger positioning for 2027.
S Nat Stewart - Stock Picking Newsletter Nov 6 26 clicks
Ovintiv’s C$1.26 billion purchase of Logan Energy at roughly 2x proved reserve value points to further consolidation among Canadian oil…
S Bison Insights Nov 6 4 clicks
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…
S The Value Road Nov 6 4 clicks
SMWB · long Similarweb (SMWB) is presented as a long, revisiting the company’s digital-intelligence business after two prior VIC write-ups.
BL Value Investors Club Jul 19 11 clicks
Lionheart Holdings’ 41-cent CUBWW warrants hinge on a SPAC merger valuing KEO Energy’s Venezuelan PetroUrdaneta stake at $1 billion, versus…
S Triple S Special Situations Investing Aug 3 9 clicks
Empire State Realty Trust cut Observatory NOI guidance to $55 million from $87 to $92 million after Q2 NOI fell roughly 50%, reducing Core…
Cematrix posted record Q2 revenue of $18.7 million, up 76%, and $3.5 million of net income, while backlog fell 9% from year-end.
S Wolf's Substack Jul 31 2 clicks
OTC Markets gives smaller, distressed, and lightly disclosed companies a trading venue outside NYSE and Nasdaq, with lower listing barriers…
S scuttleblurb Jul 31 3 clicks
A debt-free American manufacturer now trades at roughly 7x annualized Q2 EBITDA, with $7.35 per share in net cash and a tender floor 18.5%…
S The Value Road Jul 30 5 clicks
Entravision’s Q1 filings contain a new footnote disclosure pointing to a potential second large advertiser beyond its Hong Kong customer,…
S The Value Road Jul 28 12 clicks
Seer trades at $2.04 against $3.90 per share of net cash as activists press a board that rejected five buyout proposals and won reelection.
S Triple S Special Situations Investing Jul 28 4 clicks
Biorem reported 66% revenue growth and over 260% profit growth after trading at 11.3 times earnings and 5.9 times EV/EBITDA.
S Wolf's Substack Jul 28 1 click
An aerospace company’s profitable core is obscured by a long-running FAA development program; approval, abandonment, or shrinking losses…
S The Mikro Kap Jul 26 3 clicks